Project

Projects help you group accounts, personas, and searches, so that you can build and track your custom research for different verticals, deal stages, and time.
Here we have 1 project called "Demo 2"

What is a Project?

When you first log into QuantCopy, you are presented with the Projects screen. You can see your user email next to the projects that you own. Click on a Project to see Insights, Accounts, Personas, and Searches.

In enterprise sales, so many conversations happen at once, and you are going from pitching a late-stage opportunity, to thinking about propsecting pipeline for the next quarter. Every conversation has different people, initiatives, and context that you need to find out. Projects help you organize that chaos.

You can use a project to group accounts, personas, and searches, so that you can have different searches depending on the vertical and deal stage. For example, if you sell software to developers, you create

  • UK SaaS nurture: a new target market who hasn't bought from you and you need conversations in addition to leads. Personas are high level, like "technology" or "engineer". Searches cover broad initiatives like "digital transformation"

  • UK SaaS outbounding: you know this target market well. They know you. This market is where the majority of your pipeline comes from. Personas are targeted, like "Cloud COE" or "DevSecOps". Searches cover specific initiatives like "lift and shift".

  • DeveloperCon 2020 List: this is a list from a marketing event. You don't know the accounts in there, but you know why they went to DeveloperCon 2020.

Insights, Accounts, Personas, and Searches

Projects help you group accounts, personas, and searches, so that you can have different searches depending on the vertical and deal stage. When you click into a Project, there is a tab bar on the top center of your screen.

Insights shows relevant search results for this project. Your search results are summarized and laid out according to the Groups of your search terms.

Accounts shows a list of accounts in this project.

Personas enable you to query people related to Accounts by team, role, and name.

Seaches and Groups enable you to find hooks for your approach to each Account, and plan your next steps accordingly.