Logo
Log In

B2B Case Study

US B2B Financial Services Decision Maker Insights by Datanal Project Overview

Project Overview :

Datanal successfully conducted a targeted B2B market research study in the USA (specific states), focusing on financial services decision-makers. Our objective was to gather high-value insights from key personnel within specific industries and revenue brackets.

Challenge :

  • The primary challenge was reaching a highly precise and influential B2B audience:
  • Specific Job Titles : Owner, CEO, CFO, President, etc., with decision-making authority.
  • Defined Industries : Across 15 diverse sectors (e.g., Technology, Healthcare, Manufacturing).
  • Revenue Filter : Companies with $10 Million to $1 Billion annual revenue.
  • Geographic Focus : Limited to specific US states.
  • Efficiency : Deliver 40 completes within a tight timeframe and a highly competitive CPI.

Solution :

Datanal's Targeted B2B Approach: Datanal leveraged its specialized B2B panel and proprietary targeting methodologies to pinpoint the exact audience. Through strategic CAWI deployment and continuous optimization, we ensured:

  • Precision Targeting : Sophisticated profiling to identify individuals meeting all industry, revenue, and job title criteria.
  • Streamlined Screening : An efficient screener (30% IR) to quickly qualify relevant respondents.
  • Cost-Effective Execution : By optimizing our recruitment and fieldwork processes, Datnal delivered this complex study at a significantly competitive CPI.
  • Rapid Turnaround : Our agile operations ensured the project was completed in a minimal number of days, exceeding client expectations for speed.

Project Results :

Market: USA (Specific States)
Audience: Full-Time/Self-Employed B2B Decision-Makers (Diverse Industries, $10M-$1B Revenue)
Achieved Completes: 40
Length of Interview (LOI): 15 minutes
Incidence Rate (IR): 30%

Key Successes :

Achieved high-quality completes at a highly competitive CPI and delivered results in record time, underscoring Datanal's efficiency in complex B2B research.

Conclusion :

This project highlights Datnal's robust capability in executing highly targeted and complex B2B market research. We successfully navigated stringent audience criteria to provide our client with critical financial services insights, demonstrating our commitment to delivering exceptional value, speed, and precision in every project.