I have a list of approximately 4,000 companies and I've been asked to determine how many contacts we have at these companies in our database. What is the easiest way to do this? I don't think building a smart list by manually entering 4,000 individual company names is realistic. Can I import just company name and then somehow use that imported list to identify all contacts at those companies?
You can create a smart list - it's not that much work. Add the filter "Company name is = ", click on the + button and paste the entire list of companies. You don't have to do it one by one!
Thanks for the replies, here's an example of a company name I'd want to find:
American Hardware & Lumber Association, The
This is how the company name is formatted on the list, so in this case would I search for "includes" or "equals"?
This is a little more complicated, but we can use a workaround. If you can fix the names in Excel/Google Sheets, it would be easier. Try copying/pasting the list, then click on "Split text to columns" using the comma as a separator. You'll get the main name in a column and the "the" in another.
Just use the main name column on Marketo, using the filter "Company name contains _____".
By the way: I always prefer using "contains" instead of "is", it's more errorproof when picking items from a long list.
I don't think building a smart list by manually entering 4,000 individual company names is realistic.
Why not exactly? It’s just copy and paste into one textarea.
Me being me, I'd probably export the leads loading them into a DB, load the company list into the same DB and write a few lines of SQL
Cheers
Jo