Sales prospecting: the companies that fit, in your CRM
An agent checks which technology each company on your list runs its website on, shows you the ones that fit and, once you confirm, adds them to your CRM. It contacts nobody.
The problem
“We do prospecting when someone has a gap.” Knowing which companies you should call means looking at their websites one by one, and nobody does that consistently. So you call the ones you already know, or bought lists that do not fit.
It happens in any company that sells a service tied to a technology: whoever uses it is a possible client, and whoever runs an old version is a likely one. The data is public. What is missing is the time to go and get it.
How it is done today
Someone in sales opens a list of companies, visits each website, tries to guess what it is built with and notes it in a spreadsheet. Then they copy it into the CRM by hand, hopefully without duplicating a company that was already there.
Three months later nobody repeats the review, so nobody knows who has changed.
How we solve it
- It starts from a repeatable list of companies: a sector, a public directory or one you bring, with each company's domain.
- It checks which technology each company's public website uses, with its estimated version, and flags those on an unsupported version.
- It summarises the result starting with what opens a conversation: unsupported versions, then the rest of the detections and, in one line, the websites that did not respond.
- You choose which ones go to the CRM. Without your answer it goes no further.
- It simulates the load: how many companies would be created, how many updated and which fields would be written. It looks each one up by domain to avoid duplicates.
- With your confirmation it records them. For a company you already had from another source, it only adds the detected technology and leaves the rest alone.
- Every quarter it repeats the review and tells you what has changed: who uses it now, who has changed version and who has dropped it.
Result
It is how we find who to call ourselves: a list reviewed every quarter and a CRM in which each detected company says what it uses and on which version.
What it takes
Timeline
Detection is quick to set up if the technology you care about can already be recognised. Adding a new one takes longer. The exact timeline comes out of the assessment.
Data and access
A list of companies with their domains, or the sector to build it from. Access to your CRM to read and write companies. And your rules: which sectors are of no interest and which companies must not be touched.
Your tools
Your CRM, with a field that says where each company came from. It also works without a CRM: you keep the list of detections.
How it is built
Detection only reads what each website publishes: one request to its home page, like any visitor's. It does not enter private areas or probe anything.
Today it recognises Liferay, with its estimated version and edition. The detector is a separate piece: other technologies are added without changing the rest.
The CRM load searches by domain before creating. If several companies share a domain, it touches none of them and flags it for manual review.
Without the source field in the CRM, the load fails before writing and says what needs creating. The CRM credential is read from the secrets manager and never shown on screen.
Each review is stored with its date and the comparison comes from the last two. A website that stops responding does not count as a drop.
Frequently asked questions
Does the agent contact the companies?
No. No emails, no forms, no messages. It detects, compares and records. Who gets called and what is said is up to your sales team.
Where does the data come from?
From each company's public website. Its home page is read just as any visitor reads it.
Will it duplicate companies in my CRM?
No. It looks each company up by domain before creating it. If it exists, it updates it; if in doubt, it touches nothing and tells you.
Does it work for the technology I sell?
If it can be recognised from a company's public website, yes. Which technologies to detect is decided in the assessment.
What does Julditec do?
We implement the agent, adapt it to your company, train your team and maintain it. The day-to-day work is done by the agent; deciding and approving stays with your team.
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