If you’re swimming in B2B sales data but still making gut calls, you’re not alone. Most “insight” tools promise big things, but actually getting useful, actionable data out of them can feel like pulling teeth. This guide is for anyone who’s trying to make sense of their accounts, wants to actually use what they’ve paid for, and doesn’t have hours to waste clicking buttons. We’ll walk through exporting detailed account insights from Aomni, what you can actually do with the data, and—just as important—what to ignore.
Why Export Account Insights from Aomni?
Let’s be honest: dashboards are nice, but you can’t run a pivot table on a chart. Real data-driven decisions need raw data. Exporting account insights lets you:
- Slice and dice the data your way (not just how Aomni thinks you want it)
- Share info with folks who won’t log into another tool
- Combine Aomni data with your CRM or other sources for a fuller picture
- Actually see what’s going on, not just rely on canned metrics
If you’ve ever stared at a summary and thought, “I wish I could just see the details,” this is for you.
Step 1: Understand What You’re Exporting (And Why)
Not all “account insights” are created equal. Before you hit Export, know what you’re after. Typical exports from Aomni might include:
- Firmographic details: Company size, industry, revenue
- Engagement signals: Email opens, meetings, tracked conversations
- Deal history: Stages, close dates, win/loss notes
- Custom fields: Tags, owner, region, strategic notes
Pro tip: Don’t export everything “just in case.” Start with what you’ll actually use. More columns = more noise. If you don’t use it now, you won’t magically start later.
Step 2: Find and Filter the Right Data in Aomni
Here’s where most people get tripped up. Aomni offers a lot of filters and views, but they’re only helpful if you know what you want.
- Use filters: Narrow by account owner, status, recent activity, or any custom fields you care about.
- Set a useful date range: Last quarter, last 12 months, or whatever matches your reporting cycle.
- Preview your view: Make sure you’re seeing the accounts and fields you want. Don’t trust the default view—double-check columns.
What to ignore: Don’t get sucked into the “add more filters” trap. Keep it simple. If you’re not sure a filter matters, leave it out for now.
Step 3: Exporting Data—The Nitty-Gritty
Aomni gives you a few ways to get your data out. Here’s how to do it, step by step:
- Navigate to the Accounts or Insights section: This is where you’ll find the main list of accounts and all their associated data.
- Apply your saved filters/view: Use what you set up in the last step.
- Look for the Export button: Usually at the top-right or hidden under a “...” menu. It’ll say “Export” or “Download.”
- Choose your format: Most folks want CSV or Excel. Avoid PDF—pretty, but useless for real analysis.
- Select columns (if prompted): Some versions let you pick which fields to include. Less is more, but double-check you’ve got what you need.
- Download the file: Wait for the download to finish, and don’t panic if it takes a minute for big exports.
Pro tip: If you’re exporting sensitive info, check who else has access to the file once it’s on your machine or shared drive. Data leaks happen in boring ways.
Step 4: Making Sense of the Exported Data
Now you’ve got a spreadsheet (or, let’s be real, 18 tabs open and a CSV file somewhere in Downloads). Time to do something useful.
- Open in Excel, Google Sheets, or your favorite tool.
- Check for weirdness: Look for empty columns, duplicate rows, or fields with gibberish. Data exports are rarely perfect.
- Sort and filter: Start simple—sort by deal size, filter by last activity, group by owner.
- Flag what matters: Make a note of high-value accounts, stuck deals, or patterns you didn’t see in the dashboard.
What works: Simple pivot tables to count deals by stage, highlight accounts with no recent activity, or rank by engagement.
What doesn’t: Overcomplicating things with fancy formulas or “AI” analysis right away. If you can’t explain your insight in a sentence, keep digging.
Step 5: Combining Aomni Data with Other Sources
Here’s where things get powerful—or messy, if you’re not careful.
- Match on account name or unique ID: If you want to combine Aomni exports with CRM data, make sure you have a common field (ideally a unique ID, not just the company name—typos happen).
- Use VLOOKUP or JOIN tools: Basic spreadsheet skills go a long way here. Don’t be afraid to ask for help if Excel isn’t your thing.
- Spot gaps: If accounts are missing info, decide if it’s worth chasing down, or just move on.
Real talk: Integrations sound great, but manual exports and merges are still how most teams get things done. It’s not glamorous, but it works.
Pro Tips and Honest Warnings
- Don’t expect magic: Exporting data won’t make you a “data-driven” team overnight. It just gives you better raw material.
- Automate (if you must): If you’re doing this weekly, look into scheduled exports or API integrations. But only if the manual way is truly eating your time.
- Watch your data hygiene: Old, outdated, or duplicate info can ruin your insights. Clean as you go, not just once a year.
- Avoid “analysis paralysis”: More data isn’t always better. Focus on what helps you make a decision or take action.
What to Ignore (Seriously)
- Exporting every field “just in case.” You’ll never look at 90% of them.
- Glossy analytics features you won’t use. If you’re only comfortable in Excel, don’t force yourself onto a new platform just because it’s there.
- “AI-powered insights” that sound impressive but don’t tell you anything new. Trust your gut and your team’s experience.
Wrapping Up: Keep It Simple, Iterate Fast
Exporting account insights from Aomni isn’t rocket science, but it’s easy to overthink. Start with a clear question, export just what you need, and do your analysis in a tool you trust. If you find you’re repeating the same export every month, then it might be time to automate or look for integrations. Until then, keep it simple. Use what you learn, tweak your process, and don’t let perfect be the enemy of done.