1. Identify customers or prospects
Prompt
"Show me all active opportunities in my pipeline sorted by deal size and closing probability."
What comes back
| # | Company | D‑U‑N‑S | Deal size | Close probability | Stage | Priority |
|---|---|---|---|---|---|---|
| 1 | Meridian Precision Components, Inc. | ••••••035 | $2,500,000 | 75% | Proposal | High |
2. Create summary
Prompt
"Generate a company summary for D‑U‑N‑S ••••••035."
DataToolSalesAndMarketingToolCompany InformationGlobal FinancialsCompany FinancialsSales & Marketing Insights
What comes back
Go deeper: Revenue data, financial overview, and deal-sizing context are available with enterprise access.
3. Identify contact person(s)
Prompt
"List procurement and sourcing contacts for D‑U‑N‑S ••••••035, prioritizing those with similar roles to my existing contact Sarah Chen."
ContactToolPrincipals & Contacts
What comes back
| Contact | Role | Relevance |
|---|---|---|
| Sarah Chen | CEO | Existing relationship — executive sponsor |
| [Name] | VP Sales | Primary outreach target — commercial decision-maker |
| [Name] | CFO | Budget authority — procurement and finance decisions |
| [Name] | VP Engineering | Technical influence — product-fit validation |
| [Name] | COO | Operations — implementation stakeholder |
4. Prepare questions or content
Prompt
"Draft 5 personalized outreach questions for D‑U‑N‑S ••••••035 based on their procurement challenges and growth trajectory."
DataToolSalesAndMarketingToolCompany InformationSales & Marketing Insights
What comes back
On managing increased demand from the Austin facility expansion while maintaining quality and lead times (facility expansion + lead-time pressure).
On inbound interest from aerospace OEMs following the new aerospace certification, and how those relationships are prioritized (certification + growth trajectory).
On strategies working to attract and retain machinists in Austin (skilled-labor shortage).
On how procurement decisions are coordinated across the 14-entity group — locally in Austin or via the regional HQ in Wilmington (corporate hierarchy + procurement influence).
On new sourcing or hedging approaches given raw-material cost volatility (raw-material cost volatility).
Above is an illustrative example using a synthetic company with representative D&B data elements.