Known companies: from a tax number, name or email address
you want to bring business cards, an event's attendees or the companies that asked for an offer into the system; you only know the tax number, from an invoice or a contract; you want to know which company the address on an incoming letter belongs to.
Six steps
Each step comes with the sentence you can copy into Apex, and what Apex does with it.
One tax number
From the tax number, its first 8 digits, the company registration number or the EU VAT number, ApexThe assistant we built ourselves, the one you talk to; this row takes you back to the conversation. finds which website belongs to the company. It shows the websites where the company publishes this detail as its own, so a match like this is certain.Where to find itLeft sidebar, top rowGlossary Ask ApexApex tells youWhose tax number is this: 12345678-2-41?
In the reply: the company's name and website, and that the match is certain.
Several companies at once
If one tax number worked, the rest can follow: you can put several tax numbers, company names and email addresses into one message, mixed together. Apex finds the company's website for each one. Opening each new company counts once towards the Apex allowanceHow much work Apex can do for you, as a percentage. , the same as a company handed over by a search; for 5 or more new companies, Apex asks for approval first.Where to find itAccount menu; My subscription › UsageGlossary Ask ApexApex does itHere are four companies from the trade fair: 12345678-2-41, 23456789, Sample Ltd and Example & Co. Find their websites.
In the reply: the website for each company and, if a name fits more than one company, a question about it.
If a name fits more than one company
A company name can belong to more than one company. In that case, in its reply to the previous message Apex asks which city the company is in or what it does; you answer that, and Apex picks the right one from your answer. Ask ApexApex does itI meant Example & Co in Szeged, they're a printing firm.
In the reply: the website of the printing firm in Szeged.
The address on an incoming letter
If a letter came from a company address and you do not know whose it is, ask Apex. From the address, it finds the company both among your own companies and on the websites. Ask ApexApex tells youWhich company does this address belong to: [email protected]?
In the reply: the company's name, and whether it is already among your own companies.
Record and owner
Apex opens the records of the companies found so far, and you can refer to these companies in your next requests too. If a colleague talked to them at the trade fair, make that colleague the company's OwnerThe person handling the company; they get the tasks from the company's replies. If there is none: "No owner". : they also get the tasks from the company's replies.Where to find itDizzlet › Summary, at the bottomGlossary Ask ApexApex does it, with your approvalMake Judith Moore the owner of all four companies.
Above the approval button: the four companies and the new owner.
A campaign after the trade fair
The same four companies can go into one campaign, with a shared letter sequence that refers to the trade fair. When they are added to the campaign, the companies still without an address get their best available address, putting first the one a reply has already come from; above the Approval requiredApex's approval button, when it does something only with your approval (Approve / Decline). you see how many companies get an address this way. If you want to write to the contact you met at the trade fair, give their address, and Apex uses that.Where to find itConversationGlossary Ask ApexApex does it, with your approvalPut these four companies into a new campaign called “After the trade fair”.
What it costs
An example of the monthly fee. Plans are personal, per month, plus VAT.
Frequently asked questions
What most people ask in this situation.
What details can it find a company from?
What if there is no match for a company?
Can I search for similar companies too?
What else can I ask for?
Pitfalls
What most people run into, and how to avoid it.
Just a name, without a city
Basics for this situation
If you want to look behind a step.
Set it up with Apex.
Tell Apex how many of you there are and how you work. Apex tells you which guide fits and, wherever it can, sets things up with your approval.