11Company Prospecting Discovery

Overview of Company Search

View and explore company information, insights, and conferences on the Company Search page. You can filter over a million companies by headcount, location, keywords, technographics, or create your own search. Use the Summary tab to view and filter the firmographic data from various segments.

Company Profile

You can search for specific companies on the Company Search page and click to view the company profile on the Overview page. You get all the details about the company, such as revenue, number of employees, and industry category information.

Company profile page for CrowdStrike

You can scroll down or click the tabs to view other information about the company:
  • Signals: Get the latest news about the company.

  • Job Postings: See if the company has any open job requisitions.

  • Corporate Hierarchy: Know if the company has a parent or subsidiaries or has made any recent acquisitions.

  • Keywords and Technographics: View the industry keywords and technologies that the company uses.

  • Similar Companies: See if there are other companies like the company you’re reviewing.

  • Funding History: Download the round-by-round funding information for a single company.

Filter Companies

Oracle DataFox has proprietary, mutually exclusive industry classifications to help with TAM expansion or screening a sector. You can filter companies that meet a set of criteria. There are several filters that you can apply such as industry categories, financial info, technographics, and signals.
  1. Sign in to Oracle DataFox and go to the Companies page.

  2. Click Add a Filter.

  3. In the Filter Companies dialog box, click Industry Definition > Industry Categories.

  4. Select the Information Technology category. You can also expand the list and select from the industry types available within a category. For example, Cloud Infrastructure and Telecommunications Software.

    Cloud Infrastructure and Telecommunications Software type in the Information Technology category

    Tip: If you apply the same filters frequently, click Save Filters As Default. So, the next time you want to apply these filters, you can click Apply Default Filters rather than select the filters again. The default filter applies only to your account and not to the team.
  5. Click Apply.

The Company Search page lists all the companies based on the filters you applied.

How Filters Work

You can filter companies across various categories. How your filter works depends on whether you’re selecting filters across categories or within a category. If you apply filters across different categories, the filters apply the AND operator.

Let’s say you have applied the following filters:
  • Basic Company Info > Headcount > enter 200 and 1000 in the minimum and maximum fields

  • Financial Info > Funding > enter 65M in the minimum field

After the filters are applied, the Company Search page displays all the companies with employee headcount between 200 and 1000 and have raised over 65 million in funding.

However, if you’re selecting multiple values within a category, the filters apply the OR operator. For example, from the filter Technologies > Technographics Category, if you add the filters ERP and CRM, the Company page displays the companies that use either of these technographics.

Customize and Reorder Fields

You can customize and reorder columns on the Company Search page. Here’s how.
  1. Go to the Companies page.

  2. Click the Customize Fields icon.

    Customize fields icon and active and inactive fields

  3. In the Inactive Fields section, click the Enable this column icon to move inactive fields to the Active Fields section. Similarly, in the Active Fields section, click the Remove icon to move fields to Inactive Fields section.

  4. In the Active Fields section, drag and drop fields to reorder them.

Note: If you don’t find fields in Oracle DataFox, you can create custom fields. For details, see Create Custom Fields and Populate by Bulk Upload.

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 (ABM) 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 provide a deeper view into the most significant attributes of your best customers. This allows you to create a data-driven Ideal Customer Profile (ICP) 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 of Account Scoring for details.

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

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 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, sign in to your Oracle DataFox instance and navigate to the Insights tab.

Select New Insights 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.

After you select a list, click Run Report. The process takes several minutes and an alert is generated when it’s done.

Report with Lists

Click any of your processed lists. An Advanced Insights output is displayed that provides more details about the list and the companies associated with it.

The Advanced Insights tab analyzes these attributes:

  • Headcount

  • Total Funding

  • Keywords

  • Keyword Clusters

  • Industry Categories

  • 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. For more information, see Z-Scores.

    A quick way to think about this is the higher the 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.
    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. Z-scores greater than or equal to five appear in green, so consider adding these as criteria. Significance scores less than five but greater than negative five appear in black as a neutral criteria. Significance scores less than or equal to negative five appears 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. See Example of Ideal Customer Profile Analysis for an example.

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.

Z-Scores

You can use the Z-score from your Insights report to understand the significance of an attribute in a list. The Z-score identifies how much an attribute in your list deviates from the norm across your entire database. Attributes with higher Z-scores are more likely to be good criteria for account scoring. This table lists what different ranges of Z-scores indicate.

Z-score Description Color Indicator
Greater than or equal to 5 Good criteria for account scoring Green background and white text
Between 0 and 5 Can be added as potential criteria White background and green text
Between -5 and 0 Can be added as negative account scoring criteria White background and red text
Less than or equal to - 5 Cannot be considered as potential criteria Red background and white text

This screenshot shows an example of how different criteria is indicated.

Image shows how Z-score is indicated. For example, Z-score of 8.81 is displayed for attrbiute ranging betweek 1k to 5k.

If attributes are over or under represented in the sample of companies that you provide, you see a highly varied Z-score. In such cases, ignore the very high or very low Z-score.

Example of Ideal Customer Profile Analysis

This topic helps 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 have questions about configuring Advanced Insights, see Advanced Insights

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 Z-scores.

Total Funding Metrics

For Funding, let’s look at companies with funding rounds greater than $100M based on the Z-score.

Funding Rounds Greater than $100M

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

Now that you have 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 click Add Criteria.

For this 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’s established.

Scoring Criteria Example
Funding Radio Button
Industry Keywords Radio Button

After 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

Use Signals to Find Prospects

Use signal filters to prioritize companies that drive most value for your business. For example, you can run a search for companies with new partnerships in the past year or companies that received private funding.

Let’s say you’re interested in growing companies. You can filter by growth signals and choose from 40+ other signals, for example to identify companies who have just hired a key executive, won a major award, or opened a new office.

If you’re not sure which signals to prioritize, you can analyze the signal categories your current set of customers fall into. To do so, from any of your lists, click the Summary tab.

To use signals and find prospects:

  1. Click Add a Filter on the Company Search page.

  2. Click Signals.

  3. Select or search relevant filters.

  4. Click Apply.

You can also configure alerts for company signals from Oracle DataFox. For more information, see Signal Alerts.

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.

  2. Select Technographics.

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

    For 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 apply these filters when you search for companies. Navigate to the Companies tab, and select Add a Filter.

  5. Navigate to Technographics. Select the Filter 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
  6. You can create a Dynamic List to identify new companies that are using specific technologies.

    Filter by Technographics

    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 also integrates with Salesforce but requires at least 24 hours to update. When updated, you can view them in your iFrame.

Identify New Target Companies

You can easily see when new companies meet your filtering criteria with the 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.

Customize fields dialog

In this 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.

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. Oracle 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.

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

If you don't see the NAICS mappings in Salesforce, your group may need to install the updated Salesforce package.

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

Overview of Account Prospecting

You can find rich host of prospecting tools to locate companies of your choice with Oracle DataFox. With the streamlined platform, you can quickly build lists for easy, actionable results.

Oracle 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)

Find public curated lists for faster searching and Dynamic List creation.

Prospect by Technographics

Find 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.

How You Prospect by Territory or Sourcing Criteria using Filters

Oracle 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’s 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 Oracle DataFox digest email, or see when companies meet your search criteria over time in using the Date Added column.

  1. Sign in to DataFox and navigate to the Companies tab.

  2. Click Add a Filter.

  3. In the Filter Companies dialog box, select Industry Definition > Industry Keywords. Choose your filters based on your prospecting criteria.

    Oracle DataFox filters include:

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

    • Location: Setup territories based on cities, mileage ranges, and zip codes.

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

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

    • Funding and 30 others.

  4. Optionally, you may exclude companies for improved criteria.

Industry Keywords

Industry keywords can be useful when running searches such as healthcare tech companies not in biotechnology or pharmaceuticals. You can also exclude keywords found in company descriptions by entering a keyword in the Exclude these keywords field.

Exclude Locations

Use the Basic Company Info > Location filter to search a state or country and exclude a certain city. For instance, you may want to see all companies in California that aren’t in San Francisco.

Exclude Investors

Use the Financial Info > Investors filter to filter investors for better results. For instance, you may want to search all cybersecurity firms where Sequoia Capital isn’t an investor.

Saving Your Results

From Company Search, you can save specific companies to a list or create a dynamic list. For details on lists and dynamic lists, see Overview.

How You Prospect Using Pre-Built Company Lists

Using Public Curated Lists

To search for your next great prospect, use DataFox lists to scan for ideal picks.

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

Public Curated Lists

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

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

Click the Company Lists tab to view all of the publicly available lists in Oracle DataFox. By default, a filter is added on this list to show you all the public lists published by members of your organization.

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. Click Add to List.

Clone a List to Modify to Your Preference

Click the Copy List option to clone a list.

Copy Lists option

Request a List

Click the Request a List button to create a list you can’t find.

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, 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. For details on lists, see Overview. Click Add a Filter and select Technographics from the model that appears.

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 that there are more than 14,000 technologies to search from.

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 Oracle DataFox Account Team. This is a great way to eliminate irrelevant technologies and streamline searching for end users.

  1. Sign in to Oracle DataFox and click your user name to locate Settings.

  2. Click Settings > Technographics to edit your technographics configuration.

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

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

  4. 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 Oracle 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.

  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’re 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.

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

Use Mileage Radius to Include or Exclude Locations

You can search and prioritize prospects based on city, state, country, and zip code. You can also apply mileage radius and include or exclude 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.

  2. In the Filter Companies dialog box, select Basic Company Info > Location.

  3. Enter a city. For example, San Francisco.

  4. From the Include companies list, select a mileage radius.

    Include within option
  5. In the Metropolitan Hub section, you can also select a metropolitan hub or region.

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. 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: You can see this icon only when a saved search is already built.
    Signal alerts option
  2. Deselect all events except for General News and click Save Alert Preferences in the Signals Alert Preferences dialog box.

    Save alerts option

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

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: You can filter to see the accounts synced to a specific account, the accounts synced, and not synced to Salesforce. This is a quick way to split all accounts by existing or new.

    Salesforce Account Filter

  • Salesforce Account Owner: Sales reps can use Oracle DataFox to find companies where you’re the Salesforce Account Owner. You can then run powerful filters to narrow your list or use signals to take action on prospects.

    Use Oracle DataFox to Find Accounts You Own

    Overview of Company Signals

Advanced Searches: To do some advanced searches that leverage both Salesforce and Oracle DataFox data, your team can configure Salesforce-Oracle 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 Oracle DataFox data and Salesforce data from within Oracle 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 Oracle 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’re traveling to;

  • Find all of your accounts that have recently reached a specific milestone by viewing the Signals tab on your saved search. See Signal Alerts.

  • Find all of the accounts that you haven’t touched in the past 90 days.

By taking advantage of these Salesforce filters, you now have the ability to unlock powerful insight into your named accounts and run new, powerful searches using Oracle 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.

See:

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 Oracle DataFox, you can quickly prioritize by companies with the most recent funding, new products, and more than 30 company growth signals. This article covers different ways you can prioritize your named accounts within Oracle DataFox.

Before we proceed, see Overview for a brief summary 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 on your Lists page.

  2. Click the Add a Filter button. You can adjust filters as necessary to create your preferred prospects.

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 for easy prioritization.

Import Company Lists

Option 3: Use Salesforce Account Filters to Reveal Your Territory

You can select the accounts in your name if your Salesforce integration is configured. Go to CRM/Custom Data > Salesforce > Accounts. From the Show Me list, select Companies synced to a specific Account.

Prioritize with Filters

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
Your list has now been truncated to only show companies that fall into your category.
Tip: To export data on the companies in your territory, click the Download to Spreadsheet icon in your list. This provides options to download your custom columns or all columns: Download and Extract Company Info to CSV.

Prioritize by Company Signals using the Signals Tab

Find out about important signals made within your territory, now represented as a list in Oracle DataFox, by clicking the Signals tab.

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

    For more information, see 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 potential prospecting.

Make sure you have 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.

Signal Alerts

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 CX Sales to integrate with Oracle CX Sales.

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

You can then use the Other Lists filter to track companies across different Lists. Here's how it's done.

Find the Other Lists Filter

On the Company Search page, select Add a Filter and click Lists.

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.

  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 aren’t 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 + or - icons to Add or Remove Other Lists from the Active or Inactive Fields. Once done, it’s displayed in your updated search table.

Filter Executive Hires

Oracle DataFox has enhanced its functionality with new filters to better allow companies to identify prospects or invest in them. One new addition is the Key Executive filter.
  1. Sign in to Oracle DataFox and navigate to the Companies tab.

  2. Select Add a Filter and navigate to Executive Hire.

  3. Enter CFO in the Executive Hire field. You may also select a specific date to search for companies who hired a CFO to reach out at the opportune time.

    Based on the criteria input, you see a new round of results, as shown in this screenshot.
    Executive Hire results

You can also try filtering for other positions. In this example, let’s filter for VP of Sales. Repeat the steps and enter VP of Sales.

Once again, you get a targeted list of results out of the 2 million companies listed in Oracle DataFox.

Add Executive Hire Column

  1. You can also add the Executive Hire column after inputting your custom field. To do so, all you need to do is apply your filter with similar steps as above (input search and then date).

  2. Click Apply to view the results.

    Now, you can add the column to show up by selecting the Customize Fields icon.

  3. In the Customize Fields dialog box, find and add the Executive Hire column to the Active Columns section.

    Add to active column

    Now, the field appears on the Companies page.

  4. Select View.

The company profile appears and shows the actual article that caused the company to populate in the search.

Filter Job Postings

You can use filter for specific positions or skill sets within tens of thousands of job postings across millions of companies. Use this filter to receive specified alerts so that you can focus on:

  • Companies with new job hires such as a sales ops manager

  • Companies with job postings looking for specific skill sets like Machine Learning, or Python.

This filter is easy to use and let’s see how in this quick tutorial.

  1. Sign in to your Oracle DataFox instance and select the Companies tab.

  2. Click Add a Filter.

  3. In the Filter Companies dialog box, click Signals > People > Job Postings.

  4. In the Job Postings field, enter a position or skill set. In this example, let’s enter sales ops manager.

  5. Click Add.

    You can modify this by date as well, looking for hires on specific dates for ideal reach out times.

  6. Click Apply.

    After the filter is applied, you see the contained results out of Oracle DataFox’s list of over two million companies.

    On the Company Search page, click the Customize Fields icon to add the Job Postings column to the page.

Identify the Ideal Customer Profile

Oracle DataFox Summaries

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

The example 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. For more information, see Overview.

Create a List of Companies in Salesforce

  1. Sign in to your Oracle DataFox instance.

  2. Click the Companies tab.

  3. On the Companies page, click Add a Filter.

  4. In the Filter Companies dialog box, click CRM/Custom Data > Salesforce > Accounts.

  5. From the Salesforce Account list, select Accounts synced to Salesforce.

  6. Click Apply.

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

Industry Keywords

The total number of companies associated with each keyword. Select a keyword to create a search from the selection.

Technographics

The most common technographics found for relevant companies.

By Technographics

Number of Employees

The total number of employees currently working at a company.

By employees

Investors

The total amount of investors for a company.

By Investors

Funding (USD)

The number of companies receiving USD-based funding.

By funding

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

Status

Company filters based on current status.

By status