Prospecting
Looking for companies that fit your criteria? The Sales module in ProcessApp automatically generates a list of prospects based on keywords, cities, and industries. With AI you get smart recommendations that make it easier to reach the right companies.
- Input
- Criteria: keyword, city, industry
- Flow
- Keyword + city → search → company list in the database
- Output
- List of companies to contact
What changes in the company after the rollout
The sales rep defines criteria (keyword, city, industry) and the system builds a company list. The list goes straight into further processing without manual online research.
Higher efficiency
Automating the search process saves sales reps’ time.
Precise targeting
Ability to define search criteria by keywords, cities, and industries.
Easier analysis
Access to reports and statistics on search activity.
Increased visibility
Quickly identify new companies in the market.
How this process looks in Process App
Zrzuty pochodzą z działającego systemu — kliknij, aby powiększyć.
What exactly you get
Company search
The system generates a company list based on defined criteria.
Search history
Option to review previous searches and their results.
Search scheduling
Set up regular searches based on selected keywords.
Results analysis
Statistics on the effectiveness of searches and company acquisition.
What AI does for you in this process
AI priority scoring
AI evaluates company priority based on defined criteria.
Company segmentation
AI automatically classifies companies into relevant segments.
Sales rep recommendations
AI suggests the best companies to contact based on data analysis.
The process from start to finish
Track your sales activities and boost efficiency with automated company search. By defining criteria such as keyword, city, and industry, the system generates a contact list of companies, eliminating the need to manually scour the internet.
Use advanced features to monitor the outcomes of your actions and analyse effectiveness. This gives you more time to build customer relationships and grow your business.
See this process on your own data
We will walk you through the “Prospecting” module using your company as the example — the input, the flow and the end result in Process App.
Explore the remaining system modules
Cold Mailing
Cold Calling
Sales Opportunity Management
Quotation Preparation
Offer Preparation and Sending
Product configurator
BOM Development
Technology Routing
Manufacturing Cost Calculation
Demand Forecasting (Forecast)
Resource Planning and Workload Analysis
