9Company Prospecting Discovery

Overview of Advanced Insights

Customers want to find and prioritize target accounts, but target account definitions are often anecdotal and/or too broad to encode into an actionable go-to-market strategy.

Finding and prioritizing target accounts is crucial for a variety of sales and marketing use cases, such as sales territory planning, building named account lists, Account-Based Marketing campaigns, or field event planning.

What it Does

Data drives business decisions, but it’s not always easy to surface and interpret. Backed by data science analyzing thousands of attributes, Advanced Insights provides a deeper view into the most significant attributes of your best customers. This allows you to create a data-driven Ideal Customer Profile (ICP) in order to target the right companies and identify your Total Addressable Market (TAM):
  • Use Advanced Insights to analyze your best customers for identifying attributes.

  • Discover additional ICP criteria you may not have known to build out a robust, data-driven set of ICP criteria.

  • Encode ICP criteria into Account Scoring to operationalize your targeting strategy.

    See Overview for details.

To begin exploring this feature, login to your Oracle DataFox instance, and select the Insights tab.

Insights Screen

How the Data Science Works

Data science models surface attributes which are significantly more common than what expected to see among all companies in our database, based on how many standard deviations a feature is from the norm.

Data Science Expected vs Actual Customers Graph

To get started with advanced insights, see Advanced Insights and Example of Ideal Customer Profile Analysis.

    Advanced Insights

    Advanced Insights will help analyze target accounts and uncover unique details about these companies to help Sales and Marketing teams confirm your Ideal Customer Profile (ICP), identify your Total Addressable Market (TAM), and find a faster path to revenue. These criteria can be incorporated into your Account Score or leveraged in Oracle DataFox searches.

    To get started, login to your Oracle DataFox instance and navigate to the Insights tab.

    Insights Tab Page

    Select the New Insights button and insert the title of the list you want to analyze. These can be private lists that you generate or public lists available on Oracle DataFox.

    We recommend you curate a list that has good examples for what you’re analyzing. For example, if you’re analyzing for your ICP, find examples of good customers (like high revenue or retention) and not just any current customers (like a random sample or the most recent). We recommend including at least 100 companies in this list for statistical significance.

    Dialog to Add List Name

    After you select a list, you can choose Run Report. This process takes several minutes and an alert is generated when it is done.

    Report with Lists

    Afterward, you can click any of your processed lists. This will take you to an Advanced Insights output, providing more details about the list and the companies associated with it.

    The Advanced Insights tab analyzes the following attributes:

    • Headcount

    • Total Funding

    • Keywords

    • Keyword Clusters

    • Industry Categories

    • Technographics

    • HG Data Technographics

    • Conferences

    • Public Lists

    This graph summarizes the following information:
    • The graph for each category provides the top five criteria to consider. If you see fewer than five criteria, it's because there aren't five that are significant in this category.

      Graph for each category
    • Each section allows you to expand additional details for further information such as the significance (Z-Score), which measures the number of standard deviations from the norm, measuring the attribute’s significance to the list.

      A quick way to think about this is the higher the significance (Z-Score), the more unique that criterion is when comparing your target list to the entire database. Criterion with high significance should be considered for your ICP as account scoring criteria.

    • You can also select the visible box to see which companies from the initial list match that criteria as a pulse check on that criterion.
      Details Collapsible
    • For each attribute, you can also see which companies from the initial list match that criteria as a pulse check on that criterion.
      Number of Companies on the List column
    • Additionally, you have the option to download the Insights as a .CSV file if your teams work with excel documents. This can be done for each criteria.

      The significance scores are color coded to highlight potential criteria that could be incorporated into your Account Score. Significance (Z-Scores) greater than or equal to five will appear in green, so consider adding these as criteria. Significance scores less than five but greater than negative five will appear in black as a neutral criteria. Significance scores less than or equal to negative five will appear in red, so consider adding this as a negative Account Scoring criteria.

      Download to CSV

    Advanced Insights provides the data to support your ICP analysis, gives a clear depiction of your TAM, and allows you to expedite growth. An ICP Example is available here.

    Please note, some Advanced Insights features, such as the details drop down or the ability to download Z-Scores, are only available if you have purchased Account Scoring.

      Example of Ideal Customer Profile Analysis

      The goal of this article is to help you identify your Ideal Client Profile (ICP). This goal is achieved by generating a list of more than hundred target accounts and analyzing unique criteria among the companies on that list to find similar companies.

      If you still have questions about configuring Advanced Insights, please see the Advanced Insights article.

      To begin, navigate to the Advanced Insights tab and select your list of target companies.

      Insights Report

      After you access your list, you can review the categories to identify unique metrics among your target companies when compared to companies in the database. For example, to identify this example ICP, see Headcount, Total Funding, and Keyword Clusters.

      Headcount Metrics

      Under Headcount, you can see the various forms of criteria and significance. A higher significance indicates a better criteria for targeting ideal clients. In this example, companies above 200 employees have strong significance (Z-Scores).

      Total Funding Metrics

      For Funding, we want to look at companies with funding rounds greater than $100M based on the significance (Z-Score).

      Funding Rounds Greater than $100M

      And for Keyword Clusters, our high value targets are companies are in the Enterprise Software and Software as a Service (SaaS) industries.

      Now that you’ve identified some ICP criteria, you can push this into Account Scoring using the results from your Advanced Insights to identify your TAM and target other prospects using Account Scoring.

      To do so, add weights from the criteria you gained using Advanced Insights. Start by navigating to Account Scoring and then select Add Criteria.

      Account Scoring Page

      From example, use Headcount, Funding, and SaaS as the keyword. Select appropriate options when you select Add Criteria.

      Add Criteria option

      The criteria is displayed in the Account Scoring page when it is established.

      Scoring Criteria Example
      Funding Radio Button
      Industry Keywords Radio Button

      Afterword, the criteria is created, add appropriate weights.

      Insights Report Widget Options

      Advanced Insights helps you nail your ICP and identify your TAM by leveraging statistical analysis across more than 3.4 million companies.

        New Customer Account Prospects

          How You Target Companies with SimilarWeb Traffic

          SimilarWeb Rank is a website traffic scoring methodology developed by SimilarWeb to determine a website’s rank. It calculates the number of monthly unique visitors together with the number of page views across desktop and mobile traffic. SimilarWeb Rank is provided by DataFox as part of our partnership with SimilarWeb.

          WebRank Filters

          Login to your DataFox instance and navigate to the Companies tab. Select Add a Filter to view the Filter Companies dialog box.

          Select Web Traffic and then SimilarWeb Rank.

          SimilarWeb Rank option

          Under the SimilarWeb Rank module, you can choose between a minimum/maximum web rank for prospecting specific websites.

          In our example, let’s select a min/max of 200-500.

          Min/Max option

          When you choose your values, click Apply. A list of companies appearing with the relevant WebRank appear, allowing you to generate a Dynamic List for rep distribution.

          Filtered By SimilarWeb Rank screen

            Industry Classification Filters

            DataFox has proprietary, mutually exclusive industry classifications to help with TAM expansion or screening a sector.

            Let’s walk through how you can utilize and leverage this powerful filter system with our brief overview.

            Industry Filters

            Login to your DataFox instance and navigate to the Companies tab. Select Add a Filter to view the Filter Companies dialog box.

            Select the Industry Definition tab.

            Classification Filter Option

            Select Industry Categories.

            This field displays industry types, like Saas or FinTech based industries. You can tick the visible boxes to focus on specific aspects of an industry. You can also tick the category name to select all boxes.

            This allows your rep teams to focus on highly specific points of an industry.

            Focus on specific industry option

            The industry categories are mutually exclusive, and you can layer on additional industry keywords to get a more granular view of the industry or focus on a niche segment.

            Keyword filters added

            After you have selected your criterion, click Apply.

            Filter in results

            From these results, you can create a Dynamic List or layer on additional criteria.

              Configure Preferred Technographics

              Technographic filters is a powerful, advanced-intelligence resource that allows you to expand and prioritize your total addressable market.

              This article summarizes how to build a list of laser-focused technologies.

              Configure Technographics

              1. To configure preferred Technographics, you must log in to Oracle DataFox as an administrator. Navigate to Settings .

                Configure preferred technographics
              2. Select Technographics.

                Technographics Settings
              3. In this tab, different Technographic clusters are shown. Each represents a group of technologies. Adding one will save this as a filter for future searches.

                For our example, select the Salesforce cluster to add multiple Salesforce technologies. Additionally, you can search for specific technologies in the search bar.

                Select clusters
              4. You can further refine your search results with HG Data Technographics .

                Refine search results with HG Data Technographics
              5. You can apply these filters when you search for companies. Navigate to the Companies tab, and select Add a Filter.

                Add filter option
              6. Once the new window appears, navigate to Technographics. Select theFilter On Preferred Technographics option to display only the companies with technographics. This shortlist is available for reps when set by the admin, keeping only relevant technologies in searches.

                Click Apply to save these Filters.

                Filter on preferred technographics
              7. You can create a Dynamic List to identify new companies that are using specific technologies.

                Filter by Technographics
              8. This allows your team to view companies with technologies you care about. In the image below, the Google company profile shows some of the preferred Technographics we selected earlier.

                Google’s company profile
                Note: Salesforce users: This will also integrate with Salesforce but will require at least 24 hours to update. When updated, you can view them in your iFrame.

              Technographic Data Providers

              Oracle DataFox accesses Technographic information from HG Data and BuiltWith. There are some key differences between the two worth noting:
              • BuiltWith performs in-depth website scans to discover what technologies a business uses. For example, if a company has a Marketo lead form on the website this is tagged by BuiltWith.

              • HG Data draws from information behind the scenes, such as resumes and job postings to establish what technology a company utilizes.

              Now, with this deeper understanding of Technographics and HG Technographics, you can quickly build preferred shortlists of technologies.

                Identify New Target Companies

                You can easily see when new companies meet your filtering criteria with the mobile Date Added column. You need to access one of your Lists to do so.

                To edit the column, select the three dots, then Customize Fields. You can add Date Added to List column and move it to the Active Fields section by dragging and dropping the column into the appropriate order.

                Three dots icon
                Customize fields dialog

                In our example, Date Added is already in the Active column.

                Once the column is visible, you can click the drop-down in the column header to sort descending and see the most recent companies that match your targeting criteria:

                Sort and filter option on column

                  Find and Prioritize Accounts With Industry NAICS Codes

                  Locate Accounts with NAICS Codes

                  You can now narrow down your accounts by industry using NAICS codes and descriptions. DataFox now includes NAICS primary and secondary codes for nearly 200K companies.

                  For instance, you can search for manufacturing companies by filtering by NAICS for manufacturing. You can also search for companies with any NAICS code or no NAICS code:

                  NAICS Codes

                  Map NAICS Codes to Salesforce

                  You can also map NAICS codes to accounts, and if you’re a Salesforce user, you can map to accounts, leads, and contacts.

                  Note: This section uses Salesforce as an example.

                  Navigate to Salesforce > DataFox Settings:

                  Field Mappings screen

                  Don't see the NAICS mappings in Salesforce? Your group may need to install our updated Salesforce package.

                  If installed correctly, you can take advantage of NAICS specific features.

                    How You Determine Similar Companies

                    Advantages of Similar Companies Lists

                    A few years ago, determining company similarities was difficult. Imagine hundreds of thousands of businesses where you needed to check each one to determine their comparable traits.

                    Oracle DataFox, however, solves this by streamlining the process. Company similarities are shown in only a few clicks!

                    In general, similar companies are generated using these factors:

                    • Similar industry keywords: Using alike keywords on company profiles, we look at the prevalence of those keywords on other company profiles:

                    Industry Definition filter

                    When the list is shown, you can then narrow down the similar companies by adding more filters (e.g., number of employees, location).

                    • Sector lists: We publish sector-focused lists. For example, Top 50 financial technology startups. If multiple companies appear in the same sector-focused list together, that similarity factors in the algorithm:

                    Sector Lists
                    • News co-mentions: If a news article mentions, for example, Twilio as a competitor to Plivo, Nexmo, and Zang, that factors into the algorithm

                    Here is a short guide on how to run similar companies on a list:

                    Similar Company Search Overview

                    Now you know how to determine company similarities for improved results.

                      Overview of Account Prospecting

                      DataFox provides its users with a rich host of prospecting tools to locate companies of choice. With our streamlined platform, you can quickly build lists for easy, actionable results.

                      Account Prospecting

                      DataFox offers a suite of services to help you prospect more efficiently:

                      Prospect by Territory

                      Powerful filter options allow you to search for ideal companies and conferences. These include options like location, headcount, revenue, and more.

                      Prospect By List (e.g. Inc 5000, Chief MarTech, Award Lists)

                      DataFox provides publicly curated lists for faster searching and Dynamic List creation.

                      Prospect by Technographics

                      DataFox provides HG/Technographic filters for specific results.

                      By Signal (new office, executive changes, product launches, traction outside of capital raises)

                      Company signals allow you to keep track with the latest news-related events for a company.

                      By Similarity

                      DataFox allows you to create lists with companies that share traits similar to others.

                        How You Prospect by Territory or Sourcing Criteria using Filters

                        DataFox allows you to find new, verified companies to prospect. The below video and walk-through show you how to save Dynamic Lists to get alerts on new companies meeting your search criteria.

                        Here is an overview of how to build a new company prospect list in DataFox:

                        Building New Company Prospects

                        You can build a robust pipeline with high-quality prospects by searching DataFox. This is based on criteria such as sector and headcount.

                        Additional filters include Location, Technographics, Funding, and many more data filters. These filters allow you to save time finding the right prospects as you focus on core selling activities.

                        Location Filter Overview

                        Technographic Filter Overview

                        Download Round-by-Round Funding Amounts, Dates, and Investors

                        You can receive new company alerts in your DataFox digest email, or see when companies meet your search criteria over time in DataFox using the Date Added column.

                        1. Go to Company Search

                          Company Search option
                        2. Click Add a Filter.

                        3. Choose your filters based on your prospecting criteria.

                        We've created a sample of the types of filters you can apply, but there are many to choose from.

                        DataFox filters include:

                        • Industry Keywords: Search sectors like SaaS, cybersecurity, healthcare tech, and other technology sectors.

                        Add and modify filter screens
                        • Location: Setup territories based on cities, mileage ranges, and zip codes.

                        • Technographics: Filter results based on whether a company uses Marketo, Hubspot, and more than 2,000 tech stack tools.

                        • Headcount: Define your employee headcount range to focus on.

                        • Funding and 30 others!

                        Step 4: (Optional) Excluding companies for improved criteria.

                        Industry Keywords

                        This can be useful when running searches like: healthcare tech companies NOT in biotechnology or pharmaceuticals.

                        We’ve also updated our module with an additional filter, which includes (or excludes) keywords found in company descriptions.

                        Exclude keywords option
                        Exclude Locations

                        This can be useful when searching a state or country and need to exclude a certain city. For instance, you may want to see all companies in California that are not in San Francisco. We've updated the options for improved results.

                        Exclude Locations option
                        Exclude Investors

                        You may filter investors for better results. For instance, you may want to search all cybersecurity firms where Sequoia Capital is not an investor:

                        Exclude investors option

                        Saving Your Results

                        From Company Search, you can save specific companies to a List or create a Dynamic List. Here is an overview of the difference between Lists and Dynamic Lists:

                        Saving Companies to List

                        Saving a Dynamic List

                        Static/Dynamic List Overview

                          How You Prospect Using Pre-Built Company Lists

                          Using Public Curated Lists

                          Do you scan for ideal picks via list building databases (like Tracxn) in search of your next great prospect? If so, you can take advantage of DataFox lists.

                          DataFox has more than 10,000 pre-built lists available to all users.

                          Public Curated Lists

                          To help you easily find our most requested lists, click the Public Curated Lists tab of the Lists page to see our featured items.

                          Public Curated Lists tab

                          Click Add a Filter to sort by sector or search for a specific list:

                          Add a filter option

                          All Public Awards, Sector and Accelerator Lists

                          By clicking on the Company Lists tab, you can see all of our publicly available lists in DataFox. By default, we've added a filter on this list to show you all the public lists published by members of your organization.

                          Company Lists Tab

                          You can add additional filters to lists you've already created, or, the Public Curated lists. This helps you narrow down to certain prospects and build a beneficial list of conferences/companies. This also allows you to find specific names and conferences.

                          Copy Companies From a List to a New List

                          From the Conferences tab, select your conference of interest and then click the check box next to companies of interest. Afterward, click Add to List.

                          Conference Participants Companies

                          Clone a List to Modify to Your Preference

                          Click the Copy List option.

                          Copy Lists option

                          Can't find the list you're looking for? Submit a request!

                          Click the Request a List button.

                          Request to create lists

                          You can submit list requests in any of the following formats:

                          • A file with a list of companies (CSV, Excel)

                          • A file or image with company logos (pdf, jpg, jpeg, png)

                          • A website with a list of companies

                          Note: Allow 24-48 hours for list requests to be processed.

                            How You Prospect using Technographic Search

                            Using the Technographic Search

                            You can search and prioritize prospects based on their installed technology platforms. With more than 14,000 searchable technologies, you can know which companies use Salesforce, Marketo, Amazon Web Services, Optimizely, Mixpanel, Hubspot, and more.

                            Search Companies for 14,000+ Technology Standards

                            You can apply technology stack filters within a List or Dynamic List when using Oracle DataFox. Click Add a Filter and select Technographics from the model that appears:

                            Technographics filter option

                            You can search for companies using a specific technology or general tech category by scrolling through the presented filters.

                            We have included popular search values, but note there are more than 14,000 technologies to search from.

                            Popular Searches area

                            Configure your Preferred Technographic Values

                            As an account admin, you can determine the shortlist of Technographic values that appears in the new Technographic column for all users on their DataFox Account Team. This is a great way to eliminate irrelevant technologies and streamline searching for end users.

                            1. In the Technographic filter, select the Configure Preferred Technographics link. This allows you to select preferred Technographic stack filters from the Settings page.

                              Select preferred filters option
                            2. Click Settings > Technographics to edit your technographics configuration. Click your user name to locate Settings.

                              Technographics settings
                            3. Once set, the values you configure are the only values present in the Technographics column for the users on your team.

                            4. Users on your team now have the option to filter all included Technographic values with one click.

                            5. Admins can always adjust their team's Preferred Technographic configuration from the Settings > Technographics option. Click the Clear All Technographics link to remove all the configurations.

                              Clear filters

                            Add Technographics to Improve Prospect Tracking

                            1. Like other filters in DataFox, you can setup a Dynamic List using the Technographic filter. After adding one or more technologies to your search, click the Create Dynamic List button:

                              Create dynamic list
                              Dynamic list dialog
                            2. If you want to receive specific alerts about new companies using your Dynamic List, you can adjust this in the Signal Alerts tab. Click the bell icon and specify the type of alerts you want to receive and how often.

                              Save Alert option
                            You are alerted by an e-mail when companies add new technologies you're tracking, or when new companies with those technologies are added to the database.
                            Email digest

                            Upon returning to the Dynamic List screen, a new column Date Added is displayed.

                            This indicates the date on which a company was added to your search. In this case, it indicates when a company has started using one of your configured technographic solutions. Sort this row in descending order to quickly view recently added companies.

                            With access to our technographics search and filter, you can locate companies within your preferred spectrum of organizations.

                              Build a Company's Competitor List with Similar Company Search

                              Building Similar/Competitor Lists

                              Our users are always looking for quicker ways to build high-quality prospect lists. With DataFox's Similar Companies Search, you can start with one company and build a comps list of similar companies in minutes. This drastically saves time otherwise spent looking specific names.

                              Create a List of Similar Companies from a Company Profile

                              1. The quickest way to source similar companies is to go to a company’s profile (For example, Google) and click the Similar Companies tab.

                              2. You should see a table with similar companies. To add these companies to a list, click on the Add to List button and name your list (if you haven't already).

                              3. Proceed to the company page from the Companies tab:

                                Company Search page
                              4. Now, you can navigate to Similar Companies.

                              5. As shown, by checking the boxes in the Similar Companies tab, you can create a new list.

                                Similar Companies Select Option

                              Build Your Company List with an Additional Similar Company Search

                              You can run the Similar Company Search for multiple companies. In the previous example, we created a company list from Google profile. Now, we can modify that list and re-run Similar Company Search to find more similar companies.

                              1. Navigate to the list you created previously.

                              2. Click the Similar Companies tab. It may take a minute for the Similar Companies search to run on your list, as its searching more than 2,400,000 companies in our database. Once it loads, the companies are sorted in order of similarity.

                                Similar Companies option
                                Similar Companies tab

                              Apply Filters to Specify Results

                              You can narrow down similar companies by applying filters like Founded Date. Note that we still do this from our custom Similar Companies list.

                              Founded filter

                              Add Companies to List

                              Once you've narrowed down the similar companies with your filter, start adding them to your lists.

                              Customize E-mail Alerts to Create Actionable News Signals

                              Now that you've built your list of companies, you may want to connect with these companies with timely messages. Our e-mail alerts notify you of important company news, new funding, and conference appearances.

                              To customize your e-mail alerts, go to the Data tab in your list and click the Edit Alerts button. You can toggle on and off Event Types to customize your e-mail alert for the most relevant signals.

                              Create alerts
                              Note: If you have e-mail alerts set up for multiple lists and Dynamic Lists, those alerts will be rolled into one daily e-mail.

                              What's Next?

                              Now that you've built a quality companies list with e-mail alerts, use Company Search and Public Lists to continue building your list.

                                Use Mileage Radius to Include or Exclude Locations

                                Use Mileage Filter

                                You can search and prioritize prospects based not only City, State, Country, and Zip Code, but also by applying Mileage Radius and excluding certain areas.

                                This can be useful when you're searching for companies in metro areas like Atlanta, or want to search for companies in a state like California but want to exclude any company in Silicon Valley.

                                Apply a Mileage Radius to Search Areas

                                1. Navigate to the Companies tab and click Add a Filter.

                                  Location filter
                                2. Add a city like Atlanta and then toggle the mileage radius bar to define your area. The Mileage Radius ranges from 0 to 100 miles.

                                  Include within option
                                3. You can even search by Metropolitan Hub or Region.

                                  Location tags

                                Exclude Areas from your Search

                                If your territory is defined by companies in a state but not in a certain city or area, you can search dynamically by excluding cities from your search.

                                For instance, if you're searching for California companies not located in Silicon Valley, you could add a state filter for California and a City filters for San Francisco and San Jose with a Mileage Radius of 30 miles. If you scroll down, you may also exclude specific ZIP codes, cities, and names:

                                Exclude zip codes field

                                Know when New Prospects Enter Territory

                                1. Click the bell icon on your Lists tab to edit your Signal Alerts settings. Note that this is only when a Saved Search is already built.

                                  Signal alerts option
                                2. Toggle off all Events except for Uncategorized News and click Save Alert Preferences on the Signals Alert Preferences dialog box:

                                  Save alerts option

                                You can now receive alerts in your daily e-mail letting you know when new companies enter your territory, or new companies in that territory are added to our database.

                                Email alert

                                  Existing Company Prospects

                                    Prioritize and Track Companies

                                    This topic is meant for Salesforce users only.

                                    Advantages of Salesforce Priority Filters

                                    Once your Salesforce Integration is configured, you have the ability to use the Salesforce Account and Salesforce Account Owner filters to track companies already existing in your Salesforce instance.

                                    Integrate with Salesforce

                                    • Salesforce Account Owner: Sales reps can use DataFox to find companies where you are the Salesforce Account Owner and then run powerful filters to narrow your list or use Signals to take action on prospects.

                                      Use Oracle DataFox to Find Accounts You Own

                                      Use Signals to Find Prospects

                                    • Salesforce Account: You can filter by either Synced to Salesforce or Not Synced to Salesforce. This is a quick way to split all accounts by Existing or Net New.

                                      Salesforce Account Filter

                                    Advanced Searches: To do some advanced searches that leverage both Salesforce and DataFox data, your team can configure Salesforce-DataFox sync to pull in other account fields from Salesforce.

                                    The Oracle DataFox admin can set up a sync of new fields. Then, you can filter on both DataFox data AND Salesforce data from within DataFox.

                                    Set Up Additional Salesforce Account Fields to Search and Filter in Oracle DataFox

                                    This empowers you to run powerful searches such as: Find me all companies that are in my specified geography, in my desired headcount range (or any other DataFox field) AND that no one in my company has reached out to in the past month (from Salesforce synced data).

                                    Now that you have all of your named accounts in a list, you can further filter it down. For example, you can:

                                    • Find all accounts that are in a particular city you are traveling to;

                                    • Find all of your accounts that have recently reached a specific milestone by viewing the Signals tab on your saved search. See How Company Signals are Configured.

                                    • Find all of the accounts that you have not touched in the past 90 days.

                                    By taking advantage of these Salesforce filters in DataFox, you now have the ability to unlock powerful insight into your named accounts and run new, powerful searches using DataFox's flexible search and filtering technology.

                                    These filters can be used within Lists and Searches, which are key to configuring Company Signals on selections of companies.

                                    Overview of Lists

                                    Overview of Dynamic Lists

                                    How Company Signals are Configured

                                    Check out this article for more on how to use these and more filters to discover net-new companies:

                                    How You Prospect by Territory or Sourcing Criteria using Filters

                                      Best Practices for Prioritizing Named Accounts in Oracle DataFox

                                      Prioritize Named Accounts

                                      For sales reps operating in a Named Account environment, the challenge is determining which accounts are most valuable to prioritize today.

                                      With a list of your accounts in DataFox, you can quickly prioritize by companies with the most recent funding, new products, and more than 30 company growth signals. This article will cover different ways you can prioritize your named accounts within DataFox.

                                      Before we proceed, click on the link below for a brief summary to help you understand how lists can prove useful to you:

                                      Overview of Lists

                                      Option 1: Filter any Lists of Companies in DataFox

                                      With a List of your accounts in DataFox, you can quickly prioritize by companies with the most recent funding, new products, and more than 30 company growth signals. To do so:

                                      1. Find your saved Lists/Dynamic Lists on your Dashboard:

                                        My list and my dynamic list options
                                      2. Click the Add a Filter button.You can adjust filters as necessary to create your preferred prospects:

                                        Add filter option

                                      Option 2: Import your Accounts/Leads into DataFox as a List

                                      Export a list of accounts or leads from your CRM in .CSV format and upload it into DataFox for easy prioritization

                                      Import Company Lists

                                      Option 3: Use Salesforce Account filters to Reveal your Territory

                                      If your Salesforce Integration is configured, you can use these filters to highlight Accounts in your name.

                                      Now, from your opened Filters window, you can adjust Salesforce setters as desired:

                                      Salesforce account filters

                                      Prioritize with Filters

                                      1. With your Named Account territory visualized, apply filters that align with your Sales process. In this example, let’s filter all companies without a Funding Event in the past 18 months:

                                        Finance filter before field
                                      2. Your List has now been truncated to only show companies that fall into your category:

                                        Last funding round date filter
                                      Tip: To export data on the companies in your territory, click the Download to Spreadsheet button in your dashboard. This provides options to download your custom columns or all columns: Download and Extract Company Info to .csv File
                                      Download CSV options

                                      Prioritize by Company Signals using the Signals Tab

                                      Find out about important Signals made within your territory, now represented as a List in DataFox, by clicking on the Signals tab:

                                      Signals tab
                                      1. Click the Add Filters button to whittle the feed down to only the Company Signals you care about:

                                        Overview of Company Signals

                                      2. Select a company based on filters set to make signals that are meaningful to your Sales cycle. You're now presented with an aggregated list of Company Signals for that company.

                                        Tip: Everyone looks for Funding Events; savvy users look for interesting events occurring around major landmarks to confirm indications of growth.

                                      Signals are useful for identifying these events of growth. You can access this option by selecting an individual company profile:

                                      Standouts can be added to your custom lists for following and potential prospecting:

                                      Signals tab

                                      Make sure you've configured your Company Signals to alert you of the next ideal time to reach out, or you can search for the right person to contact in the Contact Info tab.

                                      By giving certain accounts priority, you can better act on specific information you deem important.

                                      How Company Signals are Configured

                                        Overview of Other Lists Filter

                                        Use Other Lists Filter

                                        Even if you're not configured with integration with your CRM application, you can still use Oracle DataFox filters to track companies that are valuable to you.

                                        See Integrate with Salesforce to integrate with Salesforce.

                                        See Integrate with Oracle Engagement Cloud to integrate with Oracle Engagement Cloud.

                                        Using our CSV Importer Tool, you can pull lists of companies directly from your CRM and upload them into Oracle DataFox as Lists.

                                        Import Company Lists

                                        Overview of Lists

                                        From there you'll be able to leverage the Other Lists filter to track companies across different Lists. Here's how it's done:

                                        Find the Other Lists Filter

                                        Within a Company Search or List, select Add a Filter and click the Other Lists drop down.

                                        Other List filter

                                        Selecting Search

                                        The Other Lists filter has settings, Include Companies and Exclude Companies:

                                        1. Include Companies in a specific list: Best used when looking to isolate companies from a specific List (or Lists):

                                        2. Exclude companies from a specific List (or Lists) from your selection:

                                        There are two other options to view companies:

                                        Show companies which are on at least one list- Best used when looking to view ALL companies already being tracked by people in your organization.

                                        Show companies which aren't on any lists- Best used when looking to remove ALL companies already being tracked by people in your organization:

                                        Can't find the Other Lists Column?

                                        Click the Customize Fields icon to view the columns that are not displayed. You can also organize the fields for better visibility. If you can't see Other Lists, it's in the Inactive Fields column.

                                        Other lists

                                        Select the +/- icons to Add/Remove Other Lists from the Active or Inactive Fields. Once done, it is displayed in your updated search table.

                                          Identify the Ideal Customer Profile

                                          DataFox Summaries

                                          DataFox allows you to group your best fit accounts together and identify common themes across them to pinpoint your ideal client profile.

                                          The example below shows you how to leverage the Salesforce integration to group your best fit accounts together and view common traits quickly.

                                          If you're not connected with Salesforce, you can still bundle your top accounts together in a manual list, then leverage the insights tab to identify your ICP. See Overview of Lists.

                                          Creating A List of Companies in Salesforce

                                          1. Log in to your DataFox instance.

                                          2. Locate the Companies tab, then select Add a Filter.

                                          3. Navigate to the Salesforce option. Under Salesforce Account, select Show me only accounts synced to Salesforce.

                                            Accounts Filter

                                            Once this filter is applied, all companies only synced to Salesforce will appear.

                                          4. Click the Summary tab.

                                            Since the Summary tab now shows companies specifically synced to Salesforce, you can better track your ideal client profile.

                                          With these results, click the Insights tab.

                                          Insights Tab

                                          Since the Insights tab now shows companies specifically synced to Salesforce, you can better track your ideal customer profile.

                                          Top Keywords

                                          The total number of companies associated with each keyword.

                                          Company Search

                                          Selecting a keyword allows you to create a new search.

                                          New search

                                          Companies by Technographics

                                          The most common Technographics found for relevant companies.

                                          By Technographics

                                          Companies by HG Data Technographics

                                          The most common HG Data Technographics found for relevant companies.

                                          By HG Data technographics

                                          Companies by Number of Employees

                                          The total number of employees currently working at a company.

                                          By employees

                                          Companies by Investors

                                          The total amount of investors for a company found in the Insights tab.

                                          By Investors

                                          Companies by Funding (USD)

                                          The number of companies receiving USD based funding.

                                          By funding

                                          Companies by Countries

                                          Companies listed by country.

                                          By country

                                          Selecting a location creates new search criteria.

                                          Signal Counts by Last Year

                                          Signal Counts related to companies for the previous year. Filters can be selected to create new search options.

                                          By signal

                                          Companies by Status

                                          Company filters based on current status.

                                          By status

                                          Now that you have a better understanding of our updated Insights tab, you can better filter companies with strong search tools!