BWise Academy:
Start Prospecting with BWise

BWise is the local prospecting tool you’ve been waiting for.

Successful companies and sales reps in Atlanta, Charlotte, and Dallas-Fort Worth use BWise to find and connect with more of their best prospects.

Sounds Great. How Does it Work?

How does BWise work, and how can you use it to become a local prospecting machine?

It starts with our contacts.

BWise is full of trustworthy, locally researched contact information (updated daily by our research team) for decision-makers at thousands of companies in Atlanta, Charlotte, and Dallas-Fort Worth.

And while those local contacts are the engine under the BWise hood, that’s just the start.

With BWise, you can connect with the prospects you know and find your hidden prospects—the ones who you don’t know and who don’t know you.

You’ll learn how in BWise Academy, our email starter course for new BWise users. In this first lesson, we’ll show you three quick-start tips to help you connect with good prospects right out of the gates.

But first, remember to register for BWise Essential Skills Training if you haven’t done so already: 

You’ll learn a lot here in BWise Academy, but there’s no substitute for our in-person, hands-on introduction to the basics of BWise.

(Our most successful clients all tell us that the lessons they learned in Essential Skills Training were their launchpad to more appointments and stronger sales. You already have the tool, so why not join them?)

Okay, ready to see how you can use BWise to connect with good local prospects? Check out these 3 quick-start tips:

Quick Search: Find Your Prospects

Think about a few prospect firms that are high on your list, and run a Quick Search to view their profiles:

Quick Search is the easiest way to use BWise to find prospects. Enter a firm or contact name, and you can find information about their company, including how you can connect with them immediately.

Direct Email: Connect with a Decision-Maker

From your prospect’s BWise profile, click the email icon next to your contact’s name to launch an email via Outlook:

Direct Email shows how you can use BWise to easily reach decision-makers at your contact firms. In just a few clicks, your email can be in your prospect’s inbox, ready to make a connection.

Find Like: Clone Your Clients

Finally, type the name of one of your current clients in the Quick Search box. From your client’s profile, click “Find Like” to see other firms that share their key characteristics:

Now you’re getting somewhere. Find Like shows the real power of BWise, and how you can use the tool to find and connect with your hidden prospects—the ones you don’t know and who don’t know you.

You’ll learn more about how you can use BWise to find all your best prospects in the next lesson of BWise Academy.

In the meantime, use what you’ve learned today—and keep exploring the tool. If you have questions or need a hand, just send an email to—we’re always here to help.