Leads are everywhere if you know where to look! Add companies to Upsales with key information like financial statements, board of directors, industries, addresses. All by using the Upsales Prospecting add-on.
This article covers how to find new prospects with the Upsales Prospecting Add-on activated. If this add-on isn't active for your account, here's how to find new prospects with Bisnode.
The Upsales Prospecting database currently only contains Swedish and UK companies.
This article covers:
- Finding leads in your existing Upsales data
- AI-recommended leads
- Boards of directors
- Financial statements
- Creating custom searches
- Working with the search results page
Finding leads in your existing Upsales data
There are leads hiding in your data, perhaps with more potential compared to completely new leads.
Click Sales & CRM → Find new prospects:
You'll see a set of recommendations for different types of leads. These range from lost customers to companies you added but never contacted. Try to process these ones before moving on to adding new companies.
Clicking a suggestion generates a list of companies.
Select the ones you want and click the Assign & manage tab to plan contact with them.
This add-on connects your account to the Upsales Sales AI. This researches your sales history to recommend you top quality leads, every day:
Clicking one of these suggestions displays a list of companies. Select the ones you want and click the Assign & manage tab to plan contact with them:
- New start-ups in your top industries
- Companies similar to your biggest customers
- Untapped companies in company groups where you have customers
- Companies hiring at a fast rate in your top industries
Boards of directors
When adding companies with this add-on, you receive any board members of those companies. Board members are then available inside the Contact tab on the companies page.
When adding companies with this add-on, you also receive the company's financial statements. These include key figures, income statement, and balance sheet. The tab is available on the companies page inside Upsales.
Creating custom searches
Still want to create custom searches in the Upsales Prospecting database ? Click the Start prospecting button:
Joining the standard prospecting filters (such as country or industry) a new range of prospecting filters are available. These include:
- Change in employees (hiring rate)
- Profit margin
Here's a brief explanation of how these filters work:
Each company is registered with a corporate form. Add one or multiple company forms to filter your search.
Use this filter to only display industries containing companies you've previously sold to:
Select the industries you want to filter your search.
Only interested in companies in specific cities or streets? Well, jackpot.
Tip: You can also add multiple series of postcodes:
Sometimes it's easier to look at the number of employees rather than the company revenue.
PRO: To find companies hiring at a fast rate, use the Change in employees filter, available in the Upsales Prospecting PRO add-on
The Revenue filter is available in the BASIC version of Upsales prospecting.
PRO: To find companies with advanced financial filters, use the Upsales Prospecting PRO add-on
Of course the most basic filter is also available. Simply enter company names to get matching results.
Only want results for start-ups or mature companies? This filter narrows your results.
Working with the search results page
When clicking an AI recommendation or creating your own custom search, you end up on the search results page. Results will be sorted by name as default, However, you can sort on most columns in the list.
Click the Select button to add these companies to your list:
Companies you select are added to the Select tab
To make multiple searches with different filters, companies you select are placed in the "Selected" tab. That's where you can also remove them from your selected list.
When you've chosen your companies, click the Assign & manage tab to distribute these to your team.
Assign & manage page
You might want to allocate newly added companies to your sales team.
Click the Assign & manage tab and you can choose who will plan a call:
Plan a call with the companies
This action is active by default. Toggle to change this to off. If the phone call has a due date, you can add this manually.
More about phone calls
Assigning team members to the companies
Use the toggle buttons to:
- set the user as account manager
- email users about upcoming calls with companies
Give to assigned user
This is for already-planned activities or phone calls. The assigned user will receive a new planned call.
Add company data
This feature enables you to add more data to the companies from your custom fields. You can also add the companies to campaigns or categories.
Adding companies to Upsales
When done, click the button in the top right corner to start adding the companies to your account. If you are adding a lot of companies this might take a moment.