Ideal Target Search

Article author
Erika
  • Updated

Ideal target searches simplify the discovery process by filling your pipeline with new companies based on existing closed-won opportunities in your CRM; now you can see which search filters match characteristics of accounts you’ve won in the past! *This feature is available to CRM-connected Crunchbase Pro and Enterprise customers. 

You can find your ideal target searches at the top of your Crunchbase homepage activity feed:

They will refresh on a weekly basis, and are modeled to update whenever a new 'Closed-Won' opportunity is registered in your CRM. Keep in mind that not every individual update will necessarily yield different searches - we recommend consistently updating your CRM for the most up-to-date results!

Not seeing your ideal target searches? Check out these tips:

  1. Make sure you’re a Crunchbase Pro or Enterprise customer.
  2. Check that you’re connected to your CRM in Account Settings
  3. It’s possible that a reliable pattern hasn't yet been identified in your CRM activity. Please continue updating your CRM, as the feature is always analyzing your data for patterns. Once a reliable pattern is detected, you will see the updated ideal target recommendations.

 

Have any questions or need assistance? Reach out to your dedicated CSM if you’re an Enterprise customer, or contact prosupport@crunchbase.com if you have a Pro subscription.

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