Reviews
Prospecting software selection checklist: nine checks from data provenance to references
A nine-check prospecting software selection checklist for England: data provenance, third-party consent, TPS and MPS screening, scoring and references.
Topic
compliance
Reviews
3 questions Bristol buyers ask before choosing prospecting software
Bristol buyers weigh prospecting tools on data provenance, CRM integration and ICO compliance. Here are the three questions vendors must answer.
Rules and ethics
How to write a prospecting software disclosure policy that holds up
A step-by-step method for writing a prospecting software disclosure policy in England, covering lawful bases, lead sharing, vendor terms and approval routes.
Operations
Running prospecting software operations: workflow, data quality and compliance
A practical guide to running prospecting software operations, covering workflow design, data quality, team roles, compliance, measurement and launch review.
Operations
Prospecting software quality checklist: nine pass/fail tests
A prospecting software quality checklist of nine pass/fail tests: company numbers, fields, consent, freshness, crawling, VAT, invoices, segments and ownership.