When adding Swedish companies to Upsales using the Upsales Prospecting PRO Add-on you will also receive any board members associated with that company and also see their other board assignments. A great opportunity for cross-selling.
How to display the board of directors list on companies
Enable the Prospecting PRO add-on
First, make sure you have the Prospecting PRO add-on active for your account. You will need to have the permission of Billing admin to enable this. How to activate add-ons in Upsales. <- Link
Adding new companies
When the add-on is active you can either add a new company to Upsales and selecting the company from the Upsales Prospecting search results. Once the company is added, enter the contact list of that company and any board members should be visible.
Updating already added companies
If you've already added a company to Upsales, either manually or from another data source, you can easily fetch the company data from the Upsales Prospecting database instead.
- Enter the company's page
- In the top right corner, click the update company icon
- A dialog appears which will let you select matching companies from your different data sources
- Select a result from the Upsales prospecting tab and click the Update button
- Enter the contact tab of the company and any board members should be displayed.
Adding a board member as a contact
To keep from bloating your contact lists with contacts you might not want you will have to manually add each board member to the company. This is done by clicking the "Add to Upsales"-button displayed for each board member.
Merge board member info with an already added contact
If the board member is already added to your Upsales account, merge the board member with the existing contact by clicking the right side of the Add to Upsales-button
Board member details
With each board member, you receive their full name, assignment role, how long they've had that role, and also any additional board assignments. The last one is a huge help for cross-selling, read more below.
Additional board assignments
Sometimes contacts are members of multiple boards for multiple companies, knowing this is a great way of finding hidden leads. If the company is added or updated with the Prospecting PRO add-on you will now have access to view these additional board assignments.
Simply click the link "Show companies" displayed on the row of each board member to view them.
Upsales then displays a list of companies and the role of the contact in those boards. Simply click to add these companies to your Upsales: