- Annual reports and investor communications
- Earnings calls and executive presentations
- Strategic planning documents and board communications
- Public statements and press releases
Strategic Priorities are extracted from official company communications and weighted by frequency and prominence of mentions across multiple sources.
Where You’ll See Strategic Priorities
- Overview tab: Featured in the Priority Scores section
- Custom Insights: When searching for strategic initiatives
- Engage tab: Used in Value Proposition builder
- AI Assistant: Referenced in strategic alignment queries
Common Strategic Priority Categories
Growth & Expansion
Market expansion, new product launches, customer acquisition, geographic growth
Digital Transformation
Technology modernization, digital capabilities, automation, cloud adoption
Operational Excellence
Efficiency improvements, cost optimization, process enhancement, productivity
Customer Experience
Service improvements, personalization, customer satisfaction, engagement
How Strategic Priorities Are Generated
Strategic Priorities are identified through AI analysis of:- Annual reports and investor communications
- Earnings calls and executive presentations
- Strategic planning documents and board communications
- Public statements and press releases
Quick Actions
View Account Priorities
Review Strategic Priorities for your target accounts
Generate Content
Create messaging aligned with their priorities
Ask AI Assistant
Get insights on how to leverage specific priorities
