This article presents the RecMan Prospecting or Customer Database (CDB) extra service, how to activate it, as well how to use it in your system!
Activating prospecting
To activate prospecting, you have to be a system administrator and activate it under Priced services in the user settings. You can access it by going to User settings (System settings → Co-workers), where it can be activated per co-worker.
Price
Please get in touch with our support for prices.
Using prospecting
To access prospecting, hover the CRM icon in the navigation bar and choose Prospecting (CDB) at the bottom.
In the prospecting module, you first get an overview of the companies in the list, where you can filter for whether they already exist in the CRM, are added to the pool and which country it should show for. The available countries are Norway, Denmark, Sweden, the United Kingdom, and Finland. By selecting a company, you can then click to import it to your CRM:
Furthermore, you can find a specific company in the search field or add search criteria to narrow down results. The available search criteria are:
- City
- Business entity
- Contacts
- Established period
- Revenue
- Gazelle companies
- NACE (industries)
- Numbers of employees
- Geolocation
- Profit
- Leader salary
| Criteria | Description/input information |
|---|---|
| City | Find companies registered in a specific city. |
| Business entity | Filter for various business entities/types of organization - e.g., Limited company (AS), Sole proprietorship (ENK), Municipality (KOMM). |
| Contacts | Find companies with a registered email or phone number. |
| Established period | Find companies established between two dates. |
| Revenue | Find companies with revenue within a certain range. |
| Gazelle companies | Find companies distinguished as a gazelle company for a specific year. |
| NACE (industries) | Find companies registered with a specific NACE code. |
| Numbers of employees | Find companies with a number of employees within a certain range. |
| Geolocation | Enter a location and find companies within a certain radius (in kilometers or meters). |
| Profit | Find companies with profits within a certain range. |
| Leader salary | Find companies with a leader's salary within a certain range. |
If you want more information about the company, you can also click the company name to open up a preview, which can be expanded to the complete overview:
Company pools
You can also add your own selection of companies to a Company pool. This feature can be used to save your searches or to create a leads list for potential customers.
Also, note that a pool initially appears only for you in the system, but you have the option to share it with other RecMan users by accessing the pool and clicking on the settings.