In SalesIntel, credits are your currency. Using one single credit you can reveal a contact, export to CSV, or export to Salesforce, Hubspot, Salesoft, Outreach, Dynamics, and Zoho multiple times as long as you have an active subscription. The Functionality offered will be in accordance with the plan your company subscribes to.
Reveal is the ability to unmask a contact’s details in your browser. Click the contact(s) of interest, then click reveal. This will cost you a contact credit unless you have already revealed/exported the contact within your subscription period.
An export is the ability to export one or more contacts from SalesIntel in a formatted CSV file. This is great for importing contacts into a CRM, a dialer, a marketing automation platform, or anywhere else where a consistent format is accepted. Salesforce, HubSpot, SalesLoft, Outreach, Dynamics, and Zoho CRM’S integration is also available depending on the plant you’ve chosen.
To export contacts, click the checkbox at the left of the contact’s name. You can eport 1000 contacts to Salesforce, 500 contacts to HubSpot, 200 contacts to Salesloft and 1000 contacts to Outreach CRM’S and up to 1,000 contacts to a CSV document.
To export records to a CRM or to a CSV click on Bulk Actions drop-down menu located at the top-left of the screen after selecting your desired contacts.
As a SalesIntel paid user, you will be able to view a contact’s full name, job title, job level, department, company information, HQ branch locations and LinkedIn profiles if available.
You will also be able to view a dedicated company page with relevant company information. Click on the company name in the contact search, and you’ll be directed to the company page.
The Company page contains:
- Company logo and name
- Executive Intel- This section includes the list of Company's Board Members and C-Level Executives.
- Firmographic data - This includes industry information, employee count and annual revenue for the company.
- HQ info
- Industry & Sector info
- Tech Intel - The section provides a full list of current vendors and products being used by the company in different categories.
You can view all the vendors and products by clicking on the link at the button of the Tech Intel section You will see a pop-up displaying the entire list.
You will be able to view Contact Intel. The Contact Intel matrix has a full table of the number of contacts for the company by job title and department.