How to Use RocketReach: A Step-by-Step Guide

LAST UPDATED
September 4, 2024
Jason Gong
apps
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TL;DR

Sign up, complete your profile, and customize settings on RocketReach.

By the way, we're Bardeen, we build a free AI Agent for doing repetitive tasks.

If you're using RocketReach, you might love Bardeen's sales prospecting automation. It automates lead research and list building, saving you time and effort.

Are you tired of spending countless hours searching for the right contacts to grow your business? RocketReach is the solution you've been looking for. With over 700 million professional profiles, RocketReach empowers you to find and connect with your ideal prospects in a matter of seconds.

In this comprehensive guide, we'll walk you through the step-by-step process of using RocketReach effectively. From setting up your account to leveraging advanced search filters and email verification, you'll learn how to maximize your outreach efforts and close more deals.

But that's not all – we'll also introduce you to the power of AI agents like Bardeen, which can automate repetitive tasks and streamline your workflow. Get ready to revolutionize the way you approach lead generation and take your business to new heights with RocketReach!

Setting Up Your RocketReach Account in 3 Simple Steps

Getting started with RocketReach is a breeze. Follow these three easy steps to set up your account and start finding valuable contacts.

1. Create your account

Visit RocketReach.co and click "Sign Up". Enter your email and choose a password, or sign up with your Google or LinkedIn account for quick integration.

2. Complete your profile

Add a profile picture, job title, company, and brief description. Link your social profiles to establish your professional identity. Learn how to automate outreach for more efficient contact management.

3. Customize your settings

Go to the "Settings" tab to manage email notifications, adjust privacy settings, and integrate with CRM systems like Salesforce or HubSpot to seamlessly import and export contacts.

With your RocketReach account set up, you're ready to start searching for contacts and companies using the platform's powerful filters and search capabilities. For more tips on building a prospect list, check out our detailed guides.

Searching for Contacts and Companies with RocketReach

RocketReach's powerful search functionality allows you to quickly find the right contacts and companies for your outreach efforts. Here's how to use RocketReach's advanced search filters to narrow down your results and save time:

1. Utilize Advanced Search Filters

Select whether you want to search for people or companies, then refine your search using filters like job title, location, industry, company size, and more. Combine filters to generate a targeted list of potential contacts that fit your specific criteria.

2. Leverage Boolean Search Operators

Use AND, OR, and NOT operators to create complex search queries. For example, search for contacts who are "marketing manager" OR "sales director" to expand your pool of relevant contacts.

3. Save and Organize Search Results

Click "Save Search" to create a dedicated folder for your search results, making it easy to access saved contacts later. Export search results as a CSV file for seamless integration with your CRM or other tools.

By using RocketReach to find contacts and companies, you can spend less time searching and more time connecting with valuable leads. The platform's intuitive interface and comprehensive database make it simple to start prospecting immediately.

Bardeen's sales prospecting tools automate repetitive tasks, saving you even more time. Let Bardeen handle data entry and list creation while you focus on building connections.

Connecting with Contacts: Email Verification and Phone Lookup

RocketReach provides powerful tools to help you connect effectively with the contacts you want to reach out to. Here's how you can use RocketReach's email verification and direct dial phone lookup features:

1. Verify Email Addresses

Ensure you have the correct email addresses for your contacts by using RocketReach's real-time email verification. Please input the email address and RocketReach will validate it against its extensive database, minimizing bounced emails and improving deliverability rates.

2. Find Direct Dial Phone Numbers

Bypass gatekeepers and reach the right person by using RocketReach's direct dial phone lookup. Simply search for the contact's name and company, and RocketReach will provide their direct dial phone number, when available. This is particularly valuable for having personal conversations or discussing sensitive matters.

3. Integrate with Your Outreach Tools

Incorporate verified contact information into your existing workflow by integrating RocketReach with popular outreach tools like email clients and CRM systems. Use RocketReach's Chrome extension to quickly lookup contact info while browsing LinkedIn profiles, saving verified emails and phone numbers directly to your RocketReach account or exporting them to your preferred outreach tool.

By leveraging RocketReach's email verification and direct dial phone lookup features, you can establish meaningful connections with your target contacts and increase your chances of successful outreach. RocketReach makes it easy to find accurate contact information and streamline your prospecting process.

Conclusions

In this step-by-step guide, you've learned how to effectively use RocketReach to expand your network and connect with valuable contacts. Let's recap the main points:

  • Setting up your RocketReach account is a simple 3-step process that involves creating an account, completing your profile information, and customizing your account settings.
  • RocketReach's advanced search filters and Boolean operators allow you to quickly find the right contacts and companies for your outreach efforts.
  • Leveraging RocketReach's email verification and direct dial phone lookup features ensures you have accurate contact information, increasing your chances of successful outreach.

By mastering these aspects of RocketReach, you'll be well-equipped to build meaningful professional relationships and grow your business. RocketReach is a powerful platform that can help you connect with decision-makers and influencers in your industry, so make the most of its features and capabilities. For more tools to improve your outreach, check out sales prospecting tools. Start using RocketReach today and take your networking to the next level!

Save time on repetitive tasks and focus on building relationships with Bardeen's sales prospecting automation. Automate lead research, list building, and more.

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