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Step 6: Activate data in your go-to-market platforms

After collecting and analyzing your data, the next step is putting it to work. Syncing data with your GTM platforms—like CRM, marketing automation, and sales enablement tools—helps teams personalize engagement, optimize outreach, and drive revenue more effectively.

Connector Setup​

Step 1: Click Connectors in the sidebar.​

Sidebar

Step 2: click + New Connector in the top left corner​

Connectors button

Then select a platform from the list.

Connector Selection

Step 3: After clicking Connect, you will be redirected to either the platform’s authentication page or Sona’s configuration page. Enter your login and/or configuration details to allow Sona to connect to your account.​

Step 4: You should now see a card with your account details for the platform that you just connected in the Connectors homepage.​

Connected Accounts

Step 5: Repeat the steps for other platforms you wish to integrate. Once completed, you should see all connected platforms as cards on the Connectors homepage.​

Activating your data in go-to-market platforms ensures your teams have the insights they need to drive engagement and optimize performance. By seamlessly integrating with tools like CRMs, marketing automation, and sales enablement platforms, you can turn raw data into actionable strategies that accelerate growth. Now that your data is live, your next step is to monitor performance and refine your approach for continuous improvement.