How TAMI's Chrome plugin helps to find companies and contacts from LinkedIn, social media or a companies website + syncs with your CRM.
TAMI's Chrome plugin is your lead gen companion, helping you to find all the company and contact info you need as and when you need it.
Our plugin can be installed from the Chrome Web Store here. Once installed, you will be required to log in with your TAMI account credentials. (Not if using SSO, in this case you should be auto logged in.)Once activated the TAMI side bar will appear to the right of your browser. Make sure you pin the extension, to the bar on top of your browser.
Basic Navigation:
When visiting a companies website, social media page(s) (Facebook, X, Instagram etc.) or LinkedIn handle, the company information will appear. Likewise, when viewing a contacts LinkedIn Profile, users will see specific contact details, like name, job title and phone number. Users can even connect with prospects via the plugin.
Users will see the company overview (When viewing a company) like below.
Users can navigate between the website info, eCommerce, payment & shipping data as well as website traffic metrics.
When viewing a contact in LinkedIn users can open the plugin to see their phone and email data. This can be copy and pasted. (Mobile numbers will consume a mobile credit.)
Users can switch between a contact & company view when viewing contacts in LinkedIn.
Connecting with Contacts:
Select the connect icon. You can use an AI generated message, input your own message or send no message at all. You will receive an error message in the event the request could not be made.
Connection Request History - Can be found in the settings as per below.
How to Add Records to a List:
Simply click the add lead to a list icon. You can add both contacts and companies to a list. List will be saved in the TAMI App and a hyperlink to the list will be provided.
Finding More Contacts:
In both the company and contact view, users can look up other contacts in the company.
In the company view, click the below button to find contacts.
In the contact view, click the below button to find similar contacts to the one you are viewing.
Add additional contacts to lists or your CRM + find phone numbers and emails.
Notes:
Can be created and saved on a company or contact in the plugin. They can be viewed by you and other users in your organisation like below.
CRM Functionality in the TAMI Plugin
For Salesforce/HubSpot users, users will be able to export directly to CRM. If the contact or company is a duplicate record, users can choose how they want the export to be handled.
You can export directly to CRM if the contact does not exist. This export will adhere to your account administrators settings. AKA create the record as a lead or contact/account.
If the company record already exists, you will see it highlighted on the plugin under the company name. If the contact exists as a lead or account/contact, this will be seen at the bottom of the plugin. If users do export the record to CRM, they will be provided with an option to append the data to the record that exists or create a duplicate.
If the record exists already in the CRM, it will be shown in the plugin like below.
View in Salesforce hyperlinks to the existing record in the CRM.
Settings:
Allows users to turn on dark mode
What if TAMI can't find or recognise the company or contact I am viewing?
In the event a contact or company record can not be identified by TAMI's plugin, it is most likely due to a company being missing from our database. The action of looking it up on TAMI will trigger a download of that company. The user will receive a notification once found and migrated via a notification in app and also an email from the system. This typically takes a few minutes. if your download takes longer, please reach out to your CS manager or contact support@tami.co.uk for assistance.
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