When a listed client reports
Filings and results read
What changed in the results and filings, with the page it came from and the opening for you.
Outlook or Gmail
Business development
Client competitive positioning
Where a client stands against its rivals, and what that means for what you sell them.
Teams or SlackSharePoint or Google DriveSalesforce or HubSpot
Reads
- Annual reports
- Investor material
- Competitor sites
- Trade press
- Market data
- Your CRM
HastingsAgents do the work
Delivers to
- Teams or Slack
- SharePoint or Google Drive
- Salesforce or HubSpot
Your team
Reviews, edits and sends.
When it runs
For each key client
What it reads
The client’s annual report, investor material and website, and their competitors’ moves
Where it lands
Teams or Slack, SharePoint or Google Drive, plus Salesforce or HubSpot
Why it matters
Conversations start from the client’s own priorities.
In the film
From the signal to the finished work.
- 0:00A key client, a dairy cooperative, is up for its annual account plan.
- 0:04Hastings reads the client’s reports and its competitors’ moves.
- 0:09A positioning brief, ready for the account plan.
- 0:13The client against its three largest rivals.
- 0:17Where they stand, and what that means for what you sell them.
- 0:24The key account manager plans from the client’s own priorities.
- 0:31Every account plan starts from the client’s priorities.
Client competitive positioning runs in every plan. Start with it and one more job in a 90-day pilot.
See pricingMore in business development
All use cases →Daily
Tender and RFP desk
A go or no-go note on every new tender, and a full draft response for the ones you choose.
Teams or SlackSharePoint or Google Drive
Daily
Relationship watch
Promotions, moves, awards and news for every contact, with a note ready to send.
Outlook or GmailSalesforce or HubSpot
Start
Request a working sessionSee it running on your own company.
In a working session we build a sample on your company from public data.
The film shows an illustrative company. Company, roles and figures are fictional.