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BDR/SDR Best Practices

What’s in this article?

  • Using Datanyze to prioritize target accounts (ABM), find contacts and export to my CRM or Sales Automation Tool
  • Using Datanyze to find net-new accounts in my territory, find contacts and export to my CRM or Sales Automation Tool
  • Using Datanyze for Account Research
  • Using Datanyze for Ongoing Learning

Using Datanyze with Target Accounts (ABM)

If you have a set list of accounts you are responsible for, it can often be difficult to prioritize which accounts you reach out to first, and find the perfect contact at that company. Using Datanyze can help you prioritize your accounts using technographic and company data, and uncover contact information for decision makers.

You will need to either upload a list of your current accounts and create a Tag, or use Salesforce data to generate an Automated Tag referencing your accounts in Salesforce. Once your Tag has been created, you can use Targeting to prioritize your accounts based on technology usage, activity in Salesforce (Salesforce Last Contacted) or any other company data points offered. You can also set up an Alert notifications using Tags.

Once you have prioritized your accounts, you can use Datanyze Premium Contacts or Standard Contacts to search for the perfect prospect at that company and find their email address and/or phone number*. You can build a list of contacts and export them to the CRM or Sales Automation tool of your choice.

*Direct dial phone numbers only available for Premium Contacts users.

Using Datanyze with Territories

If you have been assigned a territory and are responsible for identifying net-new accounts, Datanyze can help you quickly and easily build a list of companies within your territory. You can segment the companies by whether they are in a certain vertical, recently raised a round of funding, added requisitions for new positions signaling expansion or a number of other conditions.

Use the Targeting section to build a list of companies that fall within your geographic territory. Use Targeting conditions like Country, State, Zip Code or other location-based filters to refine your results. If you have the Salesforce Integration, you can filter out existing Salesforce data to easily identify net-new companies.

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Once you have prioritized your accounts, you can use Datanyze Premium Contacts or Standard Contacts to search for the perfect prospect at that company and find their contact information. You can build a list of contacts and export them into the CRM or Sales Automation tool of your choice.

Using Datanyze for Account Research

As a BDR or SDR, it is incredibly value to know the ins and outs of your prospect. Whether that means knowing what their annual revenue is, if they have raised a recent round of funding or which technologies make up their sales and marketing stack, putting effort into understanding your prospect helps you better qualify and save time in the long run. You can use Datanyze to individually research an account to see whether they have recently raised a round of funding, increased their headcount, added 50 job requisitions or recently added a new tool (just to name a few).

You can search for an individual account directly within the Datanyze platform, or you can use the Datanyze Browser Extension (Insider) on the company’s website as well as from directly within your Salesforce environment. You can use Alerts to receive a daily email notification if companies start or stop using a technology of interest.

Using Datanyze for Ongoing Learning

Datanyze is the next generation of business data because our best-in-class data is updated every single day. You can find all of the information you need in one location. Keep up with changes by routinely logging into your Datanyze account, or use the Browser Extension (Insider) on any website you visit.

Datanyze also hosts routine Webinars! You can view and register for upcoming webinars by visiting this link: http://info.datanyze.com/webinars

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