Modules
Dee's "How to" #9: Finding Companies Rethinking Salesforce
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Transcript
Okay, I was assigned the task of finding contacts who have Salesforce and are looking to possibly migrate to HubSpot, are looking to move to a new CRM. Now, how do you do that? How do you know that a company is trying to leave their tool and possibly explore another one? Well, it's not as simple as we all would hope it would be. If we could just find out what companies are searching for keywords, that would be awesome. And I essentially did that using two tools, common room and clay. And this is how I started inside of common room's prospector tool. Why didn't I start inside of clay? Well, clay only allows you to get very basic firmographic data like industry and organization size and then I will have to enrich for everything else like text stack and revenue. So I excluded the revenue part which common room gives me at no cost. So I did the industry organization size annual revenue and I picked the location. I got all of these companies. The list was far bigger than this. I just already added it and I added these contacts to a segment right here. And I call that to filter because I'm going to layer on more. I also then added all the prospects because common room also will give you not just the companies but the people who fall within those companies and the titles that you are looking for. So I was able to get some and it gives you emails for some of them. So here I am saving more clay credits insteading having to reach um to find emails. Right. And I did the same thing. I add these contacts to a segment. Right. Okay. Looking here you could see the segments. I have tour to filter because again I will layer on other things that I need. And these are the two clean lists that I remain with that I'm going to send over to Clay. So you could see I started off with 9,000 companies and 5,000 contacts. And I ended up with 934 organizations that fit what I wanted and 637 contacts. Now what does that look like? What did I filter for? Okay, it's not showing here. So, I'm going to show you exactly what I built and how I did it. So, first thing I went and I looked at text stack. I need to ensure that these contacts have Salesforce. So, I will type in Salesforce and it'll populate. I'll select that. So, I know these contacts have Salesforce. Next, I will add Bomba. And this is the best part. These are people who are searching for HubSpot. So, they have Salesforce and they're looking at HubSpot. I also selected a few other things like sales and marketing alignment, uh, sales marketing automation, marketing automation, CRM software, all things that they may be a good fit to um, potentially be moving to HubSpot. Right. Good. Now, you could see I have around 900 companies. I take this entire list here and I'll say select all organizations and I will now then add them to my segment that's just companies. So that's clean and that's exactly what I did with the contacts. I did the same filters and I added them there. Now how do I get these babies to clay? Right. So common room has workflows. I created two workflows that are using web hooks to get that data into qu. So, I'll quickly show you what it looks like when you're building out a web hook inside of Common Room. It is run this workflow continuously. I picked um only the organizational segment that I wanted which was companies and I added it to this web hook that I created and I did the same thing for contacts. Now we are inside of Clay. These are the contacts that I had pulled in and this is how it looks. I have um a list of companies here. I did a little bit of clean up to make sure I'm excluding customers, partners, and I remove those because now I use this company list to find me more contacts that common room didn't have. And that's exactly what I have in this find people table. Now I have all the people that I want. I excluded companies that I don't want and I enrich for their email. So this list itself is ready to go. Now this is the list that I got from common room itself. Common room gave me a bunch of work emails. And what I essentially did here was I cleaned up the list of work emails so that in case like I didn't get any from them, I then also went to validate the list of work emails they gave me and then I searched for new ones. And in the end, total I had over a hund I had over 1,400 contacts. And that's a great list to start with. And that's how I did it. I hope you guys enjoyed that