QSG v1.1

COMPANYBOOK QUICK START GUIDE WWW.COMPANYBOOKNETWORKING.COM PAGE 1
QUICK START GUIDE
v1.1

Company Search - 3
Company Pages - 6
Dashboard - 17
Intelligent Lead Generation
Global Insights
Personalised 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 SEARCH
COMPANYBOOK IS DESIGNED TO SEARCH THE WORLD WIDE WEB,
SPECIFICALLY FOR BUSINESS INFORMATION
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1. After clicking on ‘find leads’, choose the ‘People’ category on the
left hand side off the page.
2.2 Like the Company search, you can use whatever keywords
interest you to search for people.
3.3 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.
4.4 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 SEARCH
COMPANYBOOK INDEXES PEOPLE FROM COMPANIES’ WEBSITES,
NEWS AND STRUCTURED SOURCES
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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.
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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
1.1 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.
2.2 Receive proactive early warning signals around financial news
related to the companies you follow - allowing you to make
informed decisions quickly.
3.3 Your dashboard will recommend new companies and Topics to
explore, based on those you currently follow and the things you
search for.
4.4 Any Topics you’ve setup will always deliver the
most recent headlines to your dashboard and registered
email address.
5.5 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.
6.6 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.
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If you have any other questions please visit our support.companybooknetworking.com
or contact us at www.companybooknetworking.com/contact_us
THANKS FOR READING

QSG v1.1

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