11Company 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 (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 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.

Insights Tab Page

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.

Dialog to Add List Name

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.

    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.
    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 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.

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 significance (Z-Scores).

Total Funding Metrics

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

Account Scoring Page

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

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 Oracle 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 and 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

Oracle 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 Oracle 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 select the visible boxes to focus on specific aspects of an industry. You can also select 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.

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.

    Configure preferred technographics
  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.

Three dots icon
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:

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. 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:

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

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.

Account Prospecting

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. 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.

    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 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

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

An additional filter that includes or excludes keywords found in company descriptions is also introduced.

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 aren’t in San Francisco.

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 isn’t an investor.

Exclude investors option

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.

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

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.

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. Click Add to List.

Conference Participants Companies

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 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 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.

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

    Technographics settings
  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:

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

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.

  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: You can see this icon 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 email 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 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

  • 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 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, seeOverview 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.

    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 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 icon in your list. This provides options to download your custom columns or all columns: Download and Extract Company Info to CSV.
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 Oracle 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.

    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.

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.

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

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.

  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.

    Customize Fields icon
  3. On 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

Use the Job Posting 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. Find and select Add a Filter.

  2. Click Job Postings.

  3. Enter positions or skill sets in the Job Posting Text field. In this example, let’s enter sales ops manager.

  4. Click Add.

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

  5. Click Apply.

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

Filtering by Skill Set

Let's say you want to target companies hiring for specific skill sets. You can also filter by skill sets. In this example, let's filter for python.

  1. Repeat the steps under Filter Job Postings. Enter python in the Job Posting Text field.

    Search Python job postings
  2. Click Apply.

    When these results are applied, a select number of companies is displayed.

Add Job Posting Column

The Job Postings filter also has a column which can be added.

  1. Simply follow the steps above (searching for a position, inputting relevant date, and applying filter) to utilize it.

  2. After the filter is applied, your results appear. Now you can go to the Customize Fields icon, select it, and adjust it.

    Customize Fields icon
  3. Once the Customize Fields window appears, find and select Job Postings. Click the green + sign to move it to the active column space.

  4. Once done, the column appears in your results. When you select View you can see the most relevant results, directly in a company profile.

The job posting filter allows you to filter for specific positions or skill sets within tens of thousands of job postings across millions of companies.

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.

Creating a list of Companies in Salesforce

  1. Log in to your Oracle 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 are displayed.

  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 search.

New search

Companies by Technographics

The most common Technographics found for relevant companies.

By 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!