Step 3: Prepare

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Sales Intelligence Overview 

Nothing impresses a decision-maker more than a sales rep who has done their homework. It’s not only a time saver for the buyer, who doesn’t have to educate the sales rep about the company’s needs, it also suggests a vendor willing to invest in the effort to be a partner.

If you’ve used Sales Intelligence to prioritize your leads, you already have a head start on knowing what’s going on in the account.



Firmographic details, contact information, connections, intent (depending on license type), and the latest company news.


Company's Industry Profile with common challenges, trends, call prep questions, and size and structure of the industry.


Latest financial data for public companies. 

Family Tree

Subsidiaries, acquisitions, international divisions, and a host of other corporate relationships.

Similar Companies

Find other companies in the same industry. Checking out similar companies can help you understand where your target company fits in the industry. 

Tech Profile

Help you win more business by identifying companies that use relevant technologies in your market.



If you’re not yet sure you have the right decision-maker or champion, this is the place to look. Find leaders by family tree, location, contact info, job level, or functional area. Plus, you'll see right away who you’re connected to.

Click View More to see a complete profile of the individual—including education, prior jobs, news mentions, and social media posts.



There’s no better way to know what’s going on in the mind of buyers than social media. Check posts from the company and posts from others about the company, click to follow the company on Twitter or Facebook, and check out company blogs. 



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