Databook is a strategic relationship management (SRM) platform that leverages advanced artificial intelligence (AI) and natural language processing (NLP) to help B2B sales teams create, manage and maintain strategic relationships at scale. The platform ingests and interprets billions of financial and market data signals to generate actionable sales strategies that connect the seller’s solutions to a buyer’s financial pain and urgency.
Databook’s SRM platform is designed to instantly transform complex financial data and insights into deeply tailored account strategies, plans and content using prompts, guides and one-click downloads.
The Databook platform uses advanced AI to comb through billions of financial and market data signals, distill insights and instantly generate concrete sales strategies that connect a seller’s specific solutions, use cases and case studies to a buyer’s unique financial pain and urgency. Sellers can decide when and how to use these strategies in the sales cycle and quickly act through auto-generated strategic account plans, emails and other sales materials and one-click narratives that speak to executive buyers.
Reported results include an increase in face-to-face meetings, larger deal sizes, expanded pipeline and faster cycle times. Databook is fully integrated with Salesforce Sales Cloud and offers out-of-the-box solutions for account planning, territory management and sales engagement.
Who It’s For
Databook seeks to equip enterprise B2B sellers at any level to enhance executive conversations, deepen connections and close deals by understanding and proving how their solutions will improve financial and operational health for the buyer.
What It Solves
Ninety-three percent of B2B buyers say purchase decisions result from larger organizational initiatives. Financial disclosures are key to identify and align with these strategic priorities but are difficult to use at scale. While more than 70% of B2B sellers agree they’re more successful when they use financial data, less than 30% have reviewed a 10K recently, citing a lack of time and tools.
What Makes It Special
Unlike CRM and tactical selling tools, Databook’s SRM platform is designed to automatically conduct a thorough, outside-in analysis of a company to uncover its current strategy, pain points and industry context and then automatically connects each strategic need with a key buyer and the seller’s most relevant solution, use cases, case studies, ROI models and more.