Transcript Profiler & ProfilerX

Profiler and ProfilerX
 Profiler is a tool that automates the capture of company and contact information
related to a single corporate, or “entity” website. Examples include:
• A company website – Albert’s Organics. (www.albertsorganics.com)
• A non-profit or association website – Turnaround Management Association.
(www.turnaround.org)
• An educational, or government website – University of Texas Medical Branch. (www.utmb.edu )
 The type of information derived from these sites can be any/all of the following:
• Contact and biographical information appearing on or peripheral to that entity’s website
• News articles, press releases
• Backlinks - web pages, online lists and directories that the entity (and like/competitor entities)
may appear on
• Mission/positioning statements, and user defined keywords that appear on the site
 It’s true. Profiler can’t do everything. It’s designed to work with information-rich,
publically accessible websites. Sites and information sources that Profiler was not
designed to access information from includes:
• Directory sites that are either password protected, “submit page” protected, or are driven by a
“behind the scenes” database
• “Brochure” or e-commerce, and non-corporate commercial sites (nike.com, itunes.com,
ford.com)
• Search, and news aggregation engines (“Google, gimme whatcha got!”)
• Newsgroups, and bulletin/chat board sites
The Search Plan Area.
“Plans” are folders where
entity websites that the
user intends to profile are
organized, and stored.
Menu Bar.
Action Bar.
Company View Grid.
The Menu Bar is a drop-down menu
of all settings, views and actions,
allowing for keyboard navigation of
Profiler.
A series of action icons used to
operate the core functions of
Profiler.
This is where a collection of companies
(entities) within a specified plan will be
displayed. This view can be customized
to some degree.
Profiler Results View.
Here is where you will
find the results of your
Profiler research. This is
an example of the
Contacts View. Like the
Company View Grid, this
can be customized to
some degree.
Profiler View Tabs.
Profiler has a number of
views that can be
displayed by selecting the
appropriate tab.
Filter, & Export Range.
Applicable only to the
Contacts View, these filter
what contacts appear in
the results view, and
which are eligible for
exporting, based on their
Contact Assuredness
Score.
Contact Assuredness
Score.
Every contact in Profiler is
scored based on the
revelancy, recency,
frequency, completeness
and location of where
their data is derived from.
This score, ranging from
0-1000, reflects how
confident we are that the
information is accurate.
Data Map.
Above represents all of
the sources from which
the selected person’s
contact information was
derived. (Contact’s
View.)
Daily Limit Meter.
Each copy of Profiler includes a daily limit. To
monitor the number of searches you have
available, refer to this meter.
“Bio” View.
“Bios can be anything from a selected contact’s
biographical information to a reference to them in
a news article, or press release. (Contact’s View.)
 Adjusting settings. Some commonly “adjusted” values:
• Processing – the search functions Profiler attempts on every URL you initiate. (Note: Can be
adjusted, but you will likely lose valuable data!)
• Limits – How deep (Max homepage search), and how wide (Max pages to extract) Profiler goes
into the URL you’re searching…and beyond
• Options – Case, and complete names rules, update pop-ups, and the external browser option
• Normalization – REALLY important in duplication identification, this setting is used to ensure
that everyone putting company information into the database using Profiler, does so in the
same format
•
Example - The Acme Widget Company Incorporated
•
How would you want it? _____________________________________
• Network – Proxy server settings, and how much bandwidth you’ll permit Profiler to use
• Proxy Server is likely something your IT department may need to assist you with
• Throttle Bandwidth – a maximum bandwith limit for Profiler (Note:“0” is wide open - don’t do
this if you share your network with others.)
• Plugins – (ProfilerX users – be sure to enable the Hoover’s plugin, to access your subscription.)
 Profiler needs at least one of two (three) pieces of critical data in order for you to
use it.
• an entity’s name, and/or
• an entity’s URL
• DUNS number (optional, applicable for ProfilerX)
 There’s a number of ways you can get this data into Profiler:
• Inputting the information manually
• Importing the information from an Excel spreadsheet (Import Wizard)
• Exporting directly from one of Broadlook’s other tools (Eclipse, Market Mapper, Contact
Capture) into Profiler
a. Quick Search – A rapid, on-demand (100 page max) skim of the
company’s website. The company and contact data will immediately be
placed in the orange “Quick Search” folder.
b. Full Search – Another on-demand option, this time using the maximum
page, and site depth settings you’ve configured Profiler. (For information
on Profiler Settings, check out the Broadlook’s beginner Profiler class.)
The company and contact information will be added to the folder you
have highlighted. (In the example above, #1 Sample Data)
c. Save – Use this button if you’d like to enter multiple companies into the
folder, and run it in batch via the “Run Plan” button above.
1.
Click the “New Search” button to initiate your
manual search.
2.
This will prompt the “New Search” window to pop
up. Enter the company name and/or the URL of
the company you wish to research.
2.5
OPTIONAL: If you don’t have the company’s
URL, click on the URL look-up button, to the right
of the Company name field, this will prompt
Profiler to do a search on the name across a
number of search engines, and provide you with
suggested URLS.
3.
After entering the data into the New Search
window, you now have three (3) options for
conducting this manual search.
Once you have contact
data in the results grid,
you can:
• filter it
• sort it (by columns)
• fill in empty email with
suggestions based existing
email configurations
• fill in contact phone
numbers with the
company’s main number
Contact Icon Legend – quick view graphics to help you understand the data derived.
− New contact. This is the first time you’ve found this person, in this plan.
− Historical, or incomplete contact. You’ve had this contact in this company and plan before.
− “Bio” or additional information. Be sure to check out the “Bio” view in the lower right corner of Profiler for additional
information.
− Hoovers. Some or all of this contact’s information was derived from Hoovers.
− “Edgar” indicator. Some or all of this contact’s information was derived from regularly screened SEC filings.
− Social Network Data. Profiler submits queries to search engines for social network data. (Check the Data map for specific
references to these social networks, and profile pages.)
− Key Contact. This contact was found on what appears to be a management or executive page.
− Board/Investor Relations. Contact was found on a page referencing BOD, IR, or shareholders.
 Once you have contacts in Profiler, you can move them directly to your database
(ATS, CRM, or Outlook Address), or to a document (Excel, vCard, text, csv) through a
“Quick Export” or through the “Export Wizard”
• Export a single company’s contacts, or a group of companies in a plan (all or selected)
• Export via title, export range, and filter criteria (“must haves” “bio” “new contacts”)
 You can also move contacts into Profiler’s Hotlist – an intermediate “roll-up” list
• Validate the information
• Append / correct data
• Export to a database or document
 Profile Tab. In this tab, you’ll find some basic statistics on Geography, and Demography
in the right column, and the following sub-tabs.
◦ Backlinks. These are external web pages that the target URL appears on. These could contain
lists and directories of competitors, or complementary companies.
◦ Whois record. The Whois registration is a database of registrations for every domain. To learn
more about Whois, visit ICANN.org.
◦ HTTP Errors / URLS Tabs. The targeted website is essentially “mapped” in the URL view. In the
HTTP Errors view, you’ll find a list of broken links.
 Events Tab. In this tab, you can build specialty searches for keywords, and key phrases
that you’d like Profiler to search for within the site. Should it find these phrases of
interest, it will provide you with a link back to the page.
 Locations Tab. This is a view of all addresses identified on the site. Should a contact be
referenced with a location, their name will also be listed.
 About Tab. This is a study of positioning, and descriptive language used by the
company/entity.
 ProfilerX is an optional paid add-on for Profiler, and upgrades the application to include
the Hoovers database in its sources.
 It also allows the user to be able to build a list of companies from the Hoovers
database, based on reported criteria (location, employees, revenue), and allow Profiler
to access web, and database content.
1. On the menu bar, please click on the Tools dropdown,
and click on the Settings option.
2. Next, select the Plugins tab in the pop-up window, and
check off on the Hoovers Enabled check box.
3. Click the Done button, to enable access to the Hoovers
directory.
You may need to customize your Profiler Company Grid, to display a company’s Data
Universal Number System (DUNS) ID. This is the ID that Hoovers uses for indexing /
searching information.
1. In the Company grid of Profiler, click on the small Column
Modify button, on the far left of the grid header.
2. In the pop-up window, locate the DUNS value, and click
on the checkbox next to it. To move the DUNS column to
a preferred order in the company grid, merely left click on
it’s column header, and drag it to the desired location.
(You can add, remove, and arrange any of the values in
the grid, or grid options to your preference in this same
manner.)
You are now ready to run a test profile, to make sure
everything is set up, and working properly.
1.
Start by doing a Quick Search on either this
example, or on a company that you are
certain is in the Hoovers directory.
2.
Once Profiler has finished processing the
site, look for these indicators:
•
A DUNS number populated in the company
grid. (The DUNS number will be populated
by Profiler in most cases. If this is not the
case, you’ll need to do a DUNS look up. See next page)
•
Contacts with an “H” next to their names.
(This indicates that part of their contact
information was derived from Hoovers.
•
When a contact with an “H” is highlighted,
look for the Hoovers Link, and the “Powered
By Hoovers” logo.
Once your search has
completed, be sure to click on
the Hoovers tab for the editorial
content that Hoovers provides.
•
•
•
General Company, and
Industry Classification Data
Reported Key, Market, and
Financial Data
Other Data Views
•
Competitor Tab
•
TIP – the “Create Plan”
button will export
companies identified as
competitors into a unique
plan for further research.
•
Description
•
Industries
•
Locations
•
Urls
•
Execs
Start by selecting the Hoovers
Option from the Tools Menu.
This will prompt the Hoovers
selection window.
Your initial view will be the
“Quick Search” Tab. From here,
you can do basic searches by
keywords, city and/or US state,
Hoovers Industry Sectors, and
some quantitative reported
data.
(Use the Company Location,
Key Data, Industry and
Specialty Tabs for more
specificity.)
Once you’ve made your
selections, click on the “Search”
Button to send the query to
Hoovers database, for
companies that fit your criteria.
You’ll find your results in this
grid. If you would like to review
a specific record, highlight it
and click Company Details.
(This is essentially the same
view as the Hoovers Tab in
Profiler)
Otherwise, choose records, click
Export to Profiler, and follow all
prompts to move these
company records into a Profiler
Plan.
Once the Download of the
companies from Hoovers into a
Profiler Plan is completed, “X”
out of the Hoovers screen, and
start running your new plan.