Equilar on ExecAtlas: The Playbook for Leveraging Our Own Tool

February 10, 2025

Morgan Zombolas

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At Equilar, we don’t just sell ExecAtlas—we use it every day. As “Client Zero,” we rely on ExecAtlas to identify warm introductions, accelerate deal flow, and maintain real-time relationship intelligence. The same strategies we recommend to our clients are the ones we implement internally to fuel our own business growth.

ExecAtlas: The Ultimate Executive Engagement Platform

ExecAtlas is more than a database—it’s an executive engagement platform that helps firms uncover and act on their strongest executive connections. The Relationship 360 features provide a complete view of how our team is connected to key decision-makers, giving us an edge in targeting the right accounts with the right connections.

For example, 34% of our pipeline in 2024 was sourced from leveraging our team’s networks for warm introductions to target accounts.

Instead of relying on cold outreach, we prioritize warm introductions, ensuring our sales efforts are targeted, efficient, and effective. By syncing our team’s executive networks with CRM data, ExecAtlas helps us pinpoint the best relationship paths to decision-makers, improving engagement and deal velocity.

How Equilar Uses ExecAtlas

Mapping Warm Intros to High-Value Targets

ExecAtlas surfaces direct and indirect connections between our team and our target accounts, making it easy to identify paths to key executives. With a few clicks, we can see who on our team has the strongest relationship with a prospect, allowing us to leverage warm intros rather than relying on cold outreach.

By integrating with our CRM, ExecAtlas flags potential introductions within our pipeline, ensuring we never miss an opportunity to leverage our collective network for strategic outreach.

Real-Time Executive Insights for Smarter Engagement

One of the biggest challenges in business development is engaging prospects at the right time. ExecAtlas solves this with real-time executive intelligence, tracking leadership changes, board moves, and key executive transitions.

Example: If a key prospect is promoted to a decision-making role, we receive an alert, allowing us to engage at the exact moment they are evaluating new solutions.

Instead of waiting for a prospect to come to us, we proactively engage when they are most likely to be receptive—a major advantage in today’s competitive landscape.

Seamless CRM Integration to Keep Data Current

ExecAtlas isn’t just another standalone platform—it integrates directly with our CRM, ensuring our executive engagement data is always up to date. This allows our sales team to:

• View real-time relationship intelligence within Salesforce
• Automatically enrich contact records with executive profiles
• Receive notifications on key executive movements

With this integration, our CRM becomes a dynamic, always-current relationship intelligence hub, reducing reliance on outdated contact lists and ensuring our outreach is always informed and relevant.

Why This Matters

We don’t just talk about the power of relationship intelligence—we prove it. By using ExecAtlas daily, we validate its effectiveness and continuously refine the platform to maximize value for our clients via stronger executive connections, higher engagement rates, and faster deal cycles.

For organizations looking to move beyond cold outreach and harness the power of warm introductions, ExecAtlas is the game-changer. Want to see how ExecAtlas can help your team? Request a demo today.

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