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Finding Prospects in Orbital

Prospecting in Orbital

Objective

This article outlines the steps to effectively prospect companies using the Orbital database, ensuring team members can easily find relevant businesses and contacts.

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Key Steps

Step 1: Initiate a Query

  • Open the Orbital database and navigate to prospect-> companies

  • Enter a simple query in plain English to describe the type of companies you are looking for (e.g., "HVAC companies in Texas").

  • Click on the 'Generate' button.

Step 2: Review Automatic Filters

  • Observe the filters that automatically populate below your query.

  • Note the categories and filters applied by the system, such as industry type and location.

  • Check the total number of businesses returned (e.g., 7,282 businesses).

     

Step 3: Narrow Down Results

  • If you want to refine your search, toggle on additional filters (e.g., 'has a website').

  • Watch as the query updates automatically to reflect your new criteria.

  • Review the new total number of businesses (e.g., 4,553 businesses).

Tips for Efficiency

  • Use keywords that are commonly associated with your target industry to improve search accuracy.

  • Regularly update your search criteria based on the latest market trends to find the most relevant prospects.