Overview of ‘Accounts’ - Build Your Prospect List Fast

When you access the 'Accounts' section, you'll find all your prospects displayed in the right pane, and you have the option to efficiently filter them using our filter tool. As you expand your prospect list, the filter tool enables you to pinpoint specific prospects that match your search criteria swiftly. 

Utilising our Google-powered search, you can rapidly compile your prospect list. Our initial focus will be on demonstrating how to add a new prospect. To see a step by step process on how to create new accounts, click on the ‘Show me how’ button below:

Benefits and Purpose

Leveraging Google-powered search functionality enhances the speed and accuracy of compiling your prospect list. It taps into powerful search capabilities, helping you find and add potential clients more efficiently. 

Best Practices

Clearly define the characteristics of your ideal customer, including industry, company size, location, and specific needs. This will help you target prospects who are most likely to benefit from your services. Furthermore, divide your prospect list into segments based on criteria like industry, geographic location, or specific services they may need.

Tips for Success:

1. Before initiating any email campaigns or outbound marketing to a prospect, be sure to identify the decision maker and obtain their direct contact information.
2. The email addresses of the contacts you associate to any prospect should be the person's direct email address and not a generic email address such ‘info@’.
3. Validate the correctness of the business contact information with your prospect to prevent inaccurate results in the Snapshot report, which will be discussed later in this manual.

For more information on how to create accounts on the SSC, please see this article.