How to Build a Company List in InsideView Target

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

Step Description Details
1 Launch InsideView Target  Click Build a List in the InsideView Sales.

buildlist_new.png

 2 Enter the company list criteria On the InsideView Target page, enter the search criteria for your company list.

 3 Search with the Location

The Locations list enables you to search for companies using the following geographical criteria:

  • City or State
  • Zip Code
  • Area Code
  • Country

  • City/State: Select City/State from the Locations list then enter a city's name in the City field.
    • To search for companies within a particular state, enter the code for the state in the State field, and leave the City field blank.
    • To search for companies in a particular country, select the country name from the Country drop-down list.
  • Zip Codes: Select Zip Codes from the Locations list, then enter the zip code(s) in the Zip Code field. Use commas to separate multiple zip codes.
  • Area Codes: Select Area Codes from the Locations list, then enter the area code(s) in the Area Code field to search for companies operating in specific areas. Use commas to separate multiple zip codes.
  • Countries: Select Countries from the Locations list, then, click the Country field and select the country from the drop-down list. To select multiple countries, hold down the Ctrl key while clicking.
  • Regions: Select Regions from the Locations list, then click the Regions field and select the geographical region such as Asia or Middle East from the drop-down list. To select multiple regions, hold down the Ctrl key while clicking.
 4 Search with Employee count and Revenue Use the Employee Count Min, Employee Count Max, Revenue Min and Revenue Max 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 Employee Count 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.

Note: The number of companies available in the InsideView database adjusts automatically based on your search criteria.

 5 Search by Industry type Select an industry from the Industry drop-down list, then select any applicable sub-industries. For example, select Commercial Banking

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 +Add Search Criteria to add the following additional search criteria:

 

  • Fiscal Year End – Select the fiscal year end month of a public company from the drop-down list.
  • Ownership Type – Select the ownership type of a company from the drop-down list. For example, you can select Public, Private or Government.
  • Company Status – Select the status of a company from the drop-down list. For example, you can select Operating, Subsidiary, or Acquired.
  • Social Network – Use this list to search for executives who are on one of the following social networking sites: Twitter, LinkedIn, or Facebook.
  • Ranking By default, Ranking is set to Any. You can select either Fortune500 or Fortune1000 company ranking. 
  • NAICS 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 a commas. 
  • SIC – Enter the Standard Industry Classification (SIC) codes of a company. 

    Note: The NAICS and SIC criteria is disabled if you select the Industry type filter because these three search options mutually coexist. 

  • News – You can use an InsideView Agent or Keyword in your search. There are 18 standard InsideView Agents. InsideView Agents are used to group news articles into sales-relevant categories such as Leadership Changes, New Offerings and Expanding Operations.

    To use an agent in your search, follow these steps:

    • Click the News menu and select Agents from the drop-down list.

    • Select the news agent you want to use.
    • Select the number of days.
    • For example, if you select "Partnership" and 1 for number of days, then click Search the search results appears as illustrated below:

    • To use a keyword in your search, select the Keyword from the News drop-down list.
    • Enter the keyword, for example, Apple Inc.
    • Click Search. The Keyword search result appears as illustrated below:

      Note: News articles will be grouped based on number of days. You can select a number ranging from 1 to 30 days to retrieve the latest news.

  • Technology– InsideView Target allows you to search for executives based on the technologies used by a company. For example, you can search for executives who are working at a company that uses Google App Engine technology or Microsoft SQL Server technology.

    To search for executive based on technologies used by a company, follow these steps:

    • Select Technology in the Add Search Criteria.

    • Select the technologies. For example, Google App Engine and Microsoft SQL Server technologies.

    • Click Search.

      Note: The search results with technology criteria will populate Technology UsedTech Used Primary Category and Tech Used Sub Category additional fields, which can be exported in a data.xlsx file.

 9 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. To save companies from search results, click Companies.

 10 Save Search To save your search criteria, click Save, then enter a name for the search for future reference.

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