Find More Prospects

The Find More Prospects feature helps you discover new buyers and developers within your active accounts who haven’t engaged with your tracked assets. This enables you to multi-thread relevant developer and buyers within accounts already showing activity.

Here’s a step-by-step guide on how to find more prospects within an account:

Step 1: Start by clicking on any account in the accounts dashboard.

Step 2: Within the selected account, click on the ‘More Prospects’ tab.

Here you will find the following 3 sections - ReoDB, CRM Prospects and Revealed.

ReoDB

1. Under the ReoDB section, you’ll see a list of Reo recommended prospects. To expand your search beyond the recommended prospects, you can adjust filters for location, seniority, designation & job function. Or you can also create a persona or choose from an existing pre-defined persona.

1. Once you’ve identified relevant buyers - you can click on them and then click on ‘Reveal’ to access their contact IDs.

Note: Revealing prospects consumes credits. 2 credits/contact are consumed for revealing LinkedIn and business email ID. In case either 1 contact (LinkedIn or business email ID) is available - 1 credit/contact is consumed.

CRM Prospects

Under the CRM prospects tab - you can see a list of all your prospects that are present in your CRM.

Note: In the ReoDB and CRM prospects tab - you will only see prospects that haven’t shown any activity yet on your tracked assets. All active developers or buyers can be viewed under the ‘Active developers’ tab.

Revealed

All prospects added can be viewed under the ‘Revealed’ tab. You can choose to send these prospects directly to your CRM or even enrol them in email sequences on Apollo, Outreach, and Salesloft.

FAQs:

1. What happens to buyers added previously?

All previously added buyers will appear under the Revealed tab. No data is lost during the revamp.

1. Will I see developers or buyers who are already active on my tracked assets?

No. This feature specifically surfaces new prospects ****(buyers and developers) who haven’t engaged with your product yet.

1. Can I create my own persona filters?

Yes. You can either select from predefined personas or create a new one by specifying filters such as location, designation, seniority, and job function.

1. What happens after I reveal a prospect?

Once revealed, you can view full contact details and immediately add them to your sequences or CRM via your integrated tools.

1. Why don’t I see any prospects under ReoDB?

There may not be any unengaged buyers or developers fitting your persona filters yet. Try adjusting filters or expanding your persona criteria.