Append firmographic/technographic data
5 tools demoed performing this task — top clips for each.
ZoomInfo
18:333:43Enriching lists with ZoomInfo EnhanceDemonstrates uploading a CSV file to ZoomInfo to clean and append missing contact information and firmographic data.JB - Evaboot
2:170:55Filter by technographic data in ZoomInfoThe creator shows how to filter for specific technologies, such as WordPress, within the ZoomInfo platform.JB - Evaboot
3:142:20Filtering company data and phone numbersShows how to use the extension to filter by department and find business phone numbers for employees within a specific company list.JB - Evaboot
Clay
9:512:40Enriching leads with BuiltWith technographicsDemonstrates using the BuiltWith integration within Clay to identify technologies used by target companies based on their domain.@ericnowoslawski
3:452:59Importing and enriching company domains in ClayThe video demonstrates how to start with a list of domains and use Clay's table view to pull in company data like corporate names and URLs.@matthewlucero
38:382:33Normalizing company names in ClayShows the process of using Clay's native enrichment to normalize and clean up company names for use in outreach templates.@Tim-Yakubson- Watch 6 Clay demos →
Pipedrive
21:332:33Adding custom fields to PipedriveWalks through creating custom fields like 'Lead Source' or 'Monetary Value' to capture specific business data during the sales process.@minor-co
4:340:53Creating Custom Data Fields in PipedriveA walkthrough of adding custom data fields to leads, organizations, and projects within the Pipedrive settings menu.@BusinessSolution-org
Apollo
29:553:23Technographic and Revenue filtering in ApolloThe creator shows how to filter companies based on their tech stack (Technologies) and annual revenue brackets to refine the ICP.@leadgenjay
7:467:07Filter companies by technographics and keywordsShows how to use the 'Technologies' and 'Keywords' filters in Apollo to find companies using specific tools like Google Ads or PPC services.@matthewlucero
12:451:52Enriching lead data in ApolloWalks through the enrichment tab to fill in missing company information or upload a CSV for data appending.@phyluxexpress4- Watch 5 Apollo demos →
Close CRM
7:472:50Managing Custom Fields and OpportunitiesShows how to create and manage custom fields (single choice, date, multi-drop) to track specific prospect data and opportunity statuses.@CloseDr
11:571:32Creating custom fields in Close CRMDemonstrates how to add custom opportunity fields and data types (like date or multiple select) to capture specific prospect information.@CloseDr
19:489:30Creating Custom Activities and Lead PropertiesDemonstration of building custom activity fields to capture specific data points like 'Service Area' or 'Discovery Call Details' directly on the lead profile.@JordanRPark- Watch 4 Close CRM demos →
Clay
Pipedrive
Close CRM