Start with the right knowledge.
Connect the company sources, relevant records and role instructions. The employee works with the context it is allowed to access.
- Company knowledge
- Customer context
- Role instructions
Find the opportunity
A name is only the beginning.
Search for the people and companies that fit your market. Qualify them, inspect the evidence and choose which contact details to obtain.
IN THIS WORKFLOW
DiscoverCRMCampaigns
Illustrated workspace
01 / A clear instruction
Candidate shortlist
Start with a market, role and location. Inspect candidate matches.
Lead discoveryIllustrative example
Operations leaders · Growing teams↵
Company / roleWhy it fitsRecord
N
NorthstarOperations
Team expansionF
FieldworkFounder
New marketJ
JuniperSales
Role matchEvidence before enrichment3 sample matches
Scroll to follow the work
Inside Lead discoveryFrom the first instruction
From the first instruction
to something useful.
Search for the people and companies that fit your market. Qualify them, inspect the evidence and choose which contact details to obtain.
Lead discoveryIllustrative example
Operations leaders · Growing teams↵
Company / roleWhy it fitsRecord
N
NorthstarOperations
Team expansionF
FieldworkFounder
New marketJ
JuniperSales
Role matchEvidence before enrichment3 sample matches
WORKS THROUGHDiscoverCRMCampaigns
A qualified shortlist with the context needed to start a relevant conversation.
Your judgment stays in the loopGive it responsibility.
Give it responsibility.
Keep a clear view.
There is a difference between a platform feature and an employee’s permission to use it. You decide the working scope.