There are a variety of filters available to pinpoint companies and contacts of interest to your business. While the same filters are available to search for both contacts and companies, it’s important to understand what results to expect when using contact-specific filters to search for companies and vice-versa:
- Searching contacts using firmographic filters returns contacts who work for companies with these characteristics
- Searching companies using contact/role filters returns companies with contacts who have these characteristics
Available Search Filters
The following filters are available for search queries:
Company
Enter company names or domains with commas between. Company names will be matched via fuzzy matching logic to find companies that contain the keyword in their name and to ignore common extensions like “inc”
Firmographics
- Location: The location of the company itself, not its employees. The default location is US. Within the US, States, Zip Codes, and Metro Areas can be used to further refine. Outside the US, certain countries are available to refine.
- Keywords: These are keywords that describe a company. The keywords are set based on the metadata and content on the companies website, which has been extracted and evaluated using natural language processing to identify the terms more unique to the company. Keywords can help hone in on company products and services, more specifically than industry.
- Industry: The industry of the company. Industry names are based on the NAICS code taxonomy. This filter also accepts comma-separated lists of 2, 3, 4, 5, or 6-digit NAICS codes and 4-digit SIC codes. When using 4 or 5 digit codes, a “start-with” logic is applied to pick up longer codes that match on the first 4 or 5 digits. When selecting the primary industry checkbox, the search will surface a single industry that BEST represents the company’s business.
- Revenue: The revenue of the company, in thousands, millions, or billions of dollars. A min or max (or both) can be applied.
- Employees / Size: The employee count of the company. A min or max (or both) can be applied.
- Department Size: The employee count within a department in the company. A min or max (or both) can be applied.
Contact Role
- Level: The contact’s seniority, based on classification of the job title.
- Departments: The contact’s functional department, based on classification of the job title. There is a set of more specific responsibilities below the department level, which includes classifications of job titles into functions within the department. Not all titles are represented in this sub-department hierarchy and some titles are represented in multiple sub-departments.
- Title: A comma-separated list of keywords in a job title. Some normalization of keywords occurs, such as searching for “Chief Executive Officer” when “CEO” is entered.
Technographics
- Products: A set of products that are used by the organization.
- Providers: A set of technology providers that are used by the organization.
- Categories: A type of technology that is used by the organization.
Intent
- Topics: A set of technologies being actively researched for purchase
- Score Threshold: The intensity of the research being conducted
- Topic Threshold: A minimum count of the selected topics in which a company is interested
To learn more about setting up the Intent topics of interest and how to use the different filters visit Using Intent Data in Searches.
Contact
- Name: A contact’s first and/or last name. These filters match on the exact phrase entered, not a fuzzy match or wildcard.
- Email: A contact’s email address. Leaving the Job History option selected will also look for that email address in a past job record.
- Location: A contact’s location, which may be different from the company’s location. The default location is US. Within the US, States, Zip Codes, and Metro Areas can be used to further refine. Outside the US, certain countries are available to refine.
Additional Filters
- Level of Accuracy: Filter results based on accuracy level (Human Verified, Email Verified, Machine Verified)
- Ranking: SalesIntel-curated lists of companies based on publicly available information.
- Your Lists: Lists of contacts or companies that you’ve imported.
- Results Include: Filter results to only those containing fields of interest.
- Last Modified: Filter results based on the date that the contact was last updated.
Using Advanced Search Filters
For some search filters, advanced search options are available to allow a more specific set of search results. These searches allow some or all of the following operators:
- ANY - At least one value entered in this field has to appear in each result (like an OR statement)
- ALL - Every value in this set must appear in the each result (like an AND statement)
- NOT - This is an exclude value. None of these values can appear in any of the results
The following filters support advanced searching:
- Keywords: Switch to advanced search by clicking the link to show more options
- Industry categories: Use the tabs at the top of the category hierarchy to switch between ANY and NOT. Selections can be made from both operators for a single search.
- NAICS and SIC industry codes: Switch to advanced search by clicking the link to show more options
- Title: Switch to advanced search by clicking the link to show more options
- Technographic Products, Vendors, and Categories: Choose from one of ANY, ALL, or NOT by selecting the toggle
In the example below, using the job title field, a search will be conducted that returns contacts with analytics or operations in their title, who also have marketing in their title, and who do not have associate in their title.