Crunchbase Onboarding Guide

Article author
Shantell Brightman
  • Updated

Welcome to Crunchbase! You’ve taken a big step towards accomplishing your goals and that’s why we created a complete onboarding guide to help you along the way. 

In this guide, we'll show you how to get started with Crunchbase and how to leverage key features to find companies that matter and take action on them. You’ll find on-demand tutorials and links to how-to articles you can come back to at any time.

 

Let’s Get Started! 

1. Set Up Your Account 

After logging into Crunchbase.com, navigate to your account settings to update your profile, connect your preferred integrations, and invite others to join your team.

 

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2. Find Your Way Around the Homepage

Get to know the homepage, where to find quick wins and how to take action.

 

3. Create an Advanced Search

Here you’ll learn how to set your preferences for a specific territory or market, leverage various filters to create an advanced search, and save your results to a list you can track and monitor. You’ll also get a sneak peek on how to leverage Query Builder to create more granularity in your searches.

 

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Take the Next Step

With at least one Saved List on Crunchbase, you may be asking yourself, what’s next? Let’s walk through a few possible options to help you take action on your results.

 

4. Create a Contact Search

 Create a Contact Search to find and connect with key decision makers at qualified companies.

 

5. Push Accounts and/or Contacts/Leads to your CRM

Push Accounts and/or Contacts/Leads to your CRM so you can easily keep track of your pipeline.

 

6. Export your List

This is the perfect option if you want to organize the data offline or ingest your list of accounts into another tool.

 

Simplify Your Workflow

Adopting a new tool in your day to day can be daunting. Our goal is to help you simplify your workflow, not add to it. We’ve made it easy for you to access the information you need and take action - right where you need to. Let’s take a look at two features that will help you get more time back in your day.

 

7. Download the Crunchbase Chrome Extension

Download the Chrome extension to leverage Crunchbase data on company websites and sales tools such as LinkedIn and Salesforce, without having to change your workflow. Learn more about the Chrome Extension here.

 

8. Leverage the Side Panel

On Crunchbase, find key details and contacts, and take action without having to click into each profile. Learn how to use the side panel here.

 

Now, Let Us Do the Work for You!

You’re well on your way to discovering companies within your target market. Now let us do the work for you with these smart features.

 

9. Personalized Recommendations

We provide you with smart recommendations based on your territory preferences, lists, and activity on Crunchbase. 

 

10. Similar Companies

We automatically surface companies that are similar to the profile you’re viewing, providing you with competitive insights and new opportunities to qualify on the spot.

 

11. Hubs

We’ve curated groups of similar companies and placed them into one list, based on set criteria (ie; Top 10k Companies in Brazil w/more than 1M in Revenue)

 

Get Even More Results!

12. Query Builder

With Query Builder, you can create even more granular searches. Use multiple filters, exclude certain criteria, and create Boolean operators such as and / or to achieve the results you’re looking for.

 

🥳🎉Congratulations! You made it through onboarding!

 

If you have any questions, please send an email to enterprisesupport@crunchbase.com or check out more resources in the Knowledge Center.

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