Company and customs data automation

Connect company and customs data collection, qualification and outreach

Create automated tasks around product keywords, regions and target-account criteria. Collect company or customs data only, or connect collection with email and WhatsApp outreach. Recent tasks, history and detailed dashboards reveal email, phone, collection and outreach progress so teams can focus on qualified inquiries.

SeekClue global lead generation and marketing dashboard
2Company and customs sources
2Collection and outreach modes
360°Detailed task visibility
Core capabilities

What Automated Account Marketing helps your team do

A focused workflow for turning fragmented information into consistent customer-development actions.

Automated company and customs data collection

Configure collection by keyword, region and account criteria, using company data, customs data or both.

Flexible collection and outreach modes

Collect data for team review only, or connect email and WhatsApp outreach within the same task for different operating stages.

Granular outreach rules

Set outreach timing, mailbox filters and previous-send conditions to reduce duplicate or poorly matched contact attempts.

Visual tasks and outcomes

Review recent and historical tasks, company and customs volumes, email and phone counts, and collection and outreach status.

Feature guide

How Automated Account Marketing works in real prospecting

Each section maps to the corresponding data source, workflow and operational requirement for this module.

01

Configure company and customs data collection with control

Choose company data, customs data or both, then create an automated collection task with keywords, regions, sync labels and a task name. Collection-only mode does not launch outreach, giving teams time to verify emails, phone numbers, buyers and suppliers before qualification.

Company and customs data collection setup
Company and customs data collection setup
02

Connect collection and account outreach to reduce repetitive work

When collection and outreach should run together, enable email and WhatsApp marketing and configure time windows, mailbox-domain filters and previous-send rules. The workflow handles repeatable execution so sales teams can focus on qualified replies, account judgment and inquiry conversion.

Email and WhatsApp outreach rules
Email and WhatsApp outreach rules
03

Run multiple daily tasks by keyword, region and channel

The dashboard summarizes email, phone, collection and sent volumes across all channels, company data and customs data. Teams can create multiple collection or outreach tasks for different products and markets, then review execution through recent and historical task views.

Automated account marketing dashboard
Automated account marketing dashboard
04

Trace historical tasks and review collection details

Task details separate collection and outreach results and show company and customs email counts, phone counts, keywords, sync labels, status, buyer or supplier criteria and data date ranges. Clear history helps teams review list quality and refine the next task.

Historical collection and outreach details
Historical collection and outreach details
Workflow

A clear path from setup to measurable action

  1. 01

    Choose data sources

    Select company data, customs data or both sources.

  2. 02

    Set collection criteria

    Configure keywords, regions, sync labels and a task name.

  3. 03

    Choose whether to add outreach

    Collect for qualification only, or add email, WhatsApp and timing rules.

  4. 04

    Track tasks and results

    Review collection and outreach performance in recent, historical and detail views.

Use cases

Designed around real global-sales work

Start with one measurable scenario, then extend the workflow as your team builds confidence.

01

Continuous importer development

Continuously discover and engage active importers in priority categories.

02

Regional market campaigns

Set dedicated account criteria and outreach cadence for a target country.

03

Sales pipeline supply

Supply sales teams with qualified new accounts on a recurring basis.

FAQ

Questions before you start

Does a task require constant manual monitoring?

Routine collection and workflow steps can run by rule, while list quality, message content and exceptions still require periodic review.

Can customs and company data be used together?

Yes. Different sources can support discovery and enrichment before records are normalized, deduplicated and prioritized.

How are automation results measured?

Task views can track collected records, valid leads, outreach, responses and conversion stages.

Have another question? Visit the full FAQ for more answers.

SeekClue

Turn this module into a workflow that fits your team

Tell us your products, target markets and current process. We will help map the right data, channel and follow-up setup.

Talk to SeekClue