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Give Ari a list of accounts and the roles you sell to, and you get the people behind them, ranked, with phone numbers when you ask. Reaching several people per account means one “not my job” doesn’t end the account. You will end up with: a people table linked to your accounts, ranked, trimmed to a buying committee if you want, with phone numbers where found, and sent to the dialer as a contact list. Before you start: a company table on the canvas. Phone and email lookups cost 1 credit per person where a number or address is found, and always wait for your approval. Ari is available on Enterprise and Enterprise Plus seats, and on Admin seats.

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Steps

1

Name titles across levels

Give three to five titles across manager, director and VP, so each account has several ways in.What you get: a people table on the canvas, linked to the company table. Ari searches every account with the most precise search first. It then tries wider searches only on the accounts that are still short.
2

Let it rank, then pick the committee

People scores appear moments after the list lands. To keep the strongest few per account:Everyone stays on the list, with a Committee Rank column. Say “keep only the committee” to remove the rest, and confirm when Ari asks.
3

Bring account details onto each person

Account columns copy down onto people as “Account: Open Deals” and so on.
4

Add phone numbers

When it stops for you: Ari tells you the row count and shows an approval card. You only pay for rows where a number is found. Not everyone will have one. Landlines and low-quality numbers are dropped before they reach the list. Emails work the same way: ask for “work emails” or “personal emails”.
5

Send the list to the dialer

The list shows up in the dialer right away. Boss Mode can check the numbers from there.

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People you know vs new people

  • “Pull the contacts we’ve spoken with at these accounts” reads the contacts linked to those accounts in your CRM. Add “only the ones with logged activity” to keep it to real relationships.
  • “Find the VP of Sales at these accounts” finds new people from Salesfinity’s data network.
Ari sends each phrasing to the right place, so say which one you mean.

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How it works

People found from a company table stay linked to their account. That link is what lets Ari pick a committee per account, copy account columns onto people, and use the account’s strength in each person’s score. Exporting creates a normal Salesfinity contact list, the same kind a CSV upload makes. Everything in the dialer works on it.

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Prompts to try

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You’re done when

  • Each account you care about has two or more people on the list.
  • The committee is picked, and you know why the top person ranks first.
  • The list is in your dialer, with numbers where they were found.

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Next steps

Skip bad numbers with Boss Mode

Check the numbers before the first dial.

How contact lookups work

What is filtered out and what you pay for.