How to Build a Company List

  • Updated

Build a list of companies to find prospects based on specific search criteria, including location, industry, news, and more.

Step Description Details
1 Launch InsideView Target Click Build a List in the InsideView Insights.

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2 Enter the company list criteria On the Build a List page, enter the search criteria for your company list.

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3 Search with the Location

The Company Location: Geography list enables you to search for companies using the following location types:

  • Region
  • Country
  • State / Province

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4 Search with Employee count and Revenue Use the Employees and Revenue fields to enter a range for the employee count and the revenue of the companies you want to target.

For example, if you enter 100 to 500 in the Employees and 5M to 2.5B in Revenue fields, the search returns only those companies with 100-500 employees working for them and with revenue that ranges from 5 million to 2.5 billion US dollars.

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Note: The number of companies available in the InsideView database adjusts automatically based on your search criteria.

5 Search by Industry type Select an industry from the Industry drop-down list, then select any applicable sub-industries.

For example, select the Banks industry and Commercial Banking sub-industry.

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Note: You can also enter an industry's SIC or NAICS code. The InsideView database will allow you to search using either 2007 or 2012 NAICS codes.

InsideView has its own proprietary classifications, which consolidate these differing global standards into 30 top-level industries and 708 sub-industries. For more information, read the article Updates to Industry Codes on our Knowledge Base.

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6 Add other search criteria Click the plus (+) button to open the Filters dialog and add the additional search criteria filters.

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Note: If you have entered the company location geography, employee count, revenue values before they are automatically set and you can modify them if needed.
7 Enter Company location filters In the Filters dialog, select the Companies tab to enter the following company search criteria:

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Company Location: Enter the company location filter by selecting the following options:

  • Geography: You can either search by region, country, or state/province or click the View Map link to select locations on the map.

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    • To select multiple countries, hold down the Ctrl key while clicking.

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    • Click Country on the Map to toggle to a country map.
    • Select Regions from the geographical region such as Asia or Middle East from the drop-down list. To select multiple regions, hold down the Ctrl key while clicking.

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  • City: Select City from the Locations list then enter a city's name in the City field.

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  • Postal Codes: Select Postal Codes from the Locations list, then enter the postal code(s) in the input field. Use asterisk (*) to specify a range of postal/zip codes.
    • Optionally you can first select a country to further narrow your search results

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  • Area Codes: Select Area Codes from the Locations list, then enter the area code(s) in the input field to search for companies operating in the United States and Canada regions.

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  • Country: In the Map view, click the Country tab to select the following countries:
    • United States
    • Australia
    • Canada
    • India
    • New Zealand

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For example, select the United States option to filter based on states in the USA.

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Once you have selected all states, click Done to return to the Filters dialog.

8 Enter Industry Classification filters In the Companies tab, select an industry from the Industry drop-down list, then select any applicable sub-industries. For example, select the Banks industry and Commercial Banking sub-industry.

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  • In the Industry Classification area, select the NAICS to enter the North American Industry Classification System (NAICS) code of a company. The maximum number of NAICS codes that you can enter is 150 for each search. You can enter multiple NAICS codes separated by commas.

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    You can also use the wild card asterisk (*) for building a list of companies with partial NAICS code. With the NAICS code wildcard(*) search, you can find companies in a wider list of industries without specifying all child industries.  

    For example, if you search to find all companies under 'Electronics' (NAICS code - 334) and all of the other industries nested under 'Electronics', user can simply add NAICS code as '334*' as a search criterion.

  • In the Industry Classification area, select the SIC to enter the Standard Industry Classification (SIC) codes of a company. For example, enter the SIC code for the Bank of America company as 6021.

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9 Enter company names In the Companies tab, select the Company Name option from the drop-down list to search with the name of the company.

Enter the company name or select from type ahead suggestions. For example of enter Bank of America Corporation or select any result from the suggestions as illustrated:

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10 Enter company status In the Filters dialog, select the Companies tab, select the Company Status option to choose the status of a company from the drop-down list.

For example, you can select Operating, Subsidiary, or Acquired.

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Note: Click the toggle to enable the Include out of business companies option to search all companies that are not operating.

11 Enter Fiscal Year End (FYE) In the Companies tab, select the Fiscal Year End option to choose the fiscal year end month of a public company from the drop-down list.

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12 Enter the ownership type In the Companies tab, select the Ownership Type of a company from the drop-down list.

For example, you can select Public, Private or Government.

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13 Enter the suppression list In the Companies tab, select the Suppression List option to suppress companies from your search results, then select an existing company list as illustrated below:

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14 Enter the Ticker value In the Companies tab, select the Ticker option to search for companies based on their stock market ticker symbol. For example, enter BAC to search for the Bank of America Corporation.

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Click Apply.

People Filters

To search for executives with Job Function, Job Level, Job Title, Contact Info, Contact Location, and Social Network filter, read the article How to Build a People List in our Knowledge Base.

Insights Filters

Go the Filters dialog and select the Insights tab to search for companies with the following search criteria:

Step Description Details
1 Go to the Insights tab On the “Build a List” page, click the plus (+) button to open the Filters dialog and select the Insights tab to add additional company search criteria.

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In the Insights tab, click Annual Lists & Indexes to find companies that appear on the FTSE 100, Fortune Global 2000, Fortune 500, Fortune1000, Inc 5000, Russell 3000, and/or S&P 500.

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In the Insights tab, click Agents under News area to search with 18 standard InsideView Agents. InsideView Agents group news articles into categories that indicate buying triggers such as New Offerings, Acquisitions, Partnerships, Expanding Operations, Cost Cutting, and Outperforming.

 

To modify agents as per your business requirement, follow these steps:
  • Select the number of days. For example, select the Last 30 Days option.

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  • Select Agents from the News card along with the date range and click the plus (+) icon. Select a news agent that is relevant to your business. For example, select the Acquisitions agent.

     

  • The Search results will show all news related to acquisitions in the last 30 days. You can toggle the number of days such as Last 15 Days, Last 7 Days, or Last 1 Day.
  • Select the Keyword option and click the plus (+) icon to search news with any keywords or company names.

    Enter a keyword that you want to search news for. For example, enter Apple, Inc.

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2 Enter the Technology filter In the Insights tab, select the Technology option and click the plus (+) icon to choose from the predefined list of technologies that companies use today.

Note: You can choose only from the list of technologies that are predefined by your InsideView CSM or an Account Admin in the Tech Settings section. For more information, read the article Managing Installed Tech Data in our Knowledge Base.

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For example, you can search Google in the search to find companies that use Google App Engine technology if this technology is assigned to your account.

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3 Enter the Intent filter

In the Insights tab, select the Intent option and click the plus (+) icon to filter your list based on Intent topics that have been selected by your account admin. Intent topics indicate when a company is in the market to buy a particular product or service.

Note: The Intent filter is only visible to users who have purchased the Elite license and Enterprise users who have brought the “Intent” add-on package for their organization. list_build_intent_small.png

For example, you can enter Account in the search to find topics such as Accounting, Accounting AutomationAccount Receivable, and Account Payable.  list_build_intent1_small.png

4 Change the intent score

The Intent Score indicates how much a company has researched a particular topic over a particular week. The higher the Intent Score, the more likely that company is looking to buy a particular product or service.

To change the Intent Score value, drag the slider to the desired score range as illustrated: list_build_intent2_small.png

Click Apply and then click Search.

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5 View the details and modify the criteria On the search results page, click on a company to view a summary of the company details.

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6 Save List To save companies to a list, select Companies and click Save, then select the Save to a New List option or choose an existing list to add companies to.

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To create a new company list, enter a name for the list and click Save.
7 Save Search To save your search criteria, click Save and enter a name for your search for future reference.

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