Our first release for '23 is here!👇
WEB APP
#1. Search employee headcount by a custom range [Functionality & Interface Update]
Our new Employee Headcount feature allows you to run custom searches.
Run custom searches and get a more accurate estimation of company size.
- Find the Employee Headcount filter under Company > General Information > Employee Headcount (previously Company Size).
- Use our standard ranges (Range) or search by a custom range (Custom).
- Billing Plan Required:
- All plans.
- Visible to User Role:
- User, Admin
#2. Export companies in bulk to your CRM [Functionality Update]
We've made it possible to export and update multiple companies at a time.
Improve efficiency when searching for new companies or updating existing account records in your CRM.
- Generate a list of companies using the Company Tab
- Select, review, and export to your CRM up to 25 companies at a time.
- Billing Plan Required:
- All users
- Visible to User Role:
- User, Admin
INTEGRATIONS
#3. Prevent account creation in Salesforce [Admin Settings Update]
With the newly introduced global setting, admins can choose whether they want to allow or prevent users from creating new accounts in Salesforce when exporting from Cognism.
Improved control over your CRM hygiene.
- Enter Integration Settings > General
- In the Export Rules section, check the relevant boxes for Accounts and Leads/Contacts.
- Billing Plan Required:
- New Edition: Platinum and above plans
- Visible to User Role:
- Admin
#4. Use the Cognism browser extension to enrich and zero in on Salesforce accounts [Functionality]
You can now use the Cognism Chrome Extension to find information for both contacts [released last month] and accounts [NEW] in Salesforce.
Speed up your prospecting and make sure you're armed with the right info. Enrich records with additional data from Cognism's database, and easily find decision-makers without leaving Salesforce.
Open the browser extension when you're viewing an Account in Salesforce.
- Use the Details tab to get additional account info.
- While still on the Account page, use the Employees tab to identify the best-fit decision-makers in the company.
- Use the Export button to easily export the data and update your CRM records.
- Billing Plan Required:
- All plans
- Visible to User Role:
- User, Team Lead, Admin
API
#4. Check which contacts are globally opted out of Cognism's database with our Compliance API [API Update]
Check which contacts are globally opted out of our database. Search opt-outs by:
- Cognism ID
- Opt-out list
Ensure opt-out requests are honoured and remain compliant with data privacy regulations.
3 new endpoints allow API users to check if a contact is opted out
- Opt-out list
- Search opt-out by email
- Search opt-out by Cognism ID
- Billing Plan Required:
- Any. Credits required.
- Visible to User Role:
- API
Comments
Please sign in to leave a comment.