What it Solves
Structure accounts by tiers. Align to territory
capacity and quota distribution
Map buying centers to decision roles. Deploy to CRM with quarterly refresh
Account Tier and Territory Structure
Define account segmentation by revenue potential, product fit, and rep capacity. Map territory boundaries, coverage assignments, and quota distribution logic. Database structure matches internal account tiers and sales motion deployment, eliminating manual territory mapping exercises that add 40-60 hours per planning cycle.
Buying Center Intelligence
Research decision authority, budget ownership, and technical evaluation roles across target accounts. Map stakeholder networks, influence relationships, and approval hierarchies spanning subsidiaries and regional offices. Identify early-stage influencers, final approval gatekeepers, and implementation stakeholders – enabling persona-specific outreach that reaches decision-makers with budget authority.
Functional Role Precision
Classify contacts by buying function beyond job title: budget authority vs. technical evaluation, strategic decision-maker vs. implementation stakeholder, procurement gatekeeper vs. line-of-business sponsor. Role classification enables persona-specific outreach (budget authority receives ROI justification, technical evaluators get implementation detail) improving meeting conversion rates 3-5x vs. title-based targeting.
Entity and Organizational Structure
Map corporate hierarchies showing subsidiary relationships, joint venture structures, and regional office jurisdiction. Identify decision authority location (HQ, regional, site-level) and budget control across business units. Account structure reflects commercial relevance and legal entity relationships, preventing outreach to contacts who lack purchasing authority across geographic boundaries
Signal and Intent Overlays
Layer hiring velocity, funding announcements, tech stack adoption, and leadership changes onto account records. Priority signals (engineering buildouts, compliance hiring, executive appointments) indicate expansion readiness and engagement timing, enabling outreach when accounts are in active buying mode rather than cold prospecting.
Compliance and System Integration
Each record includes GDPR, CCPA, CAN-SPAM, and PDPA compliance documentation with Legitimate Interest Assessments, consent trails, and source timestamps. Datasets sync to Salesforce, HubSpot, or custom CRM with field mapping to internal taxonomies and quarterly refresh cadence, maintaining data currency without manual imports.
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