The Companies module under Sales Manager is where you can view, add, search, organize, and manage company records in Sellora AI.Companies can be added manually, created from leads brought into Sellora AI, or populated through connected CRM integrations.
When a lead is enriched through the Wizard, the enriched company details are automatically added to the Companies module.The available enriched information is used to create or populate the company's record, reducing the need to enter the company details manually.
Tip: Keep company records accurate and up to date because company information is used across People, Campaigns, Outreach, Opportunities, and other sales workflows.
Use the Search companies field at the top of the Companies page to quickly locate a company by name.The total number of company records currently available in the workspace is displayed next to the search field.
Use Products & services to associate the company with one or more products or services configured in Sellora AI.You can select individual products or use All when applicable.This association helps identify which of your organization's offerings are relevant to the company.
The ICP fit field displays the company's Ideal Customer Profile fit score.This score provides an indication of how closely the company aligns with the target customer profile used by your organization.After completing the required information, select Save and close.
The Companies page displays company records in a structured table.Depending on the configured fields, the table can display information such as:
Name
Employees
Industry
Address
Account owner
ICP fit
People
Created by
CRM source
Synced with
The People value indicates the number of people currently associated with the company.The Created by field indicates how the company record was created.
The Synced with column indicates whether the company has been synchronized with a connected CRM.The CRM icon shown in this column identifies the CRM with which the company is synchronized.This allows you to quickly distinguish between company records that are available only in Sellora AI and records that have also been synchronized with a connected CRM.
When HubSpot or Salesforce is connected to Sellora AI, company records can be synchronized between Sellora AI and the connected CRM.Select Sync with CRM from the Companies page to begin.
After selecting a CRM, choose the direction in which company records should be synchronized.For HubSpot, for example:Sellora → HubSpotPush company records from Sellora AI to HubSpot CRM.HubSpot → SelloraPull company records from HubSpot CRM into Sellora AI.The same synchronization approach can be used with other supported connected CRMs, such as Salesforce.
After selecting the CRM and synchronization direction, Sellora AI displays the available company records.You can:
Search for a company by name or website.
Select individual companies using the checkboxes.
Use Select all to select all available records.
Review how many companies are currently selected.
Identify records available to Sync.
Identify records that are already Synced.
Records marked Synced have already been synchronized and do not need to be selected again.Select the required company records and proceed with the synchronization.
Tip: Check the CRM source and Synced with columns after synchronization to verify the CRM association and synchronization status of each company.
You can permanently remove a company from the Companies module when the company record is no longer required.To delete a company:
1.
Open the required company's profile.
2.
Select the Delete icon.
3.
The Delete Company confirmation window opens.
4.
Review the deletion warning.
5.
Enter the company name exactly as displayed to confirm the deletion.
6.
Select Delete company.
Deleting a company permanently:
Removes the company from your Sellora AI workspace.
Deletes all details and data associated with the company.
Deletes all People associated with the company.
Cannot be undone or recovered.
Important: Deleting a company also permanently deletes the People associated with that company and all related company information. Make sure the company, its People, and associated data are no longer required before confirming the deletion.
The People tab displays contacts associated with the selected company.The table can include:
Name
Job title
Email
Phone
Notes
ICP fit
Use this tab to quickly identify the contacts currently associated with the company.Select a person when you need to review their individual People profile.
The Docs tab displays documents associated with the selected company.Documents created for the company appear in this area.If no documents are currently associated with the company, Sellora AI displays No documents yet.
The Company research tab provides AI-generated research and sales intelligence for the selected company.Use this area to research the company before outreach, campaign planning, meetings, or other sales activities.
Select Basic research to perform the standard company research.Basic research uses ColdIQ and consumes 10 credits.Use this option when you need a quicker overview of the company and its available sales intelligence.
Select Premium research to perform deeper web research about the company.Premium research consumes 25 credits and is designed to provide more detailed company intelligence.
Important: Research consumes workspace credits. Check your available credits before starting research when required.
After starting research, Sellora AI begins collecting and synthesizing the available information.While Premium research is running, the Company research tab displays a Synthesizing insights... status.You do not need to remain on the page while the research is running. You can leave the page and return later to review the completed results.Once the research has finished, the generated company intelligence is displayed in the Company research tab.
The research summary provides key company information identified during the research process. Depending on the information available, this can include:
Industry
Employees
HQ
Founded
Stage
ICP Fit
Cloud
The information displayed depends on what Sellora AI is able to identify for the selected company.
The Buying signals section identifies signals that may be useful when evaluating or approaching the company.These signals can highlight information such as:
New company or market activity.
Product and technology developments.
Business positioning.
Supplier or government activity.
Operational characteristics.
Other potentially relevant sales signals.
Each buying signal includes supporting context explaining the identified development or observation.Use these signals to identify possible reasons or opportunities for engaging with the company.
The Hiring & growth section provides an overview of available hiring and growth-related information identified during the research.This can help you understand whether the company appears to be expanding or experiencing other changes that may influence its requirements.Use this information as additional context when evaluating the company's current activity and potential sales opportunities.
The Tech stack section displays technologies and technology-related information identified during company research.Depending on the company, Sellora AI may identify technologies, platforms, infrastructure, integrations, or technology practices associated with the organization.Use this information to better understand the company's existing technical environment before preparing sales messaging.
The News & triggers section displays relevant company developments identified during the research.Items can include a source and date when available.Use these triggers to identify developments that may provide useful context for outreach, campaign messaging, or sales conversations.
The Decision makers section identifies relevant people associated with the company when available.The person's name and role can be displayed in this section.Use this information to understand which existing contacts may be relevant when approaching the company.
After research has been completed, Sellora AI can provide a Recommended Angle · AI section.The recommended angle combines the available company research into suggested sales context for approaching the account.It can consider information such as:
Company characteristics.
Buying signals.
Company size and stage.
Products and technology.
Potential operational needs.
Known contacts or decision makers.
Potential positioning for outreach.
Use the recommended angle as guidance when preparing sales messaging, campaigns, meetings, or direct outreach.
Tip: Review the supporting research alongside the recommended angle before using it in customer communication. This helps ensure the suggested approach is appropriate for the company.
Companies can be used when defining a campaign audience.When creating a campaign and selecting Target by → Companies, the company table is displayed.You can:
1.
Search for a company.
2.
Select one or more company rows.
3.
Choose the applicable positions to target within those companies.
If your organization uses a CRM such as HubSpot or Salesforce, it can be connected from Administration → Connected Tools when the integration is available.After data is synchronized, relevant lead information can be added to Companies and People.
