Dan Gridin
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Five types of Sales Intel You Can Extract From the Earnings Call (With Examples from Salesforce’s EC) [5min read]

Research data that is easily attained = data abused by the hordes of BDRs = data that is worthless for engaging enterprise accounts.

That’s why you need to go the extra mile with your research to create a narrative that will resonate with the stakeholders.

Below are a few tips on gaining intel from quarterly and yearly investor calls (I’ll use the recent Salesforce's Q2 2023 EC as a real-life example — see the attached slide deck)

Major changes to the leadership team

They almost always imply a similar wave on the lower levels. This data can and should be used as one of the triggers for reaching out with some smart plays.

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Account-specific Internal lingo

Using words and phrases that are specific to this particular account is a solid way to stand out in your outreach and speed up rapport building.

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New logo acquisitions and successful case studies

Mentioning a relevant project is always a good start for a convo with the exec who was involved in it. But please don't use vague openers like “congrats on the great project with” — that’s cheap. Be specific.

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Direct quotes from the leadership that can be tied to your product category.

Can be used in both outreach and mid-funnel content (especially when you try to influence the buying via bespoke content pieces).

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Product-specific data and important updates

Once again, nothing beats an outreach based on a solid research-based hypothesis.

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Going through a standard 50-minute call should get you at least 4-5 solid (and non-over-abused) insights to work with.

Which is a bloody good exchange rate in my playbook.

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