David Roberts
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Articles
Recent activity by David Roberts-
Configuring Selective Data Import
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...
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Configuring Selective Data Import
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...
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Using the Customer Onboarding Assistant
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...
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How to use Geographical Segmentation & Topic Threshold in Intent Searches
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...
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How to Improve Company Matching with CSV Upload
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 ...
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How to use Static IPs
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...