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.
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.
At Pipetop, we believe your team knows best what type of persons to target. That's why we've prepared a small nifty Chrome extension that can find emails for you - reliably.
Our email moto is simple: If an email is findable, we find it (we use a combination of automation and manual research to reliably find email addresses).
What you need to do:
You tell us your CRM and we deliver you the contact data formatted appropriately and ready to be imported into your CRM.
Please note: We will only charge you for successfuly found emails. We don't charge you for the emails lookups that don't return an email.
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.