Overview
Lusha's prospecting platform is designed to simplify your sales process by providing accurate, up-to-date contact and company information. By leveraging Lusha’s tools, you can identify, connect, and engage with prospects efficiently. Below are the best practices for making the most of Lusha in your prospecting efforts.
How it works
Define Your Ideal Customer Profile (ICP)
Before starting your search, it’s essential to outline your Ideal Customer Profile (ICP). This ensures you focus on prospects that are most likely to convert. With Lusha:
Use filters like industry, company size, and job title to align your search with your ICP.
Create targeted lists based on geographic regions or specific verticals.
From a company search, press on "View Employees" to fasten your search and reach more ICPs.
💡 Pro Tip: Use Lusha’s company data to uncover additional insights about your ICP, like revenue size or technologies used.
2. Leverage Advanced Search Filters
Lusha’s search capabilities let you drill down into your prospecting efforts with precision.
Filter by Specific Roles: For example, find marketing managers in companies with 200–500 employees.
Boolean Search: Refine your results by applying Boolean operators, such as "AND" or "OR", which are available in some filters, or use the "include" or "exclude" specific criteria within your filters. (Available in specific filters such as Company keywords, Technology, Department, and Contact/Company HQ location)
Use Lusha's Flex search on the upper search bar for a faster and more accurate search. Unlike traditional searches requiring meticulous filter adjustments, you can enter queries such as “VP Marketing Boston Finance” directly. This AI integration allows for immediate, relevant results, which you can refine further using advanced filters.
Bulk Upload lists to certain filters to fasten your search. Available on: Company name, Company Keywords (Industry filter), Job titles & Technology Filters.
Learn to know the complete breakdown of Lusha's filters to enhance your search.
3. Build Lists with Lusha’s Prospecting
Lusha’s Prospecting tool is an essential feature that simplifies the process of identifying and organizing your leads. It enables you to create tailored lists of prospects from LinkedIn, company websites (Using Lusha everywhere), or directly from our Prospecting Platform quickly and efficiently. Here’s how to make the most of it:
Segment Your Lists: Categorize your prospects based on factors such as job title, location, or industry. This allows you to target specific groups with personalized outreach strategies.
Extract Verified Contact Information: Use Lusha’s Extension to gather verified emails, direct dials, and other contact details directly from LinkedIn profiles or company websites.
Use Company Lists: Build a list of targeted companies after conducting your search. Quickly access contacts from organizations that may have a strong interest in your product or service.
Export to CRM: Seamlessly export contacts from your lists to your CRM to ensure your sales team has access to enriched data. (Export contacts from a list is available in groups of 150 to Salesforce, 100 to Hubspot, and 25 to the rest of our CRMs).
💡 Pro Tip: Regularly revisit and update your saved lists to ensure you’re prioritizing the most relevant and high-potential prospects for your campaigns.
4. Validate and Enrich Contact Data
Lusha ensures you’re reaching out to the right people with accurate contact data.
Verify email addresses using our Email Verification and Confidence Indication. Sales reps may opt for either “A+” or “A” in identifying opportunities for effective outreach and driving efficiency for their efforts.
Enrich incomplete records on your CRM by exporting additional data points, like job titles or LinkedIn profiles. Make sure to enable the "override" option in your Field mapping to allow updating contact data. To learn more about Integrations, visit the Integration Collection in our Help Center.
💡 Pro Tip: Refresh your database using Lusha to maintain accuracy and avoid bounce rates.
5. Personalize Your Outreach using Engage
Personalization is key to standing out in a crowded inbox. Lusha’s Engage features make this easier by equipping you with tools and insights that enable effective, customized communication.
Direct Contact Insights: Access detailed information about job roles, locations, and responsibilities to craft messages that resonate with the recipient’s specific needs.
Company Context: Use Lusha’s insights to highlight relevant details like recent expansions, product launches, or hiring trends, ensuring your outreach is timely and relevant.
Templates for Efficiency: Save time by creating and using email templates directly within Lusha Engage, while tailoring key sections for a personal touch.
Performance Tracking: Monitor email open rates and engagement metrics in Lusha Engage to evaluate the effectiveness of your messages and refine your approach.
AI-Powered Assistance: Use Lusha’s AI-Email Assistant to craft hyper-personalized messages by analyzing key prospect data, recent activities, and company news.
💡 Pro Tip: Add contacts to sequences directly from Prospcting, Lusha's Extension, or Lists to save time and be more effective.
6. Integrate to CRMs
Lusha integrates seamlessly with popular CRMs and provides advanced API capabilities to enhance your workflow.
CRM Sync: Automatically sync prospects with Salesforce, HubSpot, or other tools to centralize your workflow and avoid manual data entry.
Export Contacts: Export verified contact information directly from the platform to your CRM, ensuring you always have the most up-to-date data.
API Integration: Use Lusha’s API for real-time data enrichment, enabling your proprietary tools or platforms to access accurate and updated contact information. (Available to Scale plans only)
Workflow Automation: Set up automated workflows within your CRM to instantly assign leads to team members or trigger follow-up actions based on new prospect data.
💡 Pro Tip: Keep your sales pipeline dynamic by ensuring your CRM data stays current through Lusha’s real-time updates, using our "Update shown contacts" feature.
7. Stay Compliant with Data Regulations
Lusha is GDPR and CCPA-compliant, ensuring your prospecting activities align with global data privacy standards.
Use Lusha’s pre-verified data to minimize the risk of non-compliance.
Always adhere to regional regulations by obtaining consent before reaching out.
💡 Pro Tip: Review Lusha’s Trust Center to get guidelines to ensure your outreach strategies align with best practices.
8. Track Your Credit Consumption
Efficient credit management is vital to maximizing the value you get from Lusha. Here’s how you can stay on top of your usage:
Monitor Usage: Use the Lusha dashboard to view your current credit balance in the left side of your screen and track how many credits you’ve consumed over a given period.
Optimize Credit Allocation: Limit credits wisely across team members based on their usage patterns and prospecting needs. (Available to certain plans)
Review Credit History: Access detailed logs of credit usage to understand consumption trends and plan for renewals effectively using Lusha's Analytics.
💡 Pro Tip: Regularly audit your credit usage to identify areas where efficiency can be improved, such as filtering criteria or prioritizing high-value prospects.