Account Profiling

The opportunity to gain in depth understanding on how a potential customer operates, how they are structured, who are the key decision makers, their decision making process, who they currently purchase from as well as their future plans.

This service is used extensively by clients who are trying to penetrate new accounts or to expand their contact base within an existing account. Account profiles can be used to help quantify the business potential within an account and are an excellent sales tool to help focus sales resources and develop account plans.

Our process methodology:

  • Company Details:
    • Head office
    • Telephone numbers
    • Fax numbers
  • Financial Highlights:
    • Turnover
    • Profitability
    • Growth
  • Business Strategy:
    • Core business activities
    • Business drivers
  • IT Infrastructure:
    • Incumbent suppliers
    • Relevant equipment
  • IT Strategy:
    • Overview of strategy
    • Identification of opportunities
  • Supplier Relationships:
    • Business service suppliers
    • IT service suppliers
    • Consultancy providers
  • Account Summary:
    • Potential target account offers to client
  • Key Contacts:
    • List of key contacts identified during networking
  • Organagram:
    • Graphical map of contacts uncovered

Benefits to You

  • How a prospective buyer thinks
  • How they plan
  • Who are their competitors?
  • What products / services they use?
  • When is the subscription ending?
  • Their future decisions pertaining to the purchase of a specific product or service

The Smart Choice For Reliable And Compliant Data

  • Real-time
    Verification

  • Human QA
    Precision

  • RM-Ready
    Output

How do we keep your CRM clean and reliable?

We don’t just remove duplicates – we fix root causes. Every contact, company, and account record undergoes structured cleansing and validation for consistent, actionable insights.
Our multi-layer process ensures clean inputs that drive accurate scoring, segmentation, and reporting – so every marketing decision is backed by truth, not guesswork.

  • Contact-Level Verification

  • Company-Level Normalization.

  • Target Account List Building.