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Target Companies in Your Territory

With Datanyze, you can use Targeting conditions to generate lists of companies that are in your territory. And we’re not just talking about location-based territories. Whether your territory is based on geography, industry or company size, Datanyze has you covered.

What’s in this article?

Geographical Territory

1. Targeting companies based on their location is simple using Targeting conditions. In Targeting, select the Location condition that suits your territory. Choose from Country, US State, US Zip Code, Canada Province and more.

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2. To combine multiple regions, simply select them via the drop-down menu.

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3. When you are finished, click Run Targeting Report and enjoy a list of companies that fit within your geographic territory.

Industry-based Territory

1. Targeting companies based on an industry is simple using Targeting conditions. In Targeting, select the Industry condition that suits your territory. Choose from more than 150 industries.

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2. To combine multiple industries, simply select them via the dropdown menu.

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3. When you are finished, click Run Targeting Report and enjoy a list of companies that fit within your industry-based territory.

Firmographic Territories

1. Targeting companies based on company size or revenue is simple using Targeting conditions. In Targeting, select the Number of Employees or Revenue condition.

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2. You will be asked to select a range. You can choose multiple ranges to make sure all the results fall within your territory.

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3. When you are finished, click Run Targeting Report and enjoy a list of companies that fit within your territory.

Double-check with Tags

Using Targeting conditions to make sure you only surface accounts within your territory is a great way to be sure you’re not working another rep’s accounts, but there always exceptions. You may share a territory with another rep or territories at your organization may not be clearly defined. If that’s the case, try using Tags to claim accounts or quickly see if they are being worked by another team member.

1. After running a Targeting report, you may see Tags under domain names.

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2. If your team is using Tags (and we strongly recommend that you do), you may see things like #sf_leads or #Tier1Account. These Tags were created by Datanyze users within your organization to categorize companies and make that grouping visible throughout the platform.

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3. You can use Tags to claim accounts. If a company seems like a good fit and is within your territory, simply click the Tags icon.

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4. A pop-up window will prompt you to either add an existing (but still new to this domain) Tag or create one.

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5. From here you can apply a Tag you’ve already created that designates which accounts are yours (e.g. #YouName_Accounts) or you can click Create More Tags to be taken to the Manage Tags page. From there, you can create new Tags and see existing ones.

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