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The customer intelligence platform that helps you prepare for executive level sales

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Create World-Class Account Plans In
Less Than
30 Seconds.

No guesswork. No searching.
Just trusted, actionable insights.

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Ready to work smarter? Let us show you how.

Getting the right insights used to be complicated. We decided to make it easy.

Introducing Journeys. It's all the things you do as a seller, now done for you.

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Research Prospects

Which accounts might need exactly what you do? Prospecting helps you figure that out. 

Get the Meeting

Write a sales email, without actually writing it. Use data science to assemble a sales email with the exact insights you want to highlight.

Prep for a Meeting

Assemble a sales deck automatically. You could spend hours putting together a good looking presentation for your prospect. Or you could make a few clicks.

Getting the right insights used to be complicated.

We decided to make it easy.

Introducing Journeys. It's all the things you do as a seller, now done for you.

icons

Research Prospects

Which accounts might need exactly what you do? Prospecting helps you figure that out. 

icon

Get the Meeting

Write a sales email, without actually writing it. Use data science to assemble a sales email with the exact insights you want to highlight.

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Prep for a Meeting

Assemble a sales deck automatically. You could spend hours putting together a good looking presentation for your prospect. Or you could make a few clicks.

get the meeting

Sometimes, more detail is helpful

Sometimes you want to get something done quickly—that’s what Journeys are for.
Other times you want your analysis to be more thorough. Enter accounts and industries.

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Accounts

Search through tens of thousands of public and private companies. See financial performance and read through goals and strategies. See where this account wants to go, and see if you’re company’s solution can help them get there.

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Industries

Understand what’s driving an industry, and evaluate how each company is performing within it.

Powerful Analysis

Perform advanced financial analysis and modeling. No modeling required.

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Power of One

Determine the value of a 1% (or any percent) improvement to various KPIs.

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Financial Analysis

Get the insights of advanced financial modeling, but without doing any modeling.

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Value Modeler

Calculate the value of your solution for your prospect from end to end.

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COMING SOON

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Want to show ClientIQ Data in YOUR app?

IntegrateIQ lets you add select data feeds from ClientIQ into your application via API. Enhance account records, show ClientIQ charts and graphics, or even design your own to match your user interface.

Really understand your customer

Get to know what your customer thinks, and why they think it

Goals & Strategies

See what’s driving the decision making at your customer.

 

Key Questions

Executive level sales require trust. Knowing the right questions to ask can help you build more of it.

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Now that you've got the insights, do you feel ready to use them?

ClientIQ can help you get all the insights you need. But having the competence and the confidence to use them when selling to a senior executive requires different skills.

That's why we built InsightsIQ... to teach those skills.

Customer Insights

Understand the financial and operational realities at a company, and the change your solution can deliver

Business Knowledge

Understanding how business works at a financial and operational level

Exec Sales Skills

Combine "what" you know with the right approach to get your prospect to be most receptive

If the top sales experts in the world created a school to teach what they know about customer centric sales…

 

That’s InsightsIQ.

It helps you master insight-led selling, so you can truly become a sales expert

 

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Generate sales opportunities with ClientIQ 

Hear what our users have to say...

Overall, ClientIQ supports the creation of approximately $4B-$6B of new opportunity pipeline each year."

Partner​, Global Strategic Sales​

I’ve broken into five white space accounts because of ClientIQ. I leverage ClientIQ’s Pursuit Profiler for my first touchpoint and the ClientIQ Discovery Questions to help hone my messaging."

Brand Sales Specialist, Automation Software Sales​

ClientIQ has definitely helped me in my prospecting... it is a much quicker means to a wealth of information than if I had to research it all separately."

Global Sales, Senior Integration Technical Specialist

I use ClientIQ for Client Account Planning purposes, in order to identify new opportunities and building our pipeline for future quarters."

Global Sales, Account Technical Leader

It definitely saves me time and makes me more productive."

Infrastructure Sales Specialist

It saves me a lot of time. "Suggested Questions" are a good way to lead a conversation with line of business people."

Principal, Business Automation, Software Sales

We use ClientIQ to develop great insights... ClientIQ is a staple in our "Value Pools" creation for our customer presentations.

Kudos to our team for bringing this tool in house!

Strategic Partnership Leader

ClientIQ insights has transformed our understanding of the clients’ macroeconomics, strategies, and priorities. I highly recommend ClientIQ to any team seeking to strengthen client relationships."

Partner, Business Transformation Services

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“An ideal situation is one where the seller knows our financial performance. Who wouldn’t love for a vendor to be able to have that conversation?”

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