Ivana
Articles
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Migrating to Cognism Sales Companion – Quick & Easy Setup Guide
Welcome to your upgraded experience with Cognism Sales Companion! To get started, you’ll just need to remove the old Chrome extension and install the new one. Don’t worry — it only takes a minute....
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Setting up OKTA integration with Cognism
The Okta – Cognism SAML integration allows users in your organization to access the Cognism platform seamlessly using Single Sign-On (SSO) and you can also carry out user provisioning via SCIM. 📌 ...
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Avoiding Duplicate Companies in HubSpot When Exporting from Cognism
When exporting Companies from Cognism to HubSpot, you'll gain access to valuable data like industry, technologies, revenue, and more. This is highly recommended if you want to enrich your CRM with ...
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Assigning a Company
Overview Assigning companies in the Sales Companion web app helps allocate accounts to teams or individuals efficiently. This guide explains how to assign companies using different methods. Steps...
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Assigning a Persona
Overview Assigning a persona in the Sales Companion web app allows teams to use predefined personas for filtering within the Companion Chrome Extension. This guide will walk you through the steps t...
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Using AI Search on Sales Companion
Overview AI Search is a powerful feature within the Sales Companion Chrome Extension that allows you to filter companies using natural language. It is available on both the Dashboard and the Assign...
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Using Assigned Companies in Sales Companion
Overview The Assigned Companies feature in Sales Companion provides a list of companies a sales user is responsible for, based on company assignment rules in the platform. This list is accessible i...
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Company Profile Widget - Sales Companion
Overview The Company View feature in the Sales Companion Chrome Extension provides a comprehensive overview of a company you are interested in or assigned to by your admin. It allows you to view es...
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Using Companion over Sales Navigator
Use Sales Companion Chrome Extension on Sales Navigator to export lists of prospects or companies to your integrated CRM or a CSV file. Loading a list Go to the list on Sales Navigator that you...
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How to Create and Assign Personas in Sales Companion
Creating a Persona Navigate to Personas from the main menu. Click Create Persona or click on the 'New' button. Enter a name for the persona (e.g., "UK Tech Decision Makers"). Define filters...