Campaigns from your own company list
An Excel file with the company names is enough: Apex looks up the companies' websites, and the companies it finds become a campaign.
Uploading and matching are free. Only opening the companies uses allowance: once per company, the same as with search results.
How the list becomes a campaign
Companies that came to a trade fair, the member companies of an association, or former partners: if you have the company names in Excel or CSV, Apex looks up their websites, and the companies it finds become a campaign.
- 1
Upload
Apex asks for the Excel or CSV file on a card, up to 5,000 rows. It recognises which column holds the company name, the postcode and the town, and, if present, the tax number or the website.
Your task: uploading the file; if Apex is unsure about a column, an answer to its question.
- 2
Matching and opening
Matching runs in the background and is free. From what it knows about the companies, Apex looks up the company for every row and puts it into a band: Sure, Likely, Needs checking or No match. Before the companies are opened, only the bands and the counts show; the websites show after that. Opening works the same as with search results: the best matches come first, each company counts once towards the allowance, and Apex opens as many companies as fit into the allowance. It opens the rest with the next batch when you ask.
Your task: one decision on the card: as many as fit in now, or all in one go, with Extra usage.
- 3
A campaign, even with the first 100 companies
The opened companies go into a campaign the same way as search results, and loading them into the campaign does not use the allowance again. You can ask for only the first few companies to go now, for example 100; the next request picks up where the previous one stopped. You can also give them a tag, an owner and tasks.
Your task: approving the campaign.
From one row to one company
Apex looks up the company name of the row among the companies it knows, then compares the postcode and the town with the company's address. This gives the band, which shows you how sure the match is.
One company, one website
- Row of the file
1117 Budapest - Name match
.hu1 website - Address check
The postcode matches - BandSure
One company, three websites
- Row of the file
6000 Kecskemét - Name match
.hu.hu.com3 websites with the same name - Address check
Shared tax number: one company, one opening The postcode matches - BandSure
Sure: the name and the postcode match, or an identifier links the row to the company, for example a tax number or a website. Likely: the name and the town match, or the row only has the company name. Needs checking: the name matches but the address differs, or several unlinked websites belong to the name. No match: Apex has not found a company for these rows yet; when it gets to know more companies later, it checks them again on its own.
Why this is good for you
Apex looks up the websites for you
A file of names often has only the company name and the town. Apex looks up the company for every row, and the band shows you which match is sure and which is worth a look.
Only opened companies use the allowance
Uploading and matching are free. Only opening the companies uses allowance, once per company, as with a search; loading into a campaign does not use it again. If a company's websites are linked by a shared tax number or company registration number, they count as one opening.
The list stays, and Apex lets you know
The list stays in Company lists in the left-hand menu. When Apex later gets to know more companies, it checks the unmatched rows again on its own and lets you know about new matches.
Related features
- Existing customers and past contactsYou load your own partners, Apex writes to them too, and each one gets its own record.
- Who could it have been?A name, a fragment of a phone number or a detail from a meeting is enough. Apex finds the company, the letter and the person.
- A target group from the marketApex proposes it, you approve it, and Apex selects company by company.
More features
- How you get started with ApexFrom signing in to the first letter: what your part is, and what Apex does.
- Apex knows your companyFrom your introduction it knows what you offer and to whom, and at each target company it puts forward what matters there.
- Search by technical signalsApex sees which technology and providers companies use, and can search for these too: on their own or together with a line of business.
- Morning reportWhat came in overnight, who is waiting for an offer, what expires today, and what your first step should be.
- Apex handles the repliesApex sorts every reply and decides what it handles itself and what becomes a task for someone.
- Team performanceSystem, group, person: five metrics, with change and trend, for everyone.
- Event logFor every company you can see who did what and when. Apex can also search across many companies, one colleague or a period of time.
- Groups and accessA separate campaign per group, even per language area. A member sees their own group, a leader sees them all.
- Joiners and leaversA new colleague has a chat and Apex brings them on board. When someone leaves or goes on holiday, Apex hands over their tasks from a single sentence.
- Market MirrorWhy you win, why you lose, by segment, from your closed deals.
- Expanding into a new marketThe same target group in several countries, letters in the target market's language, with local holidays and time zone.
- API and webhooksYour CRM hands over your protected customers, your system picks up the companies that responded positively and the postal campaign addresses by itself, fetches the campaign report, and hears about every important event straight away.
Try it free.
Ask Apex. It answers in your own account, tailored to your company.