Targeting Non-Salesforce Based Companies
The magic of DataFox's CRM Intelligence starts with the ability to see insights on the accounts you already sold into and filter among those accounts in your name.
See The Unseen: We also empower you to tackle greater challenges - finding companies that ARE in your target market, but not yet in Salesforce. This is an easy way to find a new set of companies fitting your ICP or are worth targeting.
The Case of the "Missing TAM": Every sales executive is in search of Total Addressable Market (TAM) and sales reps love new quality opportunities. We provide tools for you to find the TAM that wasn't yet in your CRM.
DataFox: You can begin by logging into DataFox and filtering a new company search by companies "Not Yet Synced in Salesforce." Note: to do this, you'll need to have your DataFox account integrated with Salesforce. Check with your Salesforce Admin if you're unsure about this.
Net New: Now, you have all of the companies that are not yet in your CRM - these should be new to Salesforce.
Narrow Your Target List: From there, you can filter these accounts with your target criteria. Here is a walkthrough of all of the powerful ways you can filter accounts:
You can now label this new list as: "Companies New to Salesforce." If you're a sales rep, then these are new greenfield accounts you can reach out to.
Now, you can save that list of prospects as a DataFox list, save that search to track it moving forward, sync those new accounts over to Salesforce, or hunt for signals or insights on them.
Have any questions? Reach out to us at firstname.lastname@example.org.