View categories and descriptions for organizations to determine if your inbound opportunities are the right fit for your companyIn this help article...
It's great to receive an inbound opportunity, but the journey of turning that lead into a customer or client requires a lot of time and effort. You want to be sure that you're spending your time on qualified opportunities. That's where Cause IQ can help. To help you fully understand what organizations do and how they're structured, Cause IQ mines a plethora of organizational data to categorize their types, activities, and issue areas, and makes this information readily available to view. Cause IQ customers:
Cause IQ uses multiple fields to help categorize organizations by their types, activities, and issue areas. You can view all these fields for a given organization in one place, their profile page. The following categories are available within an organization's profile:
Here's a look at the "General details" section at the bottom of an organization's profile page. This is where you can view the "NTEE codes" and "NAICS codes" that an organization is associated with, along with their "Parent/child status":
After Cause IQ customers receive an inbound opportunity, most of them go directly to the organization's profile and view these fields. These details help our customers decide if the opportunity is the right fit for their business, and ultimately, helps them decide if they're worth the effort required to turn them into a customer. To access an organization's profile page, first search for the given organization, and then click on the appropriate name from the "List" view.
Cause IQ has manually researched tens of thousands of organizations to help our customers better understand what they do and what they care about. From this research, Cause IQ's researchers create detailed descriptions for organizations, and our customers access these descriptions regularly to get more context for specific organizations.
You can access an organization's detailed description right from their profile page. Here's a look at the top of an organization's profile and where you access their detailed description:
One inbound opportunity is great, but many Cause IQ customers get multiple and want to view categories and descriptions for all of them at the same time. That's when Cause IQ customers create a list of their inbound opportunities and access the "Table" view. Here are the general steps:
From your Cause IQ Dashboard, go to the "Lists" section on the left and select "Manual" or "Uploaded from CSV" as appropriate. Select the name of the list that contains your inbound opportunities, and click "Open in search interface". Cause IQ opens the search interface with the list as the only filter.
Click on the "Table" tab from the search interface to access Cause IQ's "Table" view. Then, click "Change columns" on the right to add desired descriptive fields as column headers.
Many Cause IQ customers choose to export the details that they add to the "Table" view, so they can share their insights with colleagues. To do so, click "Export table" at the top-right of the screen. Here's a look at Cause IQ's "Table" view with descriptive details as column headers, and where you choose to export the information: