The Research Challenge
When a sales team is actively targeting high-profile accounts, generic company overviews are not enough. The client needed detailed, structured intelligence on Square and Bloc — two major players in the fintech and payments ecosystem — and they needed it fast. The full research package had to be ready within 24 hours.
The ask was specific: account profiles that went beyond what a basic search could surface. Market positioning, product ecosystems, customer segment focus, and identifiable sales entry points all had to be captured accurately and organized in a format the team could use immediately.
How We Approached It
We started by defining the exact intelligence each account profile needed to contain. Rather than casting a wide net, we worked with a focused research framework built around what would actually drive the sales conversation forward.
For each company, we worked through relevant data sources to extract verified, current information. Square's profile covered its merchant-facing product suite, market expansion signals, and competitive positioning within the payments space. Bloc's profile addressed its core offerings, target customer profile, and how it differentiated itself in the market.
Helion360 structured both reports in Excel, organized so the sales team could navigate findings quickly and move directly into outreach planning. Every data point was cross-checked before inclusion — speed was a requirement, but accuracy was non-negotiable.
What Was Delivered
Both account profiles were completed and handed off within the 24-hour window. The reports gave the sales team a clear, grounded view of each company — their positioning, product lines, and the angles most likely to resonate in a sales conversation.
The turnaround demonstrated that high-quality account research and fast delivery are not mutually exclusive. With the right process and focus, Helion360 was able to meet a demanding deadline while maintaining the depth of analysis the client needed to move forward confidently.
Working With Helion360
If your sales team needs fast, accurate account research to support outbound efforts, Helion360 is equipped to handle it. We've built account intelligence under tight deadlines before, and we know how to deliver research that's ready to use — not just ready to read.