qsg v1.1

COMPANYBOOK QUICK START GUIDE WWW.COMPANYBOOKNETWORKING.COM PAGE 1

QUICK START GUIDE

v1.1

http://www.companybooknetworking.com


Company Search - 3

Company Pages - 6

Dashboard - 17

Intel l igent Lead Generation

Global Insights

Personal ised Dashboard

People Search - 4

Topic Pages - 11

Topic Search - 5

People Pages - 14

CONTENTS



1. You can use the keyword search field to search Companybook just like you would a regular search engine. For example, you could use this field to search for products, services, keywords, technologies, company names or anything else you can think of.

2. Companybook will identify the most relevant industries for any keyword.

3. You can incorporate keyword news triggers into your company searches, so that any companies returned in your search would have also been in the news around that specific keyword. For example, by entering the term ‘data breach’ into the news trigger field, you would be able to identify companies who have been in the news regarding that specific term. Ten preset triggers are also available to use.

4. Create more filters using the fields below the keyword search box to refine your search results. Active filters are shown by the blue boxes near the top of the page.

5. You can create lists of companies you’re interested in by checking the boxes next to the companies displayed in search results. You can also select upto 1,000 companies to include in any list by using the dropdowns just above the results. Saved lists will appear in your dashboard. You can export saved lists as CSV files, or upload them directly to Salesforce. If you are creating a list for outbound marketing purposes, you might want to use the ‘Contact Data’ filter to ensure that only companies with the desired contact data are included in your list (phone / email / either / both).

6. Click through on any company for more detailed data.

COMPANY SEARCHCOMPANYBOOK IS DESIGNED TO SEARCH THE WORLD WIDE WEB, SPECIFICALLY FOR BUSINESS INFORMATION

1

2

3

4

5

6



1. After clicking on ‘find leads’, choose the ‘People’ category on the left hand side off the page.

. 2 Like the Company search, you can use whatever keywords interest you to search for people.

. 3 In addition to the filters available in the company search (news triggers / Industry / location / revenue / employees), you can also use the ‘role’ filter to better target individuals in a specific job function.

. 4 Just like the company search, you can also create and export lists of people. As with the company search, you may find it useful to use the ‘Contact Data’ filter to ensure that only companies with the desired contact data are included in your list (phone / email /either / both).

PEOPLE SEARCHCOMPANYBOOK INDEXES PEOPLE FROM COMPANIES’ WEBSITES, NEWS AND STRUCTURED SOURCES

1

2

3

4



TOPIC SEARCH

1. After clicking on ‘find leads’, choose the ‘Topics’ category on the left hand side off the page.

2. Use the keyword filter to search for any term or Topics to generate insight around how Companies, industries and market connect to that Topic.

3. Companybook monitors the key messages and Topics that Companies are addressing their markets with. Topics provide insight around any term, market, product, service or keyword that you would like to know more about.

4. The companies and other Topics most closely associated with your keyword are listed below. Any of these can be clicked and explored.

5. Click on the link to research detailed news triggers.

1

2

3

4

5

COMPANYBOOK FINDS PERTINENT TOPICS BY LOOKING AT FREQUENCY OF CO-OCCURENCES



COMPANY PAGE - OVERVIEW

Companybook collects and continually updates information for more than 163m businesses

across the world. Our Company Profile pages give you the information you need to understand

and target the ones you’re interested in working with.



COMPANY PAGE - BREAKDOWN I

Below the summary page is a section about what that company does. You can also find the company website, Wikipedia links and the topics most pertinent to the company in this section.

At the top of every company page there is a summary section, providing a quick view of the headline information around that company.

Smart Matches are the equivelant of hours of research, offering an intellligent list of similar companies. All Smart Matches can sent directly to a new or exising sales list, exportable CSV file or to Salesforce.

ABOUT SECTION

OVERVIEW SECTION

SMART MATCHES SECTION



COMPANY PAGE - BREAKDOWN II

People and contact details provide key information about who works there, and what they do. Click on anyone for more information about that person. All data sources are listed and can be individually isolated. Sources include Companies House, Hoovers, Web-scraped data, news scraped data and crowd-sourced data. If you’re logged into Linkedin and we’ve found the company’s Linkedin page, we’ll also show you how your network is connected to the company.

Next you’ll see some information about the structure of the group or family that the company you’re looking at belongs to. Click to see a full family tree, or to start a new search only within that family tree.

Financial data covers total revenue, net income and shareholder equity. Wherever possible this secton will look back at historical data.

PEOPLE SECTION

STRUCTURE SECTION

FINANCIAL SECTION



COMPANY PAGE - BREAKDOWN III

News & Media reputation is a visual depiction of the nature of carefully categorised news stories sorrounding that company, offering a view of whether the commentary is generally positive or negative. Identify opportuniteis by filtering with a trigger category. The articles driving the graph can be accessed by clicking relevent section in the visual.

For larger companies, Market data offers stock exchange and financial market information. Morningstar Bull and Bear analysis is also provided for some of the larger companies.

NEWS & MEDIA REPUTATION SECTION

MARKET SECTION

The Social section provides outbound links to the companies social sites where you can further investigate opportunities.

SOCIAL SECTION



COMPANY PAGE - BREAKDOWN IV

Companybook pulls contact data from various sources, like address, phone number and visual map data as well as providing a link to where the data was found.

CONTACT SECTION



TOPIC PAGE - OVERVIEW

Topics provide intelligence around key company terminology, so you can more easily join the dots

between companies and markets. Discover opportunities and learn the topic’s associated vocabulary.



TOPIC PAGE - BREAKDOWN I

Research the industries where this Topic is most prominent, and see the list companies who mention this Topic the most in their marketing.

News & Media reputation is a visual depiction of the nature of carefully categorised news stories sorrounding that Topic, offering a view of whether the commentary is generally positive or negative. Identify opportuniteis by filtering with a trigger category. The articles driving the graph can be accessed by clicking relevent section in the visual.

A list of related Topics is provided. These related Topics assess what companies who talk most about your chosen Topic also talk about.

INDUSTRIES & COMPANIES SECTION

NEWS SECTION

RELATED TOPICS SECTION



TOPIC PAGE - BREAKDOWN II

Research and learn more about the Topic via the embeded web search.

WEB SEARCHES SECTION



PEOPLE PAGE - OVERVIEW

Use Companybook to learn about your prospects and find the most relevant person to contact.

With over 150m individuals worldwide and over 9m in the UK alone, we’ve got a wealth of data

about the decision makers from companies all over the world.



PEOPLE PAGE - BREAKDOWN I

Next we show the people who this individual is connected to through the company / companies they work for. A summary list is shown, which can be expanded out to show everyone.

At the top of every person page we provide all known role, current company and contact information. If an email address or direct dial number is provided, the source for that data will be listed.

If this individual has been in the news, you’ll see a list of all related news articles here. The aliases we’ve used to search for this individual are shown.

DIRECT RELATIONS SECTION

OVERVIEW SECTION

NEWS SECTION



PEOPLE PAGE - BREAKDOWN II

At the bottom of the page, we include an integrated web search for this individual, with preset tabs for a Google search by the individuals name or the name and company. We also pre-create a Linkedin search for the individual.

If we’ve got any other people in our database with the same name, Companybook alerts you that its either other people with the same name or that the person could have roles in other companies. All links to other people can be explored.

WEB SECTION

DOPPLEGANGERS SECTION



DASHBOARD - OVERVIEW

. 1 Any news articles and trigger opportunities mentioning the companies you follow will appear in your dashboard and also be sent to your registered email address.

. 2 Receive proactive early warning signals around financial news related to the companies you follow - allowing you to make informed decisions quickly.

. 3 Your dashboard will recommend new companies and Topics to explore, based on those you currently follow and the things you search for.

. 4 Any Topics you’ve setup will always deliver the most recent headlines to your dashboard and registered email address.

. 5 Any lists you’ve created can be exported as a CSV file or uploaded to Salesforce. Two different types of CSV files can be exported, one with five contacts included, and one which is formatted to be uploaded to Salesforce.

. 6 The news in your dashboard can be filtered by content type, allowing you to focus on only the type news you are most interested in.

1

2

3

4

5 6



If you have any other questions please visit our support.companybooknetworking.com

or contact us at www.companybooknetworking.com/contact_us

THANKS FOR READING


http://support.companybooknetworking.com

http://www.companybooknetworking.com/contact_us

qsg v1.1

Documents

search results

keyword search field

keyword search box

regular search engine

company pages

company searchcompanybook

company searches

company names