Know which accounts are ready to switch providers

Step 1: Configure the technographics you want to monitor

With access to a database of over 20,000 technologies, you have the flexibility to track competitor tools or technologies that complement or integrate seamlessly with your solution.

For this scenario, focus on identifying prospects using competitor tools—uncovering low-hanging opportunities that are ripe for engagement.

Step 2: Prioritise the accounts coming to the end of their contract

The technographic signals will automatically populate in your dashboard once you've selected the technologies you want Companion to track. 

You'll instantly be able to see leading indicators such as when the technology was first adopted and how frequently it's being used.

This visibility helps you determine how long your prospects have been using the tool, giving you a good indication that it's the right time to reach out.

Bonus Step🚀: Augment technographic signals with buyer intent signals

Step 4: Start connecting with the right decision-makers 

In your Companion browser extension click into the account and scroll down to  'Recommended Contacts'. 

This is an AI-driven list of highly recommended contacts within the account, ready for you to prospect.

Each contact record includes the correct mobile and email for that individual and can be easily exported into your CRM or sales engagement tool.

Now it's time to turn these technographic signals into results.

In the first example, our playbook champion positions herself as curious rather than pushy. Mentioning the competitors renewal coming up this quarter grabs attention immediately and asking about the renewal and potential data gaps invites a response.

Here's another great option if you decide to leverage buyer intent signals. Use intensity scores to gauge adoption rates, then validate by speaking directly to your prospects. Reinforce your outreach by showing you know they’re exploring alternatives and leverage that intent to secure the meeting.