Value Pyramid
Visual framework connecting customer strategies to your solution capabilities
The Value Pyramid is a structured visual framework that creates a compelling narrative by connecting your target account’s strategic priorities and business challenges directly to your solution’s capabilities and value proposition.
What is the Value Pyramid?
The Value Pyramid is a hierarchical visualization that demonstrates solution alignment by mapping:
- Customer strategic priorities and business objectives at the top
- Specific initiatives and programs supporting those strategies in the middle
- Tactical challenges and obstacles preventing success at the base
- Your solution’s capabilities as the foundation enabling their success
Value Pyramids are automatically generated based on the account’s strategic priorities, initiatives, and challenges, then mapped to your company’s value propositions configured in Settings → Engage.
Value Pyramid Structure
Strategic Level (Top)
High-level business objectives from their strategic priorities and board-level goals
Initiative Level (Middle)
Specific programs and projects designed to achieve strategic objectives
Challenge Level (Base)
Tactical obstacles and limitations preventing initiative success
Solution Foundation
Your capabilities and value propositions that address their challenges
Why Value Pyramids Matter for Sales
Strategic Storytelling
Value Pyramids enable you to:
- Create compelling narratives that connect your solution to their business success
- Demonstrate deep understanding of their strategic context and business drivers
- Position your solution as essential to achieving their most important objectives
- Build consensus by showing alignment with universally accepted strategic priorities
Executive Engagement
Value Pyramids help you:
- Engage at C-level with strategic business context rather than tactical features
- Present complex solution value in simple, visual format
- Connect to board-level priorities and investor commitments
- Create urgency around strategic initiative success
Pyramid Level Breakdown
Strategic Level: Business Objectives
- Digital transformation and technology modernization
- Customer experience improvement and personalization
- Operational efficiency and cost optimization
- Global expansion and market growth
- Revenue growth and competitive differentiation
- Digital transformation and technology modernization
- Customer experience improvement and personalization
- Operational efficiency and cost optimization
- Global expansion and market growth
- Revenue growth and competitive differentiation
- Uses terminology from their annual reports and strategic communications
- References publicly stated commitments and board priorities
- Connects to investor presentations and market positioning statements
- Aligns with CEO and leadership messaging
Initiative Level: Specific Programs
- Cloud migration and infrastructure modernization projects
- Data platform implementation and analytics programs
- Process automation and workflow digitization
- Customer portal and digital experience platforms
- Cloud migration and infrastructure modernization projects
- Data platform implementation and analytics programs
- Process automation and workflow digitization
- Customer portal and digital experience platforms
- Market expansion and new product launches
- Operational efficiency and cost reduction programs
- Customer retention and satisfaction improvement projects
- Merger integration and organizational transformation
Challenge Level: Implementation Obstacles
- Legacy system limitations and integration complexity
- Data silos and information accessibility issues
- Scalability constraints and performance bottlenecks
- Security and compliance requirements
- Legacy system limitations and integration complexity
- Data silos and information accessibility issues
- Scalability constraints and performance bottlenecks
- Security and compliance requirements
- Resource constraints and skill gaps
- Change management and user adoption issues
- Process inefficiencies and manual workflows
- Cross-functional coordination difficulties
Solution Foundation: Your Value Proposition
Using Value Pyramids Effectively
Presentation Applications
Present the pyramid to demonstrate deep understanding of their business context and strategic alignment
Present the pyramid to demonstrate deep understanding of their business context and strategic alignment
Start from strategic level to immediately align with C-level priorities and concerns
Include as visual proof of solution alignment and strategic business value
Provide champions with clear business justification and strategic context for internal advocacy
Conversation Flow Strategy
Top-Down Approach (Executive Meetings):
- Start with strategic objectives they’ve publicly committed to achieving
- Acknowledge the specific initiatives they’re pursuing to reach those goals
- Explore the challenges preventing success in those initiatives
- Position your solution as the foundation that removes those obstacles
Bottom-Up Approach (Technical Meetings):
- Begin by understanding their current challenges and pain points
- Connect those challenges to broader initiatives they’re trying to advance
- Link initiatives to the strategic objectives they support
- Show how solving tactical challenges enables strategic success
Best Practices
Value Pyramids should tell their story, not yours. Always validate that the strategic priorities and initiatives accurately reflect their current reality before presenting.
- Validate Before Presenting: Confirm strategic priorities and initiatives are current and accurate
- Use Their Language: Adopt their specific terminology and strategic vocabulary
- Connect All Levels: Ensure clear logical connections between each pyramid level
- Customize for Audience: Emphasize levels most relevant to your meeting participants
- Update Regularly: Refresh pyramids as their strategies and initiatives evolve
Value Pyramid Customization
Industry-Specific Adaptations
Financial Services:
- Regulatory compliance and risk management at challenge level
- Digital banking transformation at initiative level
- Customer acquisition and retention at strategic level
Healthcare:
- Patient outcome improvement and cost reduction at strategic level
- Clinical workflow optimization at initiative level
- Interoperability and data integration at challenge level
Manufacturing:
- Operational efficiency and supply chain optimization at strategic level
- Industry 4.0 and smart manufacturing at initiative level
- Legacy system integration at challenge level
Role-Specific Emphasis
Integration with Sales Process
Value Pyramids enhance your sales effectiveness by:
- Qualification: Validate strategic alignment and initiative relevance early in sales process
- Positioning: Create compelling visual representation of solution value and business alignment
- Differentiation: Show unique understanding of their business context versus competitors
- Consensus Building: Provide shared framework that all stakeholders can understand and support
- Negotiation: Reference strategic importance and business value to justify investment
Common Value Pyramid Scenarios
New Opportunity Development
Use Value Pyramids to:
- Demonstrate strategic relevance in early conversations
- Build credibility through business understanding
- Create urgency around strategic initiative success
- Position as strategic partner rather than vendor
Competitive Situations
Leverage Value Pyramids to:
- Show deeper business understanding than competitors
- Connect to strategic priorities competitors may overlook
- Demonstrate alignment with long-term business success
- Position as more strategic and business-focused choice
Executive Presentations
Apply Value Pyramids to:
- Immediately establish strategic context and relevance
- Connect solution benefits to board-level priorities
- Create visual impact and memorable strategic story
- Enable executives to easily understand and remember your value
Quick Actions
Generate Value Pyramid
Create customized value pyramid for your target account
Customize for Audience
Adapt pyramid emphasis for specific meeting participants
Ask AI Assistant
Get insights on optimizing value pyramid presentation