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    Business priority analysis — Your edge in executive engagement

    September 21, 2021

    What’s top of mind among your target executives? 

    If you’re already a BI SIGNATURE℠ customer, you have likely tapped into our database of more than 28,000 executive profiles to understand not just the backgrounds and personal histories of your target executives, but the business priorities that are shaping their strategies, initiatives and purchasing decisions. For marketers, knowing what customers care about — and having insight into the most important initiatives driving their business — empowers you to create more relevant content and programs. For sellers and account managers, this information provides a roadmap for getting a foot in the door with executive decision makers. It allows you to lead informed business conversations and to connect the dots back to the right products that will solve their problems. 

    So, what if you could access that information at scale, across groups of executives or accounts? 

    The Business Priority Analysis dashboard within our BI PRO℠ platform — an advanced version of our BI SIGNATURE℠ service — allows you to do just that. 


    BI PRO℠ provides instant insight into business priorities in a few key ways:

    • within a single account (e.g., Bank of America)
    • across a group of accounts/executives within a single vertical (e.g., financial services)
    • across a segment defined by a role or function (e.g., CFOs, CMOs, technology executives)

    So, what can the Business Priority Analysis dashboard do for you?

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    You can build a more effective executive engagement strategy

    Say you’re targeting CMOs at financial services firms. For the best chance of success in your outreach, you first want to understand what’s top of mind among that group of prospects. You can spend hours researching each individual CMO and their companies. Or, you could run a report on BI PRO and, in a matter of minutes, understand business priorities by initiative, role and job function across the entire group.  

    Once you identify the top priorities, you can customize event and communications strategies in a way that answers questions, solves problems and adds value. For instance, if your group of executives is focused on artificial intelligence, you could host a webinar featuring a renowned AI expert and invite all your key prospects to attend. You could source internal and external experts to create an ebook focused on one of the key priorities for your target audience. And you could hone your pitch in a way that shows your product or service will help these executives get closer to their specific goals. 

    And as always, for a deeper dive on any one executive, you can view his or her executive profile in the BI database.

    You can focus your research across groups of executives or accounts

    With the BI PRO℠ Business Priority Analysis dashboard, you can look for commonalities across executives at the same rank across different organizations, as in the example above. You can also explore the priorities among executives at the same company. For example, if you’re targeting Bank of America, you can generate a report that identifies business priorities across all BofA executives within our database. (And for anyone we don’t have a profile on, we can turn around a custom profile request within 48 hours.) For example, one customer includes this dashboard in meeting prep packets that go to all executives who participate in customer executive briefings.

    And you can rest easily knowing that your information is accurate and up to date

    We have a fast-growing team of research analysts trained to identify the kind of information that matters most to C-level sales and marketing pros. We only use trusted, verified sources, and we take the time necessary to pore over earnings call transcripts, speeches, interviews, you name it. We are also constantly working to add profiles to our database and update our existing ones with the latest information. 

    Our goal in this and in everything we do? Help your teams close bigger deals, faster.

    Want to see BI PRO℠ in action? Schedule a custom demo today.

    Schedule a quick, custom demo!


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    Sharon Gillenwater

    About the Author

    Sharon Gillenwater

    Sharon Gillenwater is the founder and editor-in-chief of Boardroom Insiders, which maintains an extensive database of the most in-depth executive profiles on the market, from Fortune 500 companies to independent non-profits, to help sales and marketing professionals build deeper relationships and close more deals with clients. Gillenwater is a long-time marketing consultant with expertise in marketing strategy, account-based marketing, and CXO engagement programs.