What information do I need to run a Strategic Profiling project?

Recommended fields for running a Strategic Profiling project are DUNS numbers and the accompanying closed-won opportunity dollar amounts from the past 12 months, pulled from a CRM-related source.

If you don't have DUNS, the required fields are unique identifier, company name, and country. A unique identifier can be anything that has a different value for every row in your file, such as Account ID. 

The more fields you include, the more detailed and accurate the Strategic Profile will be in assessing your data. We recommending mapping to as many of the following fields as possible:

  • D-U-N-S
  • Phone Number
  • Street Address
  • City
  • State
  • Country
  • Zip
  • Industry
  • Revenue
  • Employees
  • Deal Size

For the results to be statistically significant, your file must have at least 100 matched DUNS that are HQ's or Single Locations.

If you don't already have DUNS numbers, make sure to include additional fields such as address information on the file you upload, that way Analyze and Strategic Profiling can find the most accurate DUNS matches while running.


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