Discover leads with key information like financial statements, board of directors, industries, and addresses. All by using the Upsales Prospecting PRO add-on.
Using the Prospecting BASIC add-on? Please see this article.
Not using the Prospecting BASIC or PRO add-on? Here's how to find new prospects with Bisnode.
The Upsales Prospecting database contains Swedish and UK companies.
This article covers:
- Where to find Upsales prospecting
- AI-recommended leads
- Creating custom searches
- How to use the Prospecting filters
- Adding companies to your prospecting list
- Assigning & managing prospects
- How to receive company updates on your prospects (Signals)
Where to find Prospecting
Click Sales & CRM → Find new prospects:
Leads already in your database
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 finding new prospects.
When you're ready to search, click the Start Prospecting button:
This connects your account to the Upsales Sales AI. Then it researches your sales history to recommend you data-driven leads daily:
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:
These will include companies that are:
- Start-ups in your top industries
- Similar to your biggest customers
- Most profitable in your top industries
- Hiring at a fast rate in your top industries
Creating custom searches
Still want to create custom searches in the Upsales Prospecting database? Click the Start prospecting button:
You'll see a range of filters to include or exclude companies. These include:
Boards of directors
When adding companies, you receive any board members of those companies. Board members are then available inside the Contact tab on the companies page.
Time-saver: Employees with CEO in their job title (including external CEO or vice CEO) are automatically added to contacts
How to work with Board of directors data
When adding companies, you also receive the company's financial statements.
These include key figures, income statements, and balance sheets. The tab is available on the companies page inside Upsales.
How to enable Financial statements
Upsales crawls company websites to see which words and phrases are being used. For example on the home page or in the meta description.
Enter a keyword or phrase, and Upsales compares your query with what's been crawled.
Any company matches will appear at the bottom of your screen, ready for you to review. Results that are the closest match to your keywords will appear first.
Click the blue box to toggle between matching all or any words:
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:
This filter can help with targeting different-sized companies. The change in employees filter can also be used to find companies growing fast, based on their hiring rate:
The Revenue filter is available in the Basic version of Upsales prospecting. Pro gives you advanced financial filters, including EBITDA, profit margin, equity ratio and more.
Only want results for start-ups or mature companies? This filter narrows your results:
How to use the Prospecting filters
Click the all/any filter to include companies matching all or any of the filters:
Click the X to remove a filter from your search:
To add the filter again, click the button underneath your active filters:
This opens a dropdown where you can add the chosen filter:
You can also use the filters to exclude companies.
You can also save the list by clicking the button next to Find new prospects:
Adding companies to your prospecting list
When clicking an AI recommendation or creating your own custom search, you arrive on the search results page.
Results are sorted by name as default (except keywords, which are sorted by relevance). However, you can sort 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.
Under this column you can click to view related (such as subsidiary) companies:
You can then see the related company details at a glance, including headquarters, number of employees, revenue, plus any journey status and attached account manager:
When you've chosen your companies, click the Assign & manage tab to distribute these to your team.
Assigning & managing prospects
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. You can also place the call in a Call list.
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.
How to receive company updates on your prospects (Signals)
You can also set up alerts whenever there's activity within one of your prospect companies. For example, a change in structure, reporting financial results, or general news.
This is with the Prospecting Signals add-on, available on its own or bundled with Prospecting PRO.
How to activate the Prospecting PRO add-on