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 Account Profiling

Account Profiling is so crucial to the sales and marketing team. Once you have your list of target or key accounts, the job really begins. 

The first step is to profile your accounts. What does Account Profiling mean? It's all about understanding the business - what do they do? What's important to them?...and who do you need to contact in order to sell your products or services?

Account Profiling is both an art and a science. It can also be a long process and takes time - time that your teams generally can ill afford to lose. That's where Viewpoint Analysis steps in - while you worry about the day job, we take on the account profiling and report back with the information that you need.

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Account Profiling

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What does our account profiling cover? Well, it's bespoke to you and your account research needs and therefore that will drive our work. We tend to cover the following areas:

  • Company Strategy

  • Key Priorities & Projects

  • Company News

  • Technology In Use

  • Key Contacts

  • Suggested Messaging

  • Important Terminology to Use

  • And Much more.

Example Research

Our previous research has covered a range of different global businesses. Here are just a few examples:

Walmart - Volvo - JP Morgan - Unilever - Citi - Gallagher - Sanofi - Coca-Cola - Santander - AstraZeneca - E.ON - Robert Bosch - and more.

If you would like to see an example of our research, please contact us and we will send a redacted report.

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We produce account research and profiling for a variety of technology companies across the globe. One example is Nexthink, the Swiss-based Digital Employee Experience vendor.

"You were a delight to work with. You added value to our program as Sales ‘respected’ the opinions and research of a fellow salesperson and someone that had credibility of working in the SaaS environment. You provided a lot of value add and advice which enhanced our program. You also went over and above when we asked you to. The account plans have been very well received and we are now tweaking them so that BDRs can take on this effort moving forward. What you created has built the foundation for our Targeted Account approach".

Laura Blackie, Director, ABM and Partner Marketing


Would you like to know more about our Account Profilng service? If so, drop us a note below to request a callback. We will also send you an example of a real piece of research!

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