Sales prospecting tool DiscoverOrg - demo and resourcesCheck out this recording and documentation to help you use DiscoverOrg in your prospecting efforts. Quick notes below, full instructions including screenshots attached.
Quick Search
- Use Quick Search to gain intelligence on 1 account (such as your Top 10 and high growth accounts)
- Org chart - review the departmental structure to further penetrate groups of users and find new groups to target
- Employee contact info
- Financials
- News
- Follow "Scoops" to be alerted of trigger events:
- Business Pains & Projects
- Financial scoops - Mergers, Divestitures
- Business Scoops - product launches
- View "similar companies" to target companies that may have similar projects and pain points
Advanced Search
- Use Advanced Search to build lists for broad outreach
- Build lists by Companies, Employees or "Scoops" (news)
- Filter to TEDD data for our target audience - Tech, Engineering, Design & Development
- Create multiple searches for different target audiences (companies, titles, industries)
- Save your search criteria and subscribe for updates
Options for outreach once you have built your list:
- Connect with them via LinkedIn
- Email them directly (use Ed's best practices document)
- Export your list to .csv with all the contact details needed for a Sales Campaign in Salesforce
Tips
- Divide & conquer within your team - think Top 10 targeting for AE and High Growth accounts for IS
- Subscribe to receive new Scoops by email Daily or Weekly
- Chrome extension allows you to view contact info within your browser - while you're researching companies or browsing LinkedIn = no more guessing email addresses
- Use the Knowledge Base within Help & Training to obtain step-by-step instructions
Huge thanks to @AntoineS for setting up this valuable session and to @lori_casto for collaborating on the documentation.
Inside Sales NewsInternal MeetingsRe: Sales prospecting tool DiscoverOrg - demo and resources@rebecca_surendr is the tool also available for AEs in Europe? My registration fails. Thanks in advance.
Re: Sales prospecting tool DiscoverOrg - demo and resources@JessicaHorsch this tool can be requested through the SAS Library. It states prospecting lists are available for U.S., Canadian, Mexican, and European companies.
Re: Sales prospecting tool DiscoverOrg - demo and resources@rebecca_surendr it is a great tool - thank you very much!