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Simple Methods to Identify Senior Decision Makers in a Company

Avatar of PabloPablo
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I already asked this once but can someone explain in a simple way how to extract 2-3 senior decisionmakers at a company in a simple way? Seems to be way more complicated than it should be

9 comments

  • Avatar of Pablo
    Pablo
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    any update on this Bo (.?

  • Avatar of Bo (.
    Bo (.
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    Hey Pablo!

    If you have a list with multiple contacts of the same company and you only want to extract 23, you can use this method to give a number to each values of the same companies, once that's done you can use the table filters to filter out the results over 23.

    Formula: {{Unique ID}}?({{Lookup Multiple Rows in Other Table}}?.records?.findIndex(r=> r['Unique ID']?.toString()==={{Unique ID}}?.toString())> -1?{{Lookup Multiple Rows in Other Table}}?.records?.findIndex(r=> r['Unique ID']?.toString()==={{Unique ID}}?.toString())+1:2):2

    Let me know if you need any help implementing this!

  • Avatar of Pablo
    Pablo
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    what if I want to select the top 3 senior decisionmakers only amongst those 23?

  • Avatar of Pablo
    Pablo
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    Like i want to select 3 people from each company with the most senior position

  • Avatar of Bo (.
    Bo (.
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    In that case, the best approach would be to score the rowsor enrich the data to get more details about each person’s seniority. Then, you can sort and select the top three decision-makers per company. If you share the table URL, I’d be happy to guide you through the setup! 😊

  • Avatar of Pablo
    Pablo
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    let me know if you can access it!

  • Avatar of Owen C.
    Owen C.
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    Hey Pablo, thanks for reaching out. Makes total sense and while the task is straightforward theres also a level of complexity because we're not sure by what criteria you're using to select three candidates. As in what does "top 3 senior decision makers" mean? by tenure? by age or experience? Regardless, if you're not too picky we could simply default to the first three that appear using a formula such as what's highlighted in this video. This formula indexes all of the people found and allows us to filter for the first three found. Another option would be enriching these people a bit further to address the question mentioned above. We could narrow this list down a bit more using specific enrichments like looking for keywords in their bio or headline, or previous experiences.

    Let me know your thoughts here, happy to help brainstorm. :)

  • Avatar of Pablo
    Pablo
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    Thanks Owen C.