What is the Company Profile?
The Company Profile is an information hub that provides:
Detailed data about a company, including related contacts, financials, and news signals.
A clear view of whether the company is already connected to your CRM system, reducing duplicate entries.
An intuitive layout that centralizes key information for quick and easy access.
What Value Does It Provide?
The Company Profile empowers you to qualify leads efficiently by giving you access to in-depth company information. You can take action on leads by adding them to your CRM system or creating lists for follow-up.
Practical Ways to Use Company Profile Data:
Quick Qualification: Instantly assess whether a company fits your criteria by reviewing key information points like location, employee count, revenue, and industry in the header.
Identify New Prospects: Explore the company hierarchy to find new opportunities within groups of companies you've already sold to.
Find the Right Contact Person: Use the Contacts tab to filter and locate key contacts. You can even narrow down to those with email addresses or phone numbers to start engaging immediately.
Assess Financial Stability: Analyze historical financial data to understand the company’s stability and potential as a prospect.
Monitor Recent Activity: Check the latest signals and news to spot positive changes or opportunities that might indicate a good time to reach out.
How to Use the Company Profile Effectively
1. Header: Key Company Information
The header at the top of the profile provides a quick overview of:
Company Location
Website URL
Industry
Employee Count
Revenue
Company Status (Active, In Liquidation, Inactive)
Social Media Links
CRM Connection Status
Company Keywords:
Collected directly from the company’s website, these keywords provide a quick insight into how the company positions and markets itself.
Next, you'll find the financial data overview, which highlights the three key financial indicators for each company: revenue, earnings, and balance sheet total. This information helps you quickly assess the company’s financial strength and determine whether it could be a viable prospect.
Additionally, the overview indicates whether the values have been estimated or officially reported by the company, along with the corresponding year.
Contact Information and Basic Information
The Contact Information section contains all the essential details needed to get in touch with the company, including the address.
The Basic Information section provides key registration details relevant to the company.
Below that are all industries: Dealfront related industries as well as WZ and NACE codes to get a more detailed overview over the different industries:
Pro Tip: Use the header for an initial lead qualification and to perform quick actions like adding to lists or CRM.
2. Overview Tab: General Company Information
This tab offers more detailed data:
Company Description: A summary of what the company does.
Financial Data: Revenue, earnings, and balance sheet totals.
Contact & Basic Information: Includes address and legal details.
Industries: Relevant sectors the company operates in.
Use Case: Dive deeper after the initial qualification to verify financial stability and gather essential contact info.
Viewing Grouped Companies in the Company Profile
If a company belongs to a group, you can easily access and explore the group structure directly from the Company Profile.
How to Access Grouping Information
Click on the Company Name located in the top left corner of the profile:
A pop-up window will open, displaying the company group structure with all relevant details:
Navigating Between Companies
If the group contains multiple companies, you can navigate through them by clicking the arrows in the top right corner of the pop-up. This allows you to quickly explore related companies and their information:
By using the grouping feature, you can gain valuable insights into the company’s structure and identify other potential prospects within the same group.
You can get more details about the current state of the company by looking at the pill next to the company name. We will display three states:
Active
In liquidation
Inactive
By clicking on the megaphone icon next to the company name, you can see the different social media profiles that belong to the company:
If the company is connected to your CRM system, an icon will appear in the header.
Hovering over the icon will display additional details about the connected company:
To view a more detailed company profile, click the expand button in the top right corner:
To compare different company profiles, you can open multiple profiles in separate tabs:
3. Contacts Tab: Find the Right People
Access and filter through company contacts to identify the best points of connection:
Hierarchy Level: Top Management, Middle Management, Employees.
Department: Find relevant departments using Dealfront's mapping.
Completeness: Filter contacts by available phone numbers or email addresses.
Source: View contacts from the specific company or the entire group.
Use Case: Identify decision-makers or department heads to streamline outreach efforts.
4. CRM Tab: Manage Deals and Tasks
Directly view and organize your deals and tasks linked to the company.
Create New Deals or Tasks: Assign them to the right owner and link to your CRM:
Use Case: Maintain a clear overview of interactions and follow-ups related to the company.
5. Finance Tab: Financial Insights
Analyze the company’s financial history to assess stability:
Financial Graphs: Visualize revenue and earnings trends.
Detailed Data: Look beyond basic financials for a comprehensive evaluation.
Use Case: Identify financially strong prospects to prioritize.
6. Signals Tab: Latest News and Events
The Signals tab provides insights into the latest company changes and developments. Signal types are automatically categorized, including:
Acquisition: Company purchases, mergers, or asset sales.
Customer Changes: New clients or identified competitors.
Corporate Challenges: Issues or headcount reductions.
Expansion: Office openings or location expansions.
Job Ads: Newly advertised job openings.
Investments: Financing rounds or public listings.
Leadership Changes: Promotions, hires, or departures.
New Offerings: Product launches or integrations.
Partnerships: Collaborations with other companies.
Recognition: Awards or acknowledgments.
Use Case: Stay updated on relevant signals to tailor your outreach.
Company Profile in CRM
With the Dealfront iFrame integration, the Company Profile can be displayed directly in supported CRM systems, providing you with immediate access to relevant company data. More information in this article.
FAQ
Q: How can I access the Company Profile from my CRM system?
A: The Company Profile is available through the Dealfront iFrame integration. Please follow the provided links for more information.
Q: How can I report incorrect data?
A: Use the "Report Data Issue" button within the profile to notify our data team.
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Questions, comments, feedback? Please let us know by contacting our support team via live chat or by sending us an email at support@dealfront.com.
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