Apply filters to define your prospecting criteria or patch. Let's review each of the filter categories:
Apply the geographical filter that most suits your prospect patch. For example if you manage the south east of the country then the Region filter would probably best suit your needs, however, if you have a postcode patch then the Postcode filter would be of most benefit to you.
The Geography category of Prospector has four main filters:
Region - Select your region from the twelve options.
County - The County filter lists out every County in the UK and Republic of Ireland. You can select as many or as few Counties as you need
Town - Search for the towns that you want to include in your Prospect list. Start typing the town's name and select from the matching options.
Postcode - The postcode filter allows you to search on a whole postcode area or drill down to district or sector eg:
- SW (all postcodes starting with SW) or
- SW05 (all postcodes in SW05 only) or
- SW05 4 (search of SW05 4?? only)
The Postcode filter will present you with a choice of letters to start your postcode search.
Selecting a letter will give you all the postcodes that start with that letter.
Hover over a Postal Area to reveal your Districts options. You Hover over your chosen District and click ‘Sector’ to get a precise postcode sector.
Choose as many as you need, or select all, then remove the few you may not need.
Save your postcode patch (perhaps name it 'Postcode Master') to easily use it for future prospecting searches.
Apply industry filters if you are prospecting in a particular sector or SIC code/s. There are four options to choose from:
Sector - Twelve main industry categories to choose from. Note that these categories are the same as the Markets categories and are used if you launch Prospector from there.
SIC Code (1992) - Use the 1992 Industry SIC code classifications for your search. Either type in the code or type in a key word within a code to reveal potential options.
SIC Code (2007) - SIC Codes were re-classified in 2007, use the updated codes in your search or type in a key word to return potential results.
If you don't know the code or keyword, look up a company within Artesian and visit the Company Info Tab, in the general information you will find the SIC Codes for that company which may give you a hint as to which one to use to return your desired results.
Business Type - Use these categorisations for Charities, Defence, Public Services etc.
You can now include Level 4 SIC codes. Just tick the 'Include Level 4 SIC codes' box.
Use key financial data to filter your prospecting patch.
Within each category you can choose from the preset increments or type in your exact criteria, eg your companies must have a turnover between 5M and 20M.
Business Size & Details
Choose filters that apply to specific searches, for instance if you are only interested in start-up companies you are best to use the 'Age of Business' filter, however, if you wanted to search for larger companies use the 'Number of Employees' filter. You have eight options to choose from:
Number of Employees - Use the pre-determined search or enter your own criteria.
Group Status - Choose from Independent, Intermediate Parent, Subsidiary and Ultimate Parent.
Legal Status - There are several variations of legal status to choose from, including Public Limited, Private Limited and Converted or Closed.
Age of Business - Type in your preferred age of business criteria.
Auditors Name - Type in the Auditor name you are interested in creating a prospecting list for. Use their correct names and not abbreviations for the search.
Bank Name - Type in the Bank name you are interested in and select from the list.
If you are interested in multiple Banks, don't apply any filters here, wait to export the list to Excel and use your sort and filters within Excel. This allows you to save lists based on who they Bank with.
Growth Indicator - An indicator to determine whether the business is in growth or decline. Values can be Decline, Growth, Static or Unknown.
Mortgage Indicator - A Yes/No flag indicating the presence of a mortgage registered against the company, e.g. 'Y' - Mortgage registered against limited company'N' - No mortgage registered or non-limited business.
Credit & Risk
Using Experian ratings in your prospect search, use credit ratings or risk bands to determine their financial status.
Use the preset options or type in your preferred criteria where applicable