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1. Export companies from Pipetop in the format of your CRM

Tools needed: Pipetop

Select the companies that you want to export within your Export Queue (or Company Archive, if you have exported them previously). Then select your CRM from the modal window and you'll receive the .csv export formatted and ready for import into your CRM.

You can find more detailed instructions for how to export companies from Pipetop in our FAQ section.


2. Import companies into your CRM

Tools needed: CRM system

After you've exported the companies from Pipetop, open up your CRM and find the bulk company import feature.

CRM systems handle importing companies in various ways: some require that you create the new company fields before-hand, some let you create new fields "on-the-fly" and some even suggest new fields automatically.

If you need some help with it, check our specific CRM importing tips.


3. Let us know the titles of decision makers you are normally looking for

Simply send us the information about the titles of decision makers you are normally talking to within your target companies.

Our team will take over from here: We'll look up the decision makers of the companies in your company archive. We use a combination of automation and manual work to find the most contact and email information possible.


4. Pipetop delivers you the contact details in the format of your CRM

You tell us your CRM and we deliver you all the contact data formatted appropriately and ready to be imported into your CRM.


5. Use Reply to speed up the outbound sales campaigns

Tools needed: Reply

At this point you know who you want to target and most of their email addresses. Because the initial email outreach and subsequent follow-ups can be quite boring, it's wise to help yourself with a tool like Reply.

Reply enables you to streamline this boring process, create personalized email templates and have it handle the follow-ups automatically. Once you get a reply, you can continue the conversation from within your normal email client.


That's it - happy selling!



Have a problem with a specific step?
Feel free to ping us on info@pipetop.com and we'll do our best to help you out!

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