Product Tour

It’s easy to find new leads and improve your team’s productivity. Have access to contacts, companies and insights from a range of different sources.
Have a sneak peek below or contact us for a demo!

Explore how the power of Salesforce and Prospector comes together

Install and configure Prospector for Salesforce

Install the app from AppExchange. The preferences and configuration options give you full control of what the app does for you.

Get more leads for the sales team

Use sophisticated search criteria to unearth leads based on your target markets and Prospector insights.

Add new Contacts & Accounts to Salesforce

Use powerful search capability to select and add contacts to Salesforce based on your saved searches

Update existing Salesforce Accounts & Contacts

Always keep your Salesforce data fresh without having to enter everything manually

Get the latest insights about Companies & Contacts

Store Prospector insights into Salesforce so everything is in one place. Refresh the insights on demand

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Always stay in full control of your data

You decide – right up to field level – what you want to be updated and what must not be updated

Install and configure

Prospector for Salesforce

Search "Prospector" within Salesforce AppExchange. Then click "Get It Now" button to install the app in your Org.

Proceed to carry out one time configuration of the app

Set up your Org wide preferences

Map Prospector data fields to Salesforce data fields

All users are now ready to use Prospector for Salesforce!

Get more leads

for the sales team

Leads are created in Salesforce using Prospector data if you have set up preferences that way

Leads can be created in Salesforce either manually or through automated nightly batch program

Insights related to a lead are available on a custom tab

Add new Contacts and

Accounts to Salesforce

Search for companies of interest using the search criteria

Use "Plus" (+) action button to add the company as a Salesforce Account

Alternatively, use "Mass Create/Update Accounts" button to action all search results

List view of all Accounts created in Salesforce using Prospector data

Prospector company detail page viewed in Salesforce

Prospector contacts and insights appear as related lists in Salesforce

Update existing Salesforce 

Accounts & Contacts

A Salesforce Account can be linked to a prospector company

Any updates in Prospector are automatically applied to Accounts in Salesforce

Automatic updates can be turned off at any time

All Prospector data related to an Account is also separately available in a new tab

Get the latest insights

Search Prospector Insights from within Salesforce

Retrieve all insights for an Account over the last 12 months

Retrieve all Prospector insights for a Lead over the last 12 months

View all retrieved Prospector insights in one place

Always stay in full control of your data

If you do not want a Salesforce field updated, do not map it to a Prospector field

Auto updates can be turned off at any time

Control at field level what to update and what not to update

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