See which organizations are clients of specific service providers and open client lists for further analysis.In this help article...
Identifying client lists of competitors or partners is easy with Cause IQ. Cause IQ's vendor search allows you to:
To access the Vendor search, select "New vendor search," found within the spyglass icon on the top toolbar:
If you know the service provider you want to pull a client list for, simply type the company's name in the Name filter, located in the "Common" filters tab or in the "Name and location" section of the "All" filters tab.
Adding the desired vendor's name to the Name filter pulls all the vendors in Cause IQ that are associated with the given name. Here's a look at where you access the Name filter within the search filter sidebar of the Vendor search:
You can also search vendors using the "Search vendors in Cause IQ..." search bar at the top of the vendor search interface. This search bar identifies vendors by primary name and any other associated trade names. Here's a look at where you can access the "Search vendors in Cause IQ..." search bar:
Once you've searched for a competitor or partner you can open their identified clients in Cause IQ's organization search for additional analysis and filtering. To do so, click on the vendor's name, this takes you to their profile page.
To open all identified clients in the Cause IQ search interface, simply select "Open clients in search." Here's a look at where to open a vendor's identified clients in Cause IQ's organization search:
Cause IQ's vendor search also allows you to search vendors based on the type of services they provide (e.g., accounting, insurance, legal). This allows you to gain insights on all vendors operating in a specific field. You can access the Service types provided filter in the "Common" filters tab or within the "Services provided" section of the "All" filters tab. Here's a look at where to access the Service types provided filter.
You can easily compare vendors side by side using the "Table" view within the Vendor search. To access the "Table" view, select the "Table" tab from the vendor search interface.
The "Table" view has a couple of default fields (that can be changed) displayed, including, the vendor's name, service type they provide, number of identified clients and their clients' average revenue. You can add any of the available fields within the Vendor search as columns by selecting "Change columns" on the right of the screen. Here's a look at the "Table" view within the Vendor search:
You can export vendor details directly from the vendor search using Cause IQ's easy-to-use "Export" tool. Once you have identified the vendors you want to export information for, select the "Export" tab to access the "Export" tool.
The next step is to choose the columns you want to include in your export. You can export any of the available fields within the vendor search. To choose the fields you want to include as columns in your export, select "Change columns" on the right of the screen and search for the fields you want to include. You can also find the fields you want to add as columns by category; these sections mirror the ones in the "All" filters tab of the vendor search filter sidebar. Here's a look at a CSV file from a vendor export: