Getting started with Sonar
Welcome to Sonar, You should have received an invitation to access your account. Let's make sure that you properly setup you account and understand the key features that make Sonar powerful.
First, let's activate your account by starting your subscription. You can do so by heading over to "subscriptions" in the settings and follow the instructions to subscribe.
If you need the payment details to be submitted by someone else in your company, just invite them to your Sonar account by following step 2 below.
Sonar data can provide value to various teams in a company. As such, we suggest that you invite everyone in the company that can leverage this data.
Some of the use cases we have seen with our customers include:
- Sales: monitoring companies moving to a technology we integrate well with or installing a competitor
- Marketing: performing exports to understand better our target market (size, etc)
- Customer success: detecting churn by monitoring technology changes or hiring with our current customers
- Account managers: detecting upsell opportunities by setting up technology alerts on current customers
- Product managers: finding new integration opportunities by analyzing technology trends
If you plan on sending alerts to Slack or a CRM you can turn on your integration by heading over the integrations page. We recommend just setting up Slack to begin with.
Setup a simple technology alert. For example, you can look for domains adding Shopify as shown below:
Let's setup an alert for new Shopify stores without segment filtering
You can then hit "Create alert" and chose the name and destination all future alerts should be sent to. Let's chose the Slack channel you added in the previous step.
Your account should come with pre-created alerts that we think are relevant to your business.
You can simply edit these alerts by clicking the "edit alert" button on any alert:
Then you should be able to edit the alert details on the following screen and even the destination of the alerts after clicking the update alert button
Before testing an alert, make sure events exist for the alerts by clicking "View latest signals" for the alert you want to test
Sonar allows you to create exports for both domains and technology signals. The export buttons should be visible on both:
The domains dashboard
The technology signals dashboard
Congrats! You should now be ready to go and start using Sonar to power your go-to-market.
Before you leave, we'd like to share a few important recommandations based on our experience powering the data stack of several companies: