Prospecting Methods

SalesMonk supports multiple prospecting approaches, unified under one system.

SalesMonk includes a traditional database search for:

  • Titles

  • Companies

  • Locations

  • Firmographic filters

This is useful for:

  • Cold outbound

  • Market mapping

  • Initial list building


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.


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.

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