DataFox Summaries

As an intelligence platform, DataFox allows you to group your best fit accounts together and identify common themes across them to pinpoint your ideal client profile.

The example below will show you how to leverage our Salesforce integration to group your best fit accounts together and view common traits quickly.

If you're not connected with Salesforce, you can still bundle your top accounts together in a manual list, then leverage the insights tab to identify your ICP.

Creating A List of Companies in Salesforce

To create a list of companies in Salesforce:

1. Log in to your DataFox application

2. Locate the Companies tab, then select "Add a Filter."

3. Navigate to the Salesforce option. Here, under "Salesforce Account," select "Show me only accounts synced to Salesforce."

Once this filter is applied, all companies only synced to Salesforce will appear.

4. Click over to the "Summary tab."

Since the Summary tab now shows companies specifically synced to Salesforce, you can better track your ideal client profile.

The information you can use is as follows:

Top Keywords

The total number of companies associated with each keyword.

Selecting a keyword will allow you to create a new search:

Companies by Technographics

The most common Technographics found for relevant companies.

Companies by HG Data Technographics

The most common HG Data Technographics found for relevant companies.

Companies by Number of Employees

The total number of employees currently working at a company.

Companies by Investors

The total amount of investors for a company found at the bottom of the insights tab.

Like with other filters, you can select investors to create a new search.

Companies by Funding (USD)

The number of companies receiving USD based funding.

Companies by Countries

Companies listed by country.

Selecting a location creates new search criteria.

Signal Counts by Last Year

Signal Counts related to companies for the previous year. Filters can be selected to create new search options.

Companies by Status

Company filters based on current status.

Now that you have a better understanding of our updated Insights tab, you can better filter companies with strong search tools!

Still have questions? Feel free to reach out to us at support@datafox.com