9 February 2021, by

Just as a carpenter needs a saw in the toolbox to be taken seriously, anyone researching UK companies needs a tool like USP Data. Access to the latest information in an intuitive format is a pre-requisite if progress from research to analysis is to be swift. The definitive analysis of the list of suitable companies from multiple lists sourced and combined during your research is the goal. Targeting companies with particular profiles in specific sectors and or geographic areas is the “meat and veg” problem address by USP Data. The product was designed to quickly focus in on shortlists for deal origination. Alternatively such a shortlist could be used to quickly identify other similar firms by sector or financial profile which might enhance your customer base.

The video below illustrates the process of turning your research into useful analysis. You can save, export or refine this analysis using USP Data.

Research will typically start with a small number of named companies known to be of particular interest. These companies are operating in the market or sector of particular interest and the initial task is to find other firms that are the same. Internet research such as examination of the associated websites will result in some focused keywords. Using these keywords in Google will expand the initial listing and should result in the names of the obvious companies offering similar services.

Having established a spreadsheet with this researched list as a starting point the next step is importing the list to USP Data. The auto lookup functionality can quickly establish the associated company numbers if they are not already known and this list will provide a suitable project list as a starting point once saved into the integrated CRM. The records can be managed and refined further at a later date – the best way to think of the CRM projects are like a scratch pad listing. This listing can be enhanced or used to generate contact listings or customised searches and reports including all the associated financials.

Now USP Data with the latest figures on some 4.8M firms comes into its own since it is easy to identify and combine existing researched industry sector listings or SIC code listings, your own previously saved customised listings and of course any project list that you have.  Further, the pool of companies which are being considered can be expanded using keyword searches or refined by building suppression lists ensuring that the net is cast as widely as you deed fit to identify firms of likely interest.  Note also that specific firms of particular interest can be nominated at any stage so that you can always include them.   Think of this an inclusion list (ie as a mirror of the suppression list mentioned above) whatever the screening process applied the firms on your inclusion list will appear in your analysis.

So far you have a customised search listing of firms. You can can easily apply combinations of financial and geographic criteria to define the shortlist suitable for your needs. Screen criteria employed can include the age of the directors, the miles from a particular postcode the region or county and any combination of the 42 different financial criteria. The shortlist that results can be saved as a custom search thus generating a PDF report with rankings and averages and the associated spreadsheet data. A contact list can be exported with the director/shareholder of your choice. Best of all – the process is quick and intuitive and the analysis report created can be printed or viewed within minutes. Additionally this custom search will be kept current each week so that new financial or ownership data is incorporated into the analysis as it emerges.

Conclusion

The power of the USP Data application is the ability to combine research on UK limited companies from multiple sources into useful analysis in speedy intuitive ways.

Contact us now to find out how USP Data can help turn your research into useful analysis

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