Decision Makers Finder

Find Decision Makers helps you identify key decision-makers or relevant contacts within a specific customer account.

This feature allows you to discover new contacts or surface existing ones directly inside a customer profile—without leaving Alano.

How Find Decision Makers works

Find Decision Makers uses AI to search for contacts that match specific functional roles within a company.

You can search by category, such as:

• Finance

• Sales

• Marketing

• Operations

• Product

• Services

• Manufacturing

• Research

• Tech

• Executive

You can also optionally filter by country.

Step 1: Open a customer profile

1. Go to Customers

2. Select the customer profile you want to work with

Step 2: Navigate to Contacts

1. In the customer profile, locate the top navigation bar

2. Click Contacts

Step 3: Start finding decision makers

1. Click Find Decision Makers

2. Select a category that matches the type of decision maker you’re looking for
   (e.g. Marketing, Finance, Executive, etc.)

If no category is selected, Alano will search for executive-level contacts by default.

Step 4: (Optional) Add a country filter

If needed, enter a country to narrow down results
(e.g. Singapore, United States)

Then click Search.

Step 5: Review search results

After searching, results will be grouped into:

• New contacts – contacts not yet in your CRM

• Already in CRM – contacts that already exist in Alano

You can:

• View basic details

• Expand profiles to see more information

• Identify which contacts are new vs existing

Step 6: Add selected contacts

1. Select one or more contacts from the results

2. Click Add contacts

Selected contacts will be added directly to the customer’s contact list.

Summary

• Find key decision-makers inside a customer account

• Search by functional role and country

• Identify new vs existing contacts

• Add contacts directly into the customer profile

Related guide pages

Original Outline page: https://wiki.alano.ai/s/alano-user-guideline/doc/decision-makers-finder-ZgJW7ctWpY

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