Build a list of companies to find prospects based on specific search criteria, including location, industry, news, and more.
|1||Go to the List Building page||
Find InsideView in your CRM and then click Build a List.
In standalone InsideView, click Build a List.
|2||Select Company List||On the Build a List page, click Company List to build a list of companies.|
|3||Search with Location search criteria||
The Locations list enables you to search for companies using the following geographical criteria:
|4||Enter the Employee count and Revenue||Use the Number of 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 Number of Employees and 5M to 2.5B in Revenue, 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.|
|5||Select the Industries||
Select an industry from the Industry drop-down list, then select any applicable sub-industries. You can also enter an industry’s SIC or NAICS code here. The InsideView database will allow you to search using either 2007 or 2012 NAICS codes.
Note: Remember to uncheck the Only search primary NAICS option on the Build a List page in order for this to work.
|6||Select the Business Type||Under the Business Type section, select the type (public, private, etc.), status (acquired, subsidiary, etc.), ranking (listing on Fortune 500 or Fortune 1000) and financial year end of the companies you want to target.|
|7||Enter the Smart Agents||Under the News section, click Smart Agent and select an agent such as Expanding Operations, or click Keywords and enter the keywords that represent the best sales triggers for your offerings.|
|8||Filter Companies||Under the Connections section, filter only the companies you connect 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 in the target companies. If you select People your co-workers know to find connections through their affiliations, your list will comprise companies your co-workers are connected to.|
|10||View the details and modify criteria||On the search results page, point to a company's name to view a summary of the company details. If you want to make changes to your criteria, click Modify Criteria.|
To save your search criteria, click Save Search, then enter a name for the search for future reference.
Include Customer Results
Note: This feature works only for Company Reference (alternatively known as Enterprise Reference) customers.
Select the Include Customer Results check box if you would want to include all reference customers you added in the results. When you do this and build a list, all companies you added as reference customers will be included in the search results.
Uncheck this box if you do not want to include reference customers in your list build search results. When you do this, the search result will omit these companies from the search results.