Company Discovery With Intent in DealSignal is a powerful feature designed to help you identify and verify relevant companies that have specific Intent.
This process is very similar to the company discovery process. However, currently, in DealSignal, these verification processes should be launched separately.
Initiate company discovery with Intent
Go to the Intent tab and click the Discover With Intent button.
Select the Verify Companies Only in the data type option of the opened verification wizard.
Discovery settings
The discovery process involves two main steps:
Setting up the Criteria
Verification Settings
Setting up the discovery criteria
Step 1: Select the data type
Choose Verify Companies Only at the top of the filters section.
Step 2: Set up your filters
In the left panel, apply the DealSignal filters to target your desired companies. Please ensure that you have selected at least one Intent Topic.
Step 3: Preview results
Preview the table on the right with examples of up to 10 companies that match your criteria.
The total estimated number of companies in the market will be displayed at the top of the example records.
Step 4: Continue with the criteria
Click Continue With This Criteria to proceed to the verification settings and complete your search setup.
Setting up verification settings
In the Verification settings tab, you will find a bunch of settings on the right and a preview of all Verification settings on the left.
Let's go through several steps to set up your Discovery.
Review criteria
Ensure the criteria set up in the previous step accurately target your desired companies.
Set limits
Options in the Limits sections are very important. They directly impact how many records you will get in the final result and how many credits will be spent.
Company Limits: Use the slider to set the maximum number of companies to verify (up to 10,000).
Enter Custom Value: If you need a specific limit, enter a custom value.
Company verification settings
In this mandatory settings group, you need to define which company data you want to receive after verification.
By default, you will always get the refreshed company profile. Additionally, you could set up these important details:
Funding & Financials: get estimated revenue and funding data for the company
Technologies: enrich company data with specific technologies data. In the results if a company has any of the selected techs they will marked.
Job Postings: enrich company data with specific Job Postings data. In the results, if a company has any of the selected job postings published they will marked.
Setup scheduled or recurrent verification
In the Schedule options section, you could define if the verification will happen only one time, or set up the periodical verification.
One Time — the verification will be launched only one time
Recurring Schedule — you could set up the period by which the new verification will be launched with the same criteria.
Note: Don't forget to use Suppression together with recurring settings, so contacts and companies that you already took into work will not be verified again.
Sync to CRM
Set up this section if you want data to sync back to your CRM after the verification process is complete.
To do that:
Select CRM where you will return data
Define the mapping scheme and match by field. The match by field will be used to identify to which record to return the data. For example, we could do a match by email, and update those contacts that have the same email as was found by the DealSignal
Select action on the record sync:
Update existing or create new contacts — in this case, after enrichment, we will update all matching records, and in the rare when after the enrichment contact is considered as new, the will be also added to the database.
Update existing contacts — we will update all matching records that we have enriched
Add new contacts only (not recommended) — we will add only new records to the CRM. For enrichment this is a very rare case and could happen after the enrichment a contact is considered as new, so then only such contacts will be added to the database.
Additional settings
Company Suppression: Manage company suppression lists.
Notifications: Enable email notifications upon completion.
Launch verification
Preview section:
Review the maximum number of companies to be verified and the estimated credit consumption.
Check the start and estimated completion dates for the verification process.
Launch process:
If everything is correct, click "Launch Verification" to start the discovery process. Depending on the number of companies, this can take up to 24 hours.
You will receive email notifications when the process starts and is completed.
By following these steps, you can ensure your company data is thoroughly verified and enriched, enhancing the accuracy and effectiveness of your sales and marketing campaigns.