In Big Data Mining Simple CRM, how to search for companies?

In Big Data Mining Simple CRM, how to search for companies?

Big Data Mining Simple CRM now allows you to search for companies, in addition to contacts.

To search for lists of companies that meet certain criteria, you can :
Either start in simple mode to obtain contacts, then go directly to the list of companies meeting the same criteria.
Either search directly in expert mode

If you wish to start from the contact searches:

Open the application launcher

Click the Big Data Mining tab, then choose a pre-programmed query.

Once on the list of results, click on the button "Expert Mode".

At the top of the criteria, check the "Companies" box, then click "Apply filter" at the bottom.

You will then obtain the list of companies corresponding to your request.

If you want to search directly in expert mode:
Open the application launcher

Click on the Big Data Mining tab, then click on the "Companies" icon.

At the top of the criteria, you see that the box "Companies" is checked.


Enter the other criteria, then click "Apply filter" at the bottom.

You then obtain a list of the companies that match the criteria.

Note: Some criteria are only applicable to contacts (birthday, interests, custom contact fields) and are hidden if the search is for companies.

How do I save custom reports?

Recommended method: Simple Links
You can create custom reports and store them as Simple Links.

Full explanation on: http://www.simple-crm-support.com/2017/08/simple-links-creation-de-liens-et-de.html


Alternative but less effective method: Chrome and Gmail account
If you modify pre-configured reports, or if you create your own reports and want to keep them, just save the results page in FAVORITE from the web browser CHROME, web browser associated with an email address GMAIL.

Indeed, your favourites will be saved in your GMAIL address. So, if you change computer, you just have to identify yourself on this new computer in Chrome, via your GMAIL address, to find all your custom reports.

How do I find contacts that I have not yet prospected?

Simple CRM allows you to establish a list of contacts that you have not yet prospected.

The principle is to look for contacts that are not related to any interaction type "Sale".

For that:

1) Go to the Big Data Mining module (application launcher -> Big Data Mining tab) and click on the "Clients / Blank Leads" icon.

2) You arrive on the Big Data Mining form.

Tick the box "List of leads that have never been solicited for commercial purposes" and click on "Search".

3) You get the list of contacts not yet prospected.

You can then refine your search, for example on a center of interest.

For that:

1) Click the "Advanced Mode" button.

2) In the form that appears, check the relevant area of interest.

3) Click on the button "Apply filter".

The list of contacts that have not yet been prospected and that belong to the area of interest appears.

You can then export this list in CSV (Excel) format, create a prospecting campaign based on this list, generate a Google Maps of contacts...

How to find companies that have no related contact?

In order to carry out effective prospecting, it is preferable to contact individuals rather than companies.

Indeed, marketing studies show that a letter addressed to "Jean-Marie Martin, Etablissements Lajoie" is much more likely to be opened than the same letter addressed to the "Purchasing Manager, Etablissements Lajoie".

However, in many companies, prospecting lists often only mention the name of the company to prospect.
You must then identify, in your Simple CRM, these companies without related contact, in order to contact these companies to obtain for example the name of the purchasing manager.

For that:
Open the application launcher.

Click on the "Big Data Mining" tab, then click on the "Soc without Cont" icon.

You immediately get the list of contactless companies.

You can export CSV interactions to Excel or Open/Libre Office, create a prospecting campaign, or add selected companies to an existing project.

You can then refine your search if necessary by clicking on the "Expert Mode" button.

You can then combine the search for contactless companies with other parameters.

How to search for contacts by country?

You can use the Big Data Mining module:

1) Click on the application launcher (icon at the top left of the Simple CRM window)

2) Click on the "Big Data Mining" tab

3) Click on the first icon "Clients / Blank Leads".

4) You arrive on a form, click on the button "Advanced".

5) In the field'Country of contact or related company', choose the country

6) You can also filter on an area of interest if needed

7) Click on the button "Apply filter "

8) You get the list of contacts responding to the request.