Persona Messaging & Sales Playbook Drive Deals in New Segment Targets

  • Intelligize, a LexisNexis® company
  • Category leader for SEC research and analysis platforms
  • Targeting law firms, accounting firms, and corporations


Having established a leading position as the preferred solution for researching and preparing SEC filings at law firms, Intelligize has embarked on an ambitious campaign to grow the footprint for their solutions at corporations, accounting firms and other organization types.


Partnering with Bigtincan, BPM developed an interactive Sales Playbook to target multiple segments. Intelligize rolled out the playbook running on the Bigtincan Hub Sales Enablement Automation platform, for use as an embed part their sales process. The solution equipped sales people with the insights, messages and materials to have more compelling conversations with customers and sell on the basis of value.


  • 100+ deals worked using the Playbook in the first 100 days
  • New deal closed within 6 weeks of roll-out, as a result of an insight found in the Playbook
  • Solution has made it easy for salespeople to be better prepared before calls and meetings

The Playbook is absolutely essential to our plans for growth. I want to see everyone in my team using this solution. This is one of the most important contributions from Marketing to help meet our goals.

Conrad Fair
Vice President Sales & Account Management