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.

Make your account list

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).

Click to try it on Sumble

2. Add complementary technologies (if relevant)

Show me all the organizations already using technology that indicate high value.

Click to try it on Sumble

3. Add your ideal customer profiles

Show me all the organizations with employees who love my product.

Click to try it on Sumble

4. Add a headcount prioritization

Show me all the organizations with high headcount so I can use my time to get big deals.

Click to try it on Sumble

Try it all together!

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.

Click to try it on Sumble

2. Get the relevant people

See the people associated with the filters I care about.

Click to see it on Sumble

3. Understand role distribution

Find out how big the ICP role is in this organization.

Click to try it on Sumble

4. Detect need in job posts

Find the job posts that mention the ICPs and technologies that indicate need.

Click to try it on Sumble

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

Click to try it on Sumble

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

• On the people tab

• With a job function

• Associated with job posts

3. Tailor your message

Ensure your outreach has the best chance of conversion by using language from job posts to convey knowledge and understanding.

See it on Sumble