The customer intelligence platform that helps you prepare for executive level sales
Create World-Class Account Plans In
Less Than 30 Seconds.
No guesswork. No searching.
Just trusted, actionable insights.
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.
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.
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.
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.
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.
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.
Power of One
Determine the value of a 1% (or any percent) improvement to various KPIs.
Financial Analysis
Get the insights of advanced financial modeling, but without doing any modeling.
Value Modeler
Calculate the value of your solution for your prospect from end to end.
COMING SOON
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.
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.
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
“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?”
Unlock Insights with FinListics
Discover the power of data-driven sales intelligence for your business.