David Roberts

OverviewControl which CRM fields are imported into Cognism for enrichment. Selective data import lets you choose which fields are imported from your CRM into Cognism. This helps you meet your organ...

OverviewControl which CRM fields are imported into Cognism for enrichment. Selective data import lets you choose which fields are imported from your CRM into Cognism. This helps you meet your organ...

The Customer Onboarding Assistant guides you through the key settings you need to configure when you first start using Cognism. It helps you set up your account, define who you want to target and c...

Filter intent data by location and topic thresholdUse the Intent filter in Cognism to focus on the most relevant accounts in your territory. You can filter intent signals by location and prioritise...

Use the Company Upload feature to match, include, or exclude specific companies in your search. This helps you target the exact organisations you want, rather than relying on company name searches ...

Use static IPs for Salesforce integrationStatic IPs let you control which Cognism traffic can access your Salesforce environment. This helps you meet security and compliance requirements by allowli...

This article explains how to use intent data in Sales Companion searches to identify companies that are actively researching topics related to your solution.Before you startMake sure that:You are l...

How to set up technographics in Cognism: learn how to configure technologies, qualify accounts, and prioritise prospects using tech stack insights.How to set up technographics in Cognism: this guid...

How to set up Do Not Call preferences in Cognism: Manage Cognism no-call lists, DNC filtering, and location restrictions to support compliance.By applying these compliance settings at workspace lev...

How to set up teams and assign companies and personas in Cognism, including company claiming and dropping to manage ownership and targeting.How to set up teams and assign companies and personas in ...