# 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](/web-application/search-bar/organization-search.md) 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 [Account lists](/web-application/account-lists.md#import-account-list) and start researching immediately.

<figure><img src="/files/GfFC3fJvRY4wSu5x2MLm" alt=""><figcaption><p>Make your account list</p></figcaption></figure>

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.

{% hint style="success" %}

### 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).

[![](/files/ukWM7UNDWf3unHLkg3Go)](https://sumble.com/l/vwpfvKVR4r) [<mark style="color:green;">**Click to try it on Sumble**</mark>](https://sumble.com/l/vwpfvKVR4r)

**2. Add complementary technologies (if relevant)**

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

[<img src="/files/XnQkKKsnnmj9RPJattHj" alt="" data-size="original">](https://sumble.com/l/nc571teg3X) [<mark style="color:green;">**Click to try it on Sumble**</mark>](https://sumble.com/l/nc571teg3X)

**3. Add your ideal customer profiles**

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

[<img src="/files/xdOvhSaJzUi6EhlrCsOz" alt="" data-size="original">](https://sumble.com/l/ZCWUUJrfDq) [<mark style="color:green;">**Click to try it on Sumble**</mark>](https://sumble.com/l/ZCWUUJrfDq)

**4. Add a headcount prioritization**

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

[![](/files/JtVpVjd5CMwtEeZOlQ7Q)](https://sumble.com/l/iva8LAJoB0) [<mark style="color:green;">**Click to try it on Sumble**</mark>](https://sumble.com/l/iva8LAJoB0)
{% endhint %}

[<mark style="color:green;">Try it all together!</mark>](https://sumble.com/l/hF1d0V4t9J)

<div data-full-width="false"><figure><img src="/files/xRdCtUdt7xWd3K7LSlJ0" alt=""><figcaption></figcaption></figure></div>

## Research primed accounts

High priority accounts from your list can be drilled into to build [Organization pages](/web-application/organization-pages.md). 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

{% hint style="success" %}

### 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.

[<img src="/files/v3kigmMSxYym4GliGECW" alt="" data-size="original">](https://sumble.com/l/7BxgYcaUbH) [<mark style="color:green;">**Click to try it on Sumble**</mark>](https://sumble.com/l/iva8LAJoB0)

**2. Get the relevant people**

See the people associated with the filters I care about.

[![](/files/UraIhDjSIaSaT1F0DLvW)](https://sumble.com/l/eGd3RXGPqu) [<mark style="color:green;">**Click to see it on Sumble**</mark>](https://sumble.com/l/iva8LAJoB0)

**3. Understand role distribution**

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

[![](/files/6Fb1cmLCG63iJvJug8y3)](https://sumble.com/l/yfPKhHjxR8) [<mark style="color:green;">**Click to try it on Sumble**</mark>](https://sumble.com/l/yfPKhHjxR8)

**4. Detect need in job posts**

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

[![](/files/h2h4NKzBZuwKJsfP4GTS)](https://sumble.com/l/9h8MIqYADm) [<mark style="color:green;">**Click to try it on Sumble**</mark>](https://sumble.com/l/9h8MIqYADm)
{% endhint %}

## 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

{% hint style="success" %}

### Quickstart Example

### Time and message an account

I am a rep for a B2C outreach/CRM application.

**1. Check for an increasing selling signal**

[![](/files/XElLRtw95BDxqShYFcVZ)](https://sumble.com/l/GW0QfSLkMD) [<mark style="color:green;">**Click to try it on Sumble**</mark>](https://sumble.com/l/GW0QfSLkMD)

**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](https://sumble.com/orgs/live-nation/people?as=%7B%22operator%22%3A%22AND%22%2C%22children%22%3A%5B%7B%22operator%22%3A%22OR%22%2C%22fields%22%3A%7B%22technology%22%3A%7B%22include%22%3A%5B%22mailchimp%22%2C%22omnisend%22%2C%22brevo%22%2C%22attentive%22%5D%2C%22exclude%22%3A%5B%5D%7D%7D%7D%2C%7B%22operator%22%3A%22OR%22%2C%22fields%22%3A%7B%22job_function%22%3A%7B%22include%22%3A%5B%22Digital+Marketing%22%2C%22Product+Marketing%22%5D%2C%22exclude%22%3A%5B%5D%7D%7D%7D%5D%7D)
* [With a job function](https://sumble.com/l/a49SjpvGMq)
* [Associated with job posts](https://sumble.com/l/HQaP3v7OUo)

#### **3. Tailor your message**

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

[<img src="/files/1jVV9uMQXKt0hRBnPhwL" alt="" data-size="original">](https://sumble.com/l/FNg2Ijrgnv) [<mark style="color:green;">**See it on Sumble**</mark>](https://sumble.com/l/FNg2Ijrgnv)
{% endhint %}


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