SalesHub provides a powerful way to discover, save, and manage companies that match your ideal customer profile. By leveraging the Discover feature, you can filter and find relevant companies, save them for future reference, and efficiently manage your leads within the Leads section.
This guide will walk you through the process of saving companies, managing them, finding contacts, exporting data, and filtering your saved companies for better organization.
Once you have identified potential companies in Discover, you can save them to your Company Lists in the Leads section. SalesHub allows you to save either single companies or multiple companies at once.
Navigate to the Discover section and search for relevant companies.
Find the company you want to save.
Click the Save button next to the company name.
Choose an existing Company List or create a new one.
The company is now saved in your Leads section under Company Lists.
Use filters to narrow down your company search.
Select multiple companies by clicking the checkbox for each company name.
Click the Save Companies button.
Choose an existing list or create a new Company List to organize your saved companies.
The selected companies will now be stored in your Leads section.
Once companies are saved, you can efficiently organize and review them in the Leads section.
Go to the Leads section.
Click on Company Lists to see all your saved companies.
Select a company list by clicking on select a list button to view the saved companies.
To access all available details about a company, simply click on its name. The Company Card will open, displaying valuable insights such as:
Company profile details
Available contacts
Technologies used
Revenue, size, and industry information
SalesHub allows you to find contacts associated with a saved company, making it easier to connect with decision-makers.
Go to the Leads section and open the Company Lists tab.
Select the company for which you want to find contacts.
Click the View Contacts button located on the right side of the company row.
A list of available contacts associated with the company will be displayed.
SalesHub allows you to download your saved company lists as a CSV file for further analysis or integration with other tools.
Select the companies you want to export by clicking the checkbox.
Click the Export button.
A CSV file download link will be sent to your registered email.
Click on the link in your email to download the file.
The exported CSV file will contain all selected company details, including available data points like company name, contact information, industry, and more.
If you no longer need certain companies in your saved lists, you can remove them either individually or in bulk.
Navigate to the Leads section.
Open your Company List and find the company you want to remove.
Click Remove Company button to remove it from your list.
Go to the Leads section and open the relevant Company List.
Select multiple companies using the checkboxes.
Click Remove Companies to remove them from your saved list.
Navigate to the Company Lists section under Leads.
Select the list you want to delete.
Click Archive to remove the entire list.
Filtering helps streamline your company lists and makes it easier to find relevant leads.
Open the Leads section and go to Company Lists.
Choose the filter criteria you want to apply, such as:
Company Domain
City/State
Industry (e.g., Financial Services, Healthcare, Manufacturing)
Company Size
Revenue
Click Apply Filter to update your search results.
Filters help in refining your lead lists, ensuring that you only focus on the most relevant companies for your business.
SalesHub makes it easy to discover, save, and manage companies that align with your business goals. By using the Leads section, you can organize your saved companies, find key contacts, export data, and apply filters to optimize your workflow.
By leveraging these features, you can build a highly targeted list of potential clients, making it easier to reach the right decision-makers and enhance your sales strategy.