Prospecting Methods

SalesMonk supports multiple prospecting approaches, unified under one system.

1. Database Search

SalesMonk includes a traditional database search for:

• Titles

• Companies

• Locations

• Firmographic filters

This is useful for:

• Cold outbound

• Market mapping

• Initial list building

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2. AI Search (Public Web Intelligence)

AI Search allows users to query the public web directly using natural language.

Examples:

• “Find companies that recently raised Series A in fintech”

• “Find CROs who posted about Dreamforce”

For each result:

• Source citations are provided

• Confidence levels are shown

• Data can be filtered before import

This avoids blind reliance on static databases.

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3. Imports & CRM Sync

Leads and accounts can also enter via:

• CSV imports

• CRM integrations (HubSpot, Salesforce)

• Inbound widget capture

All sources converge into a single lead/account system.