ProspectSafari is designed around the reality that for most B2B sales the company website provides the information used for categorising and qualifying target prospects.
This is why the website is displayed next to the prospect data. This allows you to find key bits of information and enter facts and judgements in a fast, productive manner. Sometimes the company’s other social pages are equally useful, so these too can be displayed next to the data.
In some cases, the presence of certain key words or phrases indicates a better fit to the typical customer profile. A laboratory equipment company might be targeting labs that use certain technical words on their website, showing a potential interest in the company's offer.
You can look for such key words with a keyword listener (its popups, such as "Create string listener", and its list view column, "String listener: <name>", call it a string listener). Only admins can set them up. Open "Settings" and find "Keyword Listeners" on the "Link manager" card (the "Keyword listeners" chip at the top jumps there). Click "+ New":
Adding a String Listener in Settings
In "Create string listener":
- Give the listener a "Name".
- Pick the "Type": "Primary highlight" or "Secondary highlight" colour the words found; "Tertiary highlight" shows them like ordinary text.
- Type each word or phrase under "Key words" and press Enter, up to 20 per listener.
- Click "Save".
You can have up to 3 keyword listeners. The pencil opens "Update string listener"; the bin deletes one.
What happens next
The websites of your prospects are queued to be read again, so the new words are looked for; with many prospects this takes a while. A new word that is part of a key word already found on a prospect is added to that prospect at once, and a word you remove from the listener disappears from your prospects.
A key word counts wherever its letters appear in the page text, in upper or lower case, so a short word can match inside a longer one.
See the key words found
In the prospect view, the "Key words" tab lists the key words found on the prospect's website. Hover a word to see "Found on <page>"; click it to open that page.
In the list view each keyword listener has its own column ("String listener: <name>") and a filter under "Listeners" ("Empty", "Not empty", "None of", "Any of", "All of"), so you can work first on the prospects whose websites mention what you are looking for. See Find keywords.