Generate pipeline
Find, track, and research high priority accounts and people.
Create account lists
Build a list of accounts to ensure your strongest message is relevant. Use Organization search to hone a filter identifying
ICPs with job function filters
need with tech filters
deal size with head count filters
If you already have an account list you can import it into sumble you can follow the instructions at Import account list and start researching immediately.
You can keep track of different slices of account by creating a different account list for each one.
Imagine you're selling a B2C CRM; you can identify high value accounts by filtering for organizations by competitive or complementary product usage, presence of ideal customer employees, and increase deal size likelihood.
Quickstart Example
Build a target account list
I am a rep for a B2C outreach/CRM application. I want filters to find organizations who would be interested in my product.
1. Add competitive technologies
Show me all the organizations using my competitors' technologies (takeout campaign).
2. Add complementary technologies (if relevant)
Show me all the organizations already using technology that indicate high value.
3. Add your ideal customer profiles
Show me all the organizations with employees who love my product.
4. Add a headcount prioritization
Show me all the organizations with high headcount so I can use my time to get big deals.
Research primed accounts
High priority accounts from your list can be drilled into to build Organization pages. Uncover details about
Team/organization structure
Contacts with relevant skills and role
Job posts with information to contextualize need
With your B2B CRM sales targets you can explore teams and org structure along with role hierarchy and job posts to
Quickstart Example
Research an account
I am a rep for a B2C outreach/CRM application. I want to find a contact I can reach out to and craft a personalized message for.
If I clicked through to an organization with filters on the page I can remove filters as necessary to surface more relevant teams/contacts/job posts.
1. Drill into org structure
Understand team hierarchy and distribution.
2. Get the relevant people
See the people associated with the filters I care about.
3. Understand role distribution
Find out how big the ICP role is in this organization.
4. Detect need in job posts
Find the job posts that mention the ICPs and technologies that indicate need.
Act on sales signals
Convert your research into opportunities with a high likelihood of closing or increase the ROI on your time by realizing that an account is not ready to by right now.
Look at job post trends to identify increasing need
Observe new job posts/hires in decision making roles
Craft the perfect message with language from job posts
With your B2B CRM sales targets you can explore teams and org structure along with role hierarchy and job posts to
Quickstart Example
Time and message an account
I am a rep for a B2C outreach/CRM application.
1. Check for an increasing selling signal
2. Get the relevant people
Once you've found an account with strong intent signals you can go back to people profiles to create personalized outreach messages. Find people
3. Tailor your message
Ensure your outreach has the best chance of conversion by using language from job posts to convey knowledge and understanding.
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