ZEPHIR

Account prioritisation

Not all accounts are equal. We rank the companies in your market by their actual potential, so your teams can start with those most likely to buy.

What account prioritisation is, and when to use it.

Prioritisation ranks your accounts along two dimensions: their similarity to your best clients and the timing of their need.

We start with your current clients to define what makes a good account, then apply these criteria across your market. We add recent signals: investments, recruitment and regulation.

Your teams receive a ranked list, with an explanation of each account's position.

At a glance
Starting point

Your current best clients

Criteria

Fit and timing of need

Timeframe

Two weeks

Deliverable

Accounts classified into three priority levels

Update

Possible every quarter

The situations this solution is designed for.

Too many accounts

Your market includes thousands of companies, and your teams do not know where to start.

Territories to allocate

You want to give each sales representative a balanced portfolio.

Purchase timing

You want to contact accounts that are currently preparing a project.

Limited budget

You need to focus your resources on the most profitable accounts.

A ranking your teams understand.

Each prioritised account includes the reason for its selection: similarity to an existing client, an announced investment or a new senior executive. Your salespeople know why they should call.

Speak to a partner

Is this solution right for your situation?

Often suitable if

  • Your market includes more than 300 potential accounts.
  • You have at least ten representative clients.
  • Your teams waste time on low-profit accounts.
  • You want to focus your efforts on one quarter.

Less suitable if

  • You have fewer than fifty potential accounts.
  • You do not yet have customers in this market.
  • All your accounts have the same potential.
  • Your sales cycle does not depend on when the need arises.

Ready to explore your options?

Initial conversation with no obligation. Describe your accounts and we will propose an approach.

Let's discuss your growth

What we assess before engaging an account.

1

Client profile

What your best clients have in common.

2

Potential

Size, sites and estimated purchasing volume.

3

Timing

Recent signals indicating a project.

4

Existing relationship

History with your teams and your competitors.

5

Accessibility

Identified and contactable decision-makers.

The most common engagement formats.

One-off prioritisationA comprehensive ranking of your market.
Quarterly prioritisationUpdate with new signals.
Prioritisation by territoryA ranking by sales representative or region.
Prioritisation and outreachRanking followed by direct outreach to priority accounts.

Typical situations.

Technical distribution · Western Europe

An industrial supplies distributor has 8 000 accounts in its CRM.

SituationThe client

Its sales teams call the same clients and overlook high-potential accounts.

Our workWhat we do

We define the profile of its fifty best clients and rank the 8,000 accounts according to this profile and recent signals.

Expected resultFor the client

An initial group of several hundred priority accounts, allocated among the sales team.

Energy · Europe

A transformer manufacturer is looking for this year's projects.

SituationThe client

It wants to focus its team on sites investing in their power supply.

Our workWhat we do

We cross-reference its account map with expansion announcements, connections and published tenders.

Expected resultFor the client

A list of sites preparing electrical investments, ranked by deadline.

Account prioritisation, frequently asked questions.

How many customers are needed to define the profile?

Around ten is enough to begin. The more you have, the more accurate the ranking.

Does the ranking change?

Yes. We can update it every quarter if required, adding new signals.

Can you prioritise the accounts in our CRM?

Yes, this is the most common case. We work directly on your exports.

Under whose name do you act?

On behalf of Zephir, which introduces your company. We agree each outreach approach with you before launch.

Let's discuss your growth.

We are a commercial growth firm serving industrial companies and their ecosystems. Our role is to understand your offering, define the accounts to target and arrange discussions with their decision-makers.

An initial 30-minute discussionNo commitment. We will respond within 48 working hours.

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Confidential discussion. Response within 48 business hours.