🥳Getting set up

Set up your workspace to start identifying revenue opportunities in your data

Once you have signed up to crowd.dev, there are a few key steps you need to take to start identifying qualified leads for your go-to-market team.

1. Connect your first few data sources.

   • The more data sources, the better. If you go with just one to start, we recommend going with GitHub as it is a rich source for Developer data, which we then enrich with even more data points for you to use.

   • Give it a few minutes to populate your workspace, and you will see your contacts and organization pages start to fill up.

2. Invite your colleagues to collaborate.

   • You can invite your teammates and give them admin or read-only access to your workspace.

   • If you are not the owner of your company's GitHub account, make sure to invite that person as an admin so they can set up that data source for you.

   • Once your colleagues are there, you will be able to collaborate. For example, create custom views with essential segments of your contacts or organizations pages, create Tasks for yourself and teammates, and share Notes on specific contacts or organization profiles for your team to see.

3. Explore the contacts and organizations that have interacted with your brand or product.

   • This is where the magic really begins... once your data has been pulled into crowd.dev (make sure to give it a few minutes), you can start digging in.

   • Check out a contact profile to see all of the activities they have made with your brand or product, explore any additional data points we have added for you, and see if they are a qualified lead for a sale.

4. Explore insights with our reports.

   • Take a look at our activities, contact, or product-community fit report to find out about key trends like the most active contacts or popular activities in your developer data.

   • Build your own reports with our custom report builder.

5. Take action by setting up Slack notifications or Hubspot sync.

   • We have a two-way sync with HubSpot to make sure your contacts are fed straight to your CRM.

   • To make sure you react to key activities fast, you can set up a Slack notification, for example, when a new contact has joined.