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Compay and Financial Profiles

Information within your business processes comes in many forms: technical data regarding products and services, competitive research, customer account information and more. But there's also a crucial need for external company content—information to target prospects, analyze financial health, generate executive contacts, monitor significant developments, map out and penetrate corporate structures, and understand key business issues.

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Company profiling is a customized solution, embedded in your most used business applications. Our Professional Services team begins by evaluating your needs and infrastructure. Working closely with your organization, we determine the appropriate content set—executive contacts, financial statements, company descriptions, corporate family hierarchies, marketplace data, company events, and more—and then develop an interface that delivers exactly the profile information you need. Our services team creates and embeds custom company profiles information directly into your existing portal, CRM system, SFA soft- ware or any other frequently used business applications.

Sales Benefits

  • Prepare for client engagements more effectively
  • Gain credibility quicker through company and industry insights and understanding
  • Uncover connections for meetings through executive biographical information
  • Discover cross-selling and up-selling opportunities throughout a corporate family

Market Benefits

  • Screen prospects based on firmographic, geographic and other criteria
  • Analyze individual markets to prioritize marketing campaigns
  • Leverage recent industry knowledge to craft meaningful, current messages
  • Generate 'best customer' profiles and clone successes

Finance

  • Create and update financial snapshots more efficiently
  • Understand customer's hierarchy to resolve billing problems
  • Uncover potential risk from changes in corporate structure or executives
  • Evaluate and compare prospective vendors/partners financials
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