ABM Cycle
Company research
Financials
Geographical presence
Ecommerce
Business Strategy
Contacts research
C-Level Management
Departmental research and mapping
Finance
Treasury
Controller
Accounting
Payments
Fraud
Ecommerce
Procurement
Relationships mapping
Did someone work at a CMSPI client company?
Do they know someone we know and can intro us?
Are they part of an association we have relationships with?
Group chat
Engagement analysis
Email marketing
Pardot
Dotmailer
Sales emails
Salesforce
Website
Leadfeeder
Google Analytics
Events - Internal
Events team
ON24
Events - External
Events attendees lists
Previous opportunities/conversations
Salesforce
Group chat
SUMMARY
What do we know, who do we know, do they know us?
Plan of actions
Where are we starting from?
What actions do we need to take to get to the next stage?
What tools do I have at my disposal to reach our objective?
How can I fit the account within the current marketing campaigns?
What are the key obstacles and blockers we are/could be facing?