Before you start
- Each contact needs a LinkedIn profile URL. Salesfinity uses it to find the right person. Contacts without one are left out.
- You need 1 SmartEnrich credit per contact. Each seat that includes SmartEnrich gets 200 a month. See credits.
- One run at a time. Wait for your current run to finish, or cancel it, before you start the next one.
Find numbers from your dialer list
1
Select contacts
Open a contact list in the Dialer and tick the contacts you want numbers for. Contacts that
already have a mobile number, or have no LinkedIn URL, are not counted.
2
Click SmartEnrich
The SmartEnrich Contacts dialog opens. It shows your Available Credits and the cost, at
1 credit per contact. If you selected more contacts than you have credits for, it enriches as
many as your credits cover and tells you so.
3
Click Enrich Contacts
The run starts in the background. A banner on the list shows how many contacts are enriched so
far, and you get a notification when it’s done. Click Cancel on the banner to stop early.
Contacts that were already done keep their numbers.
What happens during a run
1
People found before come back right away
If Salesfinity already found a person, their number is added straight away. It costs 1 credit
like any other find.
2
Everyone else is looked up
Each contact is looked up on its own, so one slow lookup never holds up the rest of the list.
3
Weak numbers are dropped
Landlines are thrown out. So are numbers with the lowest chance of being answered, graded
P3 by the same scoring as Boss Mode. If no number is left, the contact
is marked as not found and you are not charged.
4
The number is added to the contact
The first number that passes is added as a new mobile number, marked as enriched. Numbers the
contact already had are never replaced, so nothing you imported is lost.
5
The run finishes
You’re charged only for the contacts where a number was found. The banner shows how many
contacts were enriched and when, with an Enrich again button for next time.
Use it with Boss Mode
Boss Mode grades each mobile number by how likely it is to be answered, from P1 (most likely) to P3 (least likely). The two features work together:- With Boss Mode on, a P3 number counts as missing. Contacts whose only mobile number is graded P3 are included when you click SmartEnrich, so you can look for a better one.
- After a large run, run a Boss Mode cleanup. New numbers are screened when they’re found, but a cleanup grades them alongside the rest of the list, so the dialer calls the best number first.
Ask Ari to find numbers
Ari can find mobile numbers and emails for a list it built for you, or for one person. Ari is available on Enterprise and Enterprise Plus seats, and on Admin seats. Here is what happens next:- Ari tells you the count. It says how many people it will look up.
- You approve the card. Ari shows an approval card with the number of contacts. Nothing is looked up, and no credits are spent, until you click Approve.
- Numbers fill in live. The list updates row by row as each lookup finishes. For one person, Ari answers in the chat.
- You pay for what’s found. Each number found costs 1 team enrichment credit. Misses are free.
After enrichment
- Dial it. The new number is part of the contact’s dialing set right away.
- Send it to your CRM. For contacts imported from a CRM, the new number can be written back to the record, so your next import already has it. See how data moves between systems.
- Grade it. Run a Boss Mode cleanup after a big run so the dialer tries the best number first.
Troubleshooting
It says another enrichment request is in process
It says another enrichment request is in process
You can run one enrichment at a time. Wait for the banner to show the run is done, or click
Cancel on it, then try again.
It says contacts should include their LinkedIn URL
It says contacts should include their LinkedIn URL
None of the contacts you selected has a LinkedIn profile URL. Add the URL to the contacts, or
to the column you import from, and try again.
Some contacts didn't get a number
Some contacts didn't get a number
Some people have no mobile number Salesfinity can find, or only a landline or a low-graded
number, which is dropped. Those contacts cost nothing. Try reaching them by email instead.
For developers
Start a phone enrichment runs the same lookup for one LinkedIn URL. You poll for the result, or Salesfinity calls your webhook. It uses team enrichment credits. The API returns every number Salesfinity holds for the person, each with its grade, so skip landlines andP3 numbers yourself.
Next steps
Find work and personal emails
Add an email address so you can follow up after the call.
Skip numbers that won't answer
Grade every mobile number on a list before you dial.
Find contacts at target accounts
Have Ari build a list of the right people, then add their numbers.
Track your credits
See your balances and how to get more.