Report:

STRATEGIC SALES INTELLIGENCE BRIEFING
Company Name: [Redacted – State Government Entity]
Lead ID: INTK-2025-88267
Prepared by: Intentrack.ai

  1. COMPANY CONTEXT
    – Large public sector organization evaluating project portfolio and agile management tools, relevant for enterprise PPM and agile solution providers.
  2. SUMMARY INSIGHT
    – Government buyer shows intent to modernize IT and program management stack, suggesting active evaluation of digital transformation partners.
  3. EXECUTIVE SUMMARY
    – Multiple product comparison activities indicate mid-to-late stage evaluation.
    – Enterprise-scale opportunity given agency size (10K–50K employees).
    – Likely aligned to multi-year modernization initiative with high budget potential.
    – Strategic recommendation: position as trusted transformation advisor, emphasizing compliance, security, and scalability.
    – Timing: 30–90 day active window for influence, with procurement processes extending longer.
  4. COMPANY PROFILE
    – Industry: Government Administration
    – Sub-Industry: Not provided
    – Headquarters: [Redacted – U.S. State Capital]
    – Company Size: 10,000–50,000 employees
    – SIC Code: 9199
    – Annual Revenue: Not provided
    – Website: [Redacted]
    – LinkedIn: [Redacted]
  5. BUYER INTENT SIGNALS
    – Activity Date: August 20, 2025
    – Activity Type: Comparison views
    – Products/Vendors Explored: Planview Portfolios, Planview AgilePlace, Planview PPM Pro
    – Categories: Project Portfolio Management, Agile Development
  6. BUYER INTENT SCORE & RATIONALE

Scoring Breakdown:
– Recency of Activity (25%): Recent (Aug 2025) → +23
– Depth of Engagement (25%): Detailed comparison of 3 enterprise tools → +24
– Breadth of Interest (20%): Multiple overlapping categories → +18
– Firmographic Fit (20%): Large government buyer, high budget alignment → +20
– Signal Frequency (10%): 2 strong activities, same day → +7

Rationale:
– Strong comparative evaluations indicate structured vendor assessment.
– High firmographic alignment with government modernization needs.
– Procurement timelines may elongate cycle, but urgency window is active.
– Limitations: Budget approval cycle not visible.

Overall Buyer Intent Score: 92/100

  1. STRATEGIC SALES IMPLICATIONS
    – Buyer stage: Evaluation/Decision.
    – Likely business challenge: Aligning IT modernization with agile governance.
    – Competitive risk: Incumbent vendors (Planview) have strong foothold.
    – Discovery gaps: Procurement authority, decision-making body, and budget allocation.
  2. OUTREACH PLAYBOOK
    – Target Roles: CIO, Director of Program Management, Chief Digital Officer.
    – Messaging Hook: Highlight ability to deliver secure, compliant enterprise-scale PPM and agile transformation.
    – Proof Point: Demonstrated ROI in reducing program delays and improving transparency.
    – Channel Priority: LinkedIn → Formal email → Government procurement forums.
    – CTA: Executive briefing on agile portfolio modernization in public sector.