The Scenario
You are an account executive who just took on a new territory. Your previous book of business is gone. You need a fresh contact list — VP and above, US SaaS companies, 50 to 500 employees, Series B or C funding — ready to import into Salesloft before your ramp review in three weeks.
Your first instinct is to build this in a data provider's interface. Your second instinct, after spending 45 minutes on it, is to find a faster path.
The bad version:
- Open Crustdata's screener, configure filters for title, geography, company size, and funding stage, and export the results
- Discover the export includes 800 contacts but the LinkedIn URLs column has gaps on about 30 percent of rows
- Manually hunt down missing LinkedIn URLs for the contacts you care most about, which takes another hour and still leaves gaps
You end up with a list that is 70 percent ready and 30 percent work-in-progress. That is not a clean import.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It calls Crustdata's decision-maker screener with the filters you specify and writes the results directly into your workbook in the import-ready structure you need.
Pull 200 decision-maker contacts from Crustdata filtered to Director-level and above in the FinTech industry and paste them into my Excel sheet with one contact per row — include name, title, company, and LinkedIn URL, and flag any rows where LinkedIn URL is missing
What You Get
- Column A: full name
- Column B: current job title
- Column C: company name
- Column D: LinkedIn profile URL
- Column E: a flag on any row where Crustdata did not include a LinkedIn URL — so you know which contacts need manual verification before import
- Total result count at the bottom of the worksheet
What If the Data Is Not Quite Ready
You need to exclude companies already in your CRM
Before writing results, check column F (which contains existing CRM company names) and exclude any Crustdata results where the company name matches an entry in that column — then write the remaining contacts into columns A through D
The title filter is returning irrelevant VP titles
Use Crustdata to find VP-and-above contacts at US SaaS companies with 50 to 500 employees and Series B or later funding, but filter the results to titles containing Sales, Revenue, Marketing, Operations, or Technology — write name, title, company, and LinkedIn URL into columns A through D
You need contacts split by company size into two worksheets
Use Crustdata's decision-maker screener to find VP-and-above contacts at US SaaS companies with Series B or later funding. Write contacts at companies with 50 to 200 employees into a worksheet called SMB Contacts and contacts at companies with 201 to 500 employees into a worksheet called Mid-Market Contacts.
One prompt to build the list, enrich each contact, and assign a sequence
Use Crustdata to pull 200 VP-and-above contacts at US SaaS companies with 50 to 500 employees and Series B or later funding. For each contact, also fetch their company's current headcount and last funding date. Write everything into columns A through F, then add a sequence assignment in column G: C-suite contacts get "Executive Sequence" and VP contacts get "VP Sequence".
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull a decision-maker contact list from Crustdata using your ICP filters. Once the list is in the workbook, you can ask it to score contacts, exclude existing CRM accounts, or split by tier for different sequence tracks.