.. _prospecting:

Prospecting
===================

Overview
------------
Matchbook Prospecting is a powerful tool designed to help users efficiently identify and connect with potential prospects. It streamlines the process of gathering targeted data and building a qualified list of leads, making it easier to drive business development efforts. The tool enables users to search for prospects based on specific criteria and customize lists that align with their outreach goals. With Matchbook Prospecting, users can save time, improve accuracy, and enhance their lead generation strategy.

Prospecting is a crucial step in the sales and marketing process, helping businesses identify and reach the right prospects. In Matchbook, the prospecting feature allows users to explore extensive data sets, perform targeted searches, and organize their findings into actionable lists. This functionality is divided into two main sections to optimize your workflow:

1. Search Data
+++++++++++++++

In the Search Data section, users can filter and search through various data sources to identify potential prospects.

2. Build a List
++++++++++++++++

Once the ideal prospects are identified, the Build a List section allows users to compile and manage their leads in an organized manner.

* From the left-hand navigation bar, click on Prospecting.

.. figure:: _static/prospecting/Prospecting1.png

   *Prospecting-Navigation*

This method of prospecting has been discussed in detail in further section of the document.

Search Data
+++++++++++++

This feature allows users to search through a different API—specifically, the D&B API. However, there is no functionality for auto acceptance based on confidence codes or predefined rules. Users can view the auto acceptance rules but cannot apply them directly through this interface. This limits the ability to automate decisions based on the confidence scores associated with the data retrieved from the D&B API.

.. note::
   The search results do not initially display a confidence code but are shown in a sequence. When a specific identifier is clicked, a detailed view reveals the confidence code. These responses are generated based on the settings configured under D&B- Identity Resolution, which uses a minimum match criterion. If the user updates this minimum match criterion and searches for the same company, no data may appear if the criteria are too restrictive. For customers who set a higher match threshold, they may notice fewer results being generated.

Users can also review a record from the search data. For further details, please refer to the Reports documentation.

.. note::
   The search results are based  on the Global Minimum Match Criteria set under Settings>>Identity Resolution.

When searching for companies listed under the US, the highest confidence code they can receive is 6, unless all other criteria are fully met.

.. figure:: _static/prospecting/Prospecting2.png

   *Prospecting*

.. list-table::
    :header-rows: 1

    * - Field
      - Description
    * - Company
      - Enter the name of the company you are searching for to retrieve relevant information.
    * - Address Line 1
      - Provide the primary address where the company is located for accurate identification.
    * - Address Line 2
      - Include additional address details (e.g., suite or floor number) to refine the search.
    * - Phone
      - Enter the company's contact number to assist in verifying its identity.
    * - City
      - Specify the city where the company is based to narrow down search results.
    * - State/Territory
      - Indicate the state or territory to further pinpoint the company's location.
    * - Postal Code
      - Enter the postal code for precise geographic identification.
    * - Country
      - Select the country from the drop-down menu where the company operates to filter search results accordingly.
    * - DUNS
      - Provide the DUNs number for unique identification of the business entity.
    * - Domain
      - Enter the company's website domain to find online presence and related information
    * - Email
      - Include the company’s email address for direct communication and verification.
    * - Registration Number
      - Input the official registration number for legal identification of the business.
    * - Language
      - Select the preferred language for the search interface.
    * - Exclude non-headquarters
      - Select the check box to filter out companies that do not operate from their main headquarters.
    * - Exclude non-marketable
      - Select the check box filter out companies that are not suitable for marketing outreach.
    * - Exclude Out of Business
      - Select the companies to remove companies that are no longer operational from the search results.
    * - Exclude Undeliverable
      - Select the check box to exclude companies with addresses that cannot receive mail.
    * - Exclude Unreachable
      - Select the check box to filter out companies that cannot be contacted via provided communication methods.

.. note::
   A reminder that at least one of the specified fields (Company Name, DUNS, Domain, Email, or Registration Number) must be filled to initiate the search.

.. raw:: html

    <div class="middlediv">
        <strong> Search Action:</strong> After filling in all the necessary fields, click on the Search button to display the results on the same page. Users can view the detailed report for any company by clicking on its Identifier number. A new window opens as shown below.
    </div>

.. figure:: _static/prospecting/Prospecting3.png

   *Prospecting-Search*

.. note::
   The colour coding represents match grades, with Red signifying differences and Green and Yellow indicating similarities.

.. note::
   If the user wishes to select a record, they can click on the DUNS number, followed by the **Add Match as a New Company** button, which will trigger a dialog box, looping it back to the company.

.. figure:: _static/prospecting/Prospecting4.png

   *Prospecting-Search*

* The source record ID will automatically populate.
* Select the Tag from the options available in the drop-down menu.

By clicking on Add Company, this data will be automatically reflected in the Match Output queue.

**Additional Actions:** Users can further filter their search by clicking on Additional Actions and selecting an option from the drop-down menu.

**Reset:** Clicking the Reset button clears all input fields, allowing users to start a new search with fresh criteria.

Build a List
+++++++++++++

This section helps users create customized lists for outreach, export data for analysis, and track the progress of each prospect. This feature lets the sales team compile and export a list of potential leads, streamlining outreach. It’s a matching tool designed specifically for the sales department to generate targeted lead lists based on defined parameters, with limited need for further internal processing.

.. figure:: _static/prospecting/Prospecting5.png

   *Prospecting-Build List*

Let's start looking at each tab. All these are standalone parameter; at least one standalone parameter must be included in the request. All this data is being reflected from the D&B enrichment data.

.. note::
   The clients are notified in that their data is being enriched.

.. raw:: html

    <div class="middlediv">
       <strong> 1.	Keywords/DUNs/ Telephone/Domain Search</strong>
    </div>

The Keyword Search feature allows users to find prospects by using specific industry or business-related keywords, tailoring searches to relevant sectors. With DUNS Search, companies can be precisely targeted using their unique DUNS number, ensuring accurate identification. Telephone Search enables locating prospects by their phone numbers, facilitating direct access to contacts. Lastly, Domain Search filters prospects based on their website domain, focusing on companies with an established digital presence.

.. figure:: _static/prospecting/Prospecting6.png

   *Prospecting-Build List*


.. list-table::
    :header-rows: 1

    * - Field
      - Description
    * - Search Text
      - Input keywords in this field to filter companies according to relevant business terms. The Search Results area will refresh with the updated list, and users can click on any entry for a more detailed view.
    * - DUNS Number
      - Enter the unique DUNS number to directly identify a specific company.
    * - Telephone Number
      - Enter in a phone number to find associated companies or contacts.
    * - Domain*
      - Use this field to search for companies linked to a specific website domain.
    * - No. of Records
      - This shows the count of matched records from the search criteria applied. Select from the options available in the drop-down menu.

.. raw:: html

    <div class="middlediv">
        <strong> 2. Company Detail Search</strong>
    </div>

This feature provides comprehensive information about companies, allowing users to access detailed insights for targeted analysis.

.. figure:: _static/prospecting/Prospecting7.png

   *Prospecting-Company Detail Search*


.. raw:: html

    <div class="middlediv">
       <strong>  Company Info</strong>
    </div>

.. list-table::
    :header-rows: 1

    * - Field
      - Description
    * - Company Name
      - Input the company's registered name for precise identification.
    * - Employee Information Scope
      - Defines the range of employee data for targeted filtering.
    * - Min# Employee
      - Sets the minimum number of employees to filter company size.
    * - Max# Employee
      - Sets the maximum number of employees for refining the search.

.. raw:: html

    <div class="middlediv">
        <strong>Address Info</strong>
    </div>

.. list-table::
    :header-rows: 1

    * - Field
      - Description
    * - Find Latitude and Longitude for your entered address
      - Helps obtain geographic coordinates for a given address.
    * - Address
      - Input the specific street address of the company.
    * - Country
      - Select the company’s country for location filtering.
    * - City
      - Enter the city where the company is located.
    * - State
      - Specify the state for more accurate results.
    * - Postal Code
      - Adds the postal code to refine location precision.

.. raw:: html

    <div class="middlediv">
        <strong>Location Info</strong>
    </div>

.. list-table::
    :header-rows: 1

    * - Field
      - Description
    * - Location Radius
      - Expands the search area around a location by a specific radius.
    * - Latitude
      - Enter the latitude coordinate for targeted geographic filtering.
    * - Longitude
      - Enter the longitude coordinate to pair with latitude in location searches.
    * - Radius
      - Sets the radius around coordinates for area-based filtering.
    * - Unit
      - Choose the unit (e.g., miles, kilometers) for the radius.

.. raw:: html

    <div class="middlediv">
        <strong> Other Info</strong>
    </div>

.. list-table::
    :header-rows: 1

    * - Field
      - Description
    * - usSicV4
      - Enter the SIC code to classify the company’s industry.
    * - Registration No
      - The company’s registration number for identification.
    * - Tradestyle Name
      - Alternate name or "doing business as" name for the company.
    * - Ticker Symbol
      - The company's stock ticker for publicly traded firms.

.. raw:: html

    <div class="middlediv">
       <strong>3.	Financial/Linkage Info</strong>
    </div>

This section provides access to a company’s financial details and organizational connections, enabling precise revenue and structural analysis. Linkage information helps assess a company’s size within a corporate family tree.

.. figure:: _static/prospecting/Prospecting8.png

   *Prospecting-Financial/Linkage Info*

.. list-table::
    :header-rows: 1

    * - Field
      - Description
    * - Financial Info
      - Provides key financial data to gauge company size and revenue.
    * - Yearly Minimum Revenue
      - Set a lower revenue limit to filter companies by minimum earnings.
    * - Yearly Maximum Revenue
      - Set an upper revenue limit to target higher-revenue companies.
    * - Linkage Info
      - Displays the company’s connections within a corporate family network.
    * - Minimum Family Tree Member
      - Filters companies with at least a specified number of affiliates.
    * - Maximum Family Tree Member
      - Limits companies by a maximum count within a corporate group.

.. raw:: html

    <div class="middlediv">
        <strong> 4.	Exclusion Filter</strong>
    </div>

These filters remove non-viable prospects from search results, ensuring a refined, high-quality lead list. Exclusion criteria include companies that are out of business or not marketable.

.. figure:: _static/prospecting/Prospecting10.png

   *Prospecting-Exclusion Filters*

.. list-table::
    :header-rows: 1

    * - Field
      - Description
    * - Exclude Out Of Business
      - Omits companies no longer operational from the search.
    * - Exclude Non - Marketable
      - Removes companies with limited market appeal.
    * - Exclude Mail Undeliverable
      - Excludes companies with addresses not receiving mail.
    * - Exclude Disconnected Telephone
      - Filters out listings with disconnected phone numbers.

Action Buttons
---------------

* Click on Search to executes the search based on selected filters and criteria.
* Click on Clear to Resets all search fields and filters to start a new query.
* View History allows users to access and review past search records for reference. Under View History, the action button labeled Select enables users to search through their past records efficiently.

.. figure:: _static/prospecting/Prospecting10.png

   *Prospecting-Action Buttons*

By clicking this button, users can access a list of previously conducted searches, allowing them to quickly retrieve relevant data or revisit specific entries. This feature enhances user experience by providing easy access to historical information, making it simpler to track and manage previous queries.

* Click on Export to Excel to download all this data for your records.