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How a B2B HR software company times its outreach to target accounts

An HR software company uses Opverio to know when target companies expand, hire at scale or change leaders, and to prepare every sales meeting with the account's latest developments.

Company overview

The company sells payroll and HR software to mid-sized and large employers in Indonesia.

The challenge

Account executives worked from a list of target companies but had no signal of when to reach out. Meeting preparation meant reading old news about each account.

  • No timing signal

    Outreach was based on a calendar, not on account events.

  • Slow meeting preparation

    Research took time from selling.

  • Competing vendors

    Competitors' customer wins were unknown.

The solution

The team added its target accounts and competing vendors. Expansion, hiring surges, new offices and leadership changes at target accounts appear as signals with a score; Company 360 has each account's recent history ready.

  • Account signals

    Hiring surges and expansion are shown with why they may matter.

  • Pipeline

    Each opportunity gets an owner, status and due date.

  • Follow alerts

    Account executives follow their own accounts and get a digest.

Impact

Impact highlightDescription
Better timingOutreach follows the account's own news.
Faster preparationAccount history is ready before the meeting.
A shared pipelineManagers see which opportunities are being followed up.

Conclusion

Outreach is now triggered by real events at target accounts, and every meeting starts from current information.

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