Articles in this section

How to Build Lists

Harry Anthony
  • Updated
Follow

Build a list of companies to find prospects based on specific search criteria, including location, industry, news, and more. 

You can do the following tasks on the List Build page:

Add company filters

Step Description Details
1 Launch the List Build page

Go to InsideView CRM View and then click Build a List.

Screenshot_2020-11-09_at_3.35.42_PM.png

or

In the InsideView Web View interface, click Build a List.

Screenshot_2020-11-10_at_1.37.52_PM.png
2 Enter the company list criteria On the Build a List page, enter the search criteria for your company list.

1_-_Company_Search_small.png
3 Search with the Location

The Company Location: Geography list enables you to search for companies using the following location types:

  • Region
  • Country
  • State / Province

    mceclip0.png
4 Search with Employee count and Revenue Use the Employees and Revenue fields to enter a range for the employee count and the revenue of the companies you want to target.

For example, if you enter 100 to 500 in the Employees and 5M to 2.5B in Revenue fields, the search returns only those companies with 100-500 employees working for them and with revenue that ranges from 5 million to 2.5 billion US dollars.

2_-_Emp_and_Rev_range_small.png

Note: The number of companies available in the InsideView database adjusts automatically based on your search criteria.
5 Search by Industry type and industry classification

In the Companies tab, select an industry from the Industry drop-down list, then select any applicable sub-industries. For example, select the Banks industry and Commercial Banking sub-industry.

mceclip1.png

  • In the Industry Classification area, select the NAICS to enter the North American Industry Classification System (NAICS) code of a company. The maximum number of NAICS codes that you can enter is 150 for each search. You can enter multiple NAICS codes separated by commas.

    9_-_Industry_small.png

    You can also use the wild card asterisk (*) for building a list of companies with partial NAICS code. With the NAICS code wildcard(*) search, you can find companies in a wider list of industries without specifying all child industries.  

    For example, if you search to find all companies under 'Electronics' (NAICS code - 334) and all of the other industries nested under 'Electronics', user can simply add NAICS code as '334*' as a search criterion.

  • In the Industry Classification area, select the SIC to enter the Standard Industry Classification (SIC) codes of a company. For example, enter the SIC code for the Bank of America company as 6021.

    10_-_SIC_small.png

Note: You can also enter an industry's SIC or NAICS code. The InsideView database will allow you to search using either 2007 or 2012 NAICS codes.

InsideView has its own proprietary classifications, which consolidate these differing global standards into 30 top-level industries and 708 sub-industries. For more information, read the article Updates to Industry Codes on our Knowledge Base.

 
6 Add other search criteria Click the plus (+) button to open the Filters dialog and add the additional search criteria filters.

4_-_Add_Filters_copy.png

Note: If you have entered the company location geography, employee count, revenue values before they are automatically set and you can modify them if needed.
7 Enter Company location filters In the Filters dialog, select the Companies tab to enter the following company search criteria:

5_-_Location_1_small.png

Company Location: Enter the company location filter by selecting the following options:

  • Geography: You can either search by region, country, or state/province or click the View Map link to select locations on the map.

    6_-_Map_small.png


    6_-_Map_2_small.png

    • Click Country on the Map to toggle to a country map.
    • Select Regions from the geographical region such as Asia or Middle East from the drop-down list.

      mceclip2.png

  • City: Select City from the Locations list then enter a city's name in the City field.

    mceclip3.png

  • Postal Codes: Select Postal Codes from the Locations list, then enter the postal code(s) in the input field. Use an asterisk (*) to specify a range of postal/zip codes.

    mceclip4.png

  • Optionally you can first select a country to further narrow your search results
  • Area Codes: Select Area Codes from the Locations list, then enter the area code(s) in the input field to search for companies operating in the United States and Canada regions.

    mceclip5.png

  • Country: In the Map view, click the Country tab to select the following countries:
    • United States
    • Australia
    • Canada
    • India
    • New Zealand

    7_-_Country_small.png

For example, select the United States option to filter based on states in the USA.

8_-_State_small.png

Once you have selected all states, click Done to return to the Filters dialog.
8 Enter company names In the Companies tab, select the Company Name option from the drop-down list to search for the name of the company.

Enter the company name or select from type-ahead suggestions. For example, enter Bank of America Corporation or select any result from the suggestions as illustrated:

11_-_Company_Name_small.png
9 Enter company status In the Filters dialog, select the Companies tab, select the Company Status option to choose the status of a company from the drop-down list.

For example, you can select Operating, Subsidiary, or Acquired.

12_-_Company_Status_small.png

Note: Click the toggle to enable the Include out of business companies option to search all companies that are not operating.
10 Enter Fiscal Year End (FYE) In the Companies tab, select the Fiscal Year End option to choose the fiscal year end month of a public company from the drop-down list.

mceclip6.png
11 Enter the ownership type In the Companies tab, select the Ownership Type of a company from the drop-down list.

For example, you can select Public, Private or Government.

mceclip7.png
12 Enter the suppression list In the Companies tab, select the Suppression List option to suppress companies from your search results, then select an existing company list as illustrated below:

mceclip8.png
13 Enter the Ticker value In the Companies tab, select the Ticker option to search for companies based on their stock market ticker symbol. For example, enter BAC to search for the Bank of America Corporation.

13_-_Apply_small.png

Click Apply.

People Filters

Build a list of targeted people at a set of companies to find new prospects or add them to marketing campaigns.​

Step Description Details
 1 Go to the List Building Page

Go to InsideView CRM View and then click Build a List.

export.png

 or

In the InsideView Web View interface, click the Build a List tab.

build_a_list.png
 2 Go to the People List tab

On the Build a List page, enter the search criteria for your people list.people.png

Click the +plus icon to add people search criteria.
 3 Search with the job title, function, and level

Use InsideView Insights to search for executives according to the following criteria:

    • Job Title: Search for people with specific keywords in their title.
      For example, enter the Job Title as “business development” and press enter. You can enter multiple job title keywords.
    • Job Function: Search for people by their role or department.
      For example, select Finance or Human Resources. You can enter multiple job functions.
    • Job Level: Search for people by seniority in their role.

      For example, select C-Level, Vice President, and Senior Executive to build a list of people in senior management roles.people1.png

      Note: Here and throughout, the number of people available in the InsideView database changes automatically based on your search criteria.
 4 Search with Contact Location

The Contact Location filter allows you to search for contacts based on their location:

people2.png

Enter the name of a city, state, or country and select from the type-ahead suggestions to choose locations as illustrated:people3.png

If you have entered values for a company location, employee count, industry, revenue, or other company search criteria and you wish to modify them or add more filters, read the article How to Build a Company List article in our Knowledge Base.

If you want to build the list against the Watchlist or other list of companies, read the article Build Searches from Company Lists on our Knowledge Base.
 5 Search with Contact Info

Use the Contact Info list to search for people according to the following criteria:people4.png

  • Select the Email option to search for executives with an email validation status of Valid Email and Valid Domain.
  • You can also select the Direct Phone or Corporate Phone to search executives with phone numbers.
  • Select the Direct Phone search filter to find contacts that have a direct phone number available in the InsideView database.
 6 Add other search criteria Click the plus (+) button to open the Filters dialog and add the additional search criteria filters.

people5.png 

  • Job Function – Select the job function of an executive from the list. 
  • Job Level – Select the job level of an executive from the list.
  • Social Network– Use this list to search only for those executives who are on one of the following social networking sites: Twitter, LinkedIn, or Facebook.people6.png
 7 Start search Click Search.
 8 View search  results On the search results page, click on an executive's name to view a summary of their details.people7.png
 9 Modify search criteria

Open the Filters dialog by clicking the plus (+) button in the left pane to modify your search criteria or add additional search criteria. 
 10 View and modify details

On the search results page, point to a person’s name to view a summary of their details. If you want to make changes to your search criteria, click Modify Criteria. 
 11 View details and modify On the search results page, point to a person’s name to view a summary of their details. If you want to make changes to your search criteria, click Modify Criteria.
 12 Save the search criteria If you want to save your search criteria, click Save search, and then enter a name for the criteria to save it for future reference.

Insights Filters

Go to the Filters dialog and select the Insights tab to search for companies with the following search criteria:

Step Description Details
1 Go to the Insights tab On the “Build a List” page, click the plus (+) button to open the Filters dialog and select the Insights tab to add additional company search criteria.

14_-_Insights_Tab_small.png

In the Insights tab, click Annual Lists & Indexes to find companies that appear on the FTSE 100, Fortune Global 2000, Fortune 500, Fortune1000, Inc 5000, Russell 3000, and/or S&P 500.

15_-_Lists_small.png 

In the Insights tab, click the Connections link to search for people you are connected to based on the connection types that matter to you. For example, you can select People you know with affiliations through your Alumni to find direct connections with target prospects. If you select People your coworkers know to find connections through their affiliations, your list will include people your co-workers are connected to.Screenshot_2020-11-11_at_3.32.51_PM.png

In the Insights tab, click Agents under the News area to search with 18 standard InsideView Agents. InsideView Agents group news articles into categories that indicate buying triggers such as New Offerings, Acquisitions, Partnerships, Expanding Operations, Cost Cutting, and Outperforming.

 

To modify agents as per your business requirement, follow these steps:
  • Select the number of days. For example, select the Last 30 Days option.

    mceclip9.png 

  • Select Agents from the News card along with the date range and click the plus (+) icon. Select a newsagent that is relevant to your business. For example, select the Acquisitions agent.

     

  • Search results will show all news related to acquisitions in the last 30 days. You can toggle the number of days such as Last 15 Days, Last 7 Days, or Last 1 Day.
  • Select the Keyword option and click the plus (+) icon to search news with any keywords or company names.

    Enter a keyword that you want to search news for. For example, enter Apple, Inc.

    16_-_Insights_small.png
2 Enter the Technology filter

In the Insights tab, select the Technology option and click the plus (+) icon to choose from the predefined list of technologies that companies use today.

Note: The Technology filter is only visible to users who have purchased the Elite license and those users who have brought the “Tech Profiler” add-on package for their organization.

You can choose only from the list of technologies that are predefined by your InsideView CSM or an Account Admin in the Tech Settings section. For more information, read the article Managing Technographics Settings in our Knowledge Base.

17_-_Tech.png

For example, you can enter Google in the search to find companies that use Google App Engine technology if this technology is assigned to your account.

18_-_Teach_Apply_small.png

Click Apply and then click Search.

19_-_Search_small.png
3 Enter the Intent filter

In the Insights tab, select the Intent option and click the plus (+) icon to filter your list based on Intent topics that have been selected by your account admin. Intent topics indicate when a company is in the market to buy a particular product or service.

Note: The Intent filter is only visible to users who have purchased the Elite license and Enterprise users who have brought the “Intent” add-on package for their organization. list_build_intent_small.png

For example, you can enter Account in the search to find topics such as Accounting, Accounting Automation, Account Receivable, and Account Payable. list_build_intent1_small.png

The Intent Score indicates how much a company has researched a particular topic over a particular week. The higher the Intent Score, the more likely that company is looking to buy a particular product or service.
4 Change the intent score

To change the Intent Score value, drag the slider to the desired score range as illustrated: list_build_intent2_small.png

Click Apply and then click Search.
5 View the details and modify criteria On the search results page, click on a company to view a summary of the company details.

20_-_Result.png
6 Save List To save companies to a list, select Companies and click Save, then select the Save to a New List option or choose an existing list to add companies to.

mceclip10.png

To create a new company list, enter a name for the list, and click Save.
7 Save Search To save your search criteria, click Save and enter a name for your search for future reference.

mceclip11.png

Save a Search Criteria

Step Description Details
1 Save search criteria On the Results page, click Save.

Screenshot_2020-11-12_at_1.50.25_PM.png
2 Enter a name  On the Save Search popup, enter a unique name for your search criteria and click Save as illustrated below:

save_search.png

 
3 View search criteria On the Build a List page, under My Saved Searches, click the View All link as illustrated. 

save_search1.png

 

On the Save List and Searches page, click the Saved Searches tab to view all of your previously saved searches. save_search2.png

Note: You can also update a saved search by clicking the Pencil pencil.pngicon to modify the criteria and clicking Save. You can use the same name for an existing saved search or rename it if you want to create a new search.save_search3.png 
4 Delete a saved search To delete a saved search, just click the 'Delete' delete.png icon adjacent to your saved search and it gets deleted. 

save_search4.png

Note: If you have a Trial license of InsideView Insights,  your saved searches will automatically get converted when you upgrade to a paid license. 

Export a List of People or Companies

Export a list of companies or people you're interested in.

Step Description Details
 1 Go to the List Building screen

Go to InsideView CRM View and then click Build a List.

export.png

 or

 In the InsideView Web View, click the Build a List link.

build_a_list.png
 2 Select the list to export

If you haven’t already built a list to export, go ahead and build the list.

Read the articles How to Build a People List and How to Build a Companies List for more information.

or

On the left side of the Build a List page, select the saved search that you want to export from the My Saved Searches dropdown.export1.png
 3 Click Export On the Search Results page, click Export, and then click Company or People based on which list you want to export.

export2.png

For example, in the Export dropdown, select the Export People to CSV file option:

export3.png

On the confirmation, pop-up click Export.

export4.png

Note: The number of company records you can export depends on how many credits you have remaining.
 4 Save the file Save or open the exported file.

Comments

0 comments

Please sign in to leave a comment.

Powered by Zendesk