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The Seller Profile helps Dealtree understand what you sell, who you sell to, and how your product or service creates value. This context is important because Dealtree uses it when generating buying committee insights and action plans. The more clearly you describe your product, the better Dealtree can understand which stakeholders may matter in a deal and what actions may help you move the account forward.

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What is the Seller Profile?

The Seller Profile is where you add information about your own product or service. It usually includes details such as:
  • Product name
  • Product category
  • Product description For example, if you are selling a sales intelligence platform, you can describe what the platform does, who uses it, and what business problem it solves. Dealtree uses this information to make account recommendations more relevant to your sales process.

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Why the Seller Profile Matters

Different products involve different buyers. For example, a sales tool may involve sales leaders, RevOps, SDR managers, AEs, and procurement. A technical infrastructure product may involve CTOs, engineering leaders, security teams, and technical evaluators. By setting up your Seller Profile, you help Dealtree understand the type of stakeholders that may be involved in your buying process. This can improve:
  • Buying committee mapping
  • Stakeholder role analysis
  • Action Plan recommendations
  • Multi-threading suggestions
  • Messaging direction for different stakeholders

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Where to Find the Seller Profile

You can access the Seller Profile from the left sidebar. Click Seller to open the Seller section. From there, you can add or update your product information.

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What You Should Add

When filling out your Seller Profile, try to be clear and specific. Add information such as:
  • What your product or service does
  • Who usually uses it
  • Who usually approves or buys it
  • What pain point it solves
  • What outcome customers expect from it
  • Any category or market your product belongs to A clear Seller Profile helps Dealtree create more useful account intelligence.

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Example

If you sell a sales intelligence platform, your Seller Profile may say: Product Name: Dealtree Product Category: Account Intelligence Platform Product Description: Dealtree helps sales teams generate org charts, map buying committees, and create multi-threaded action plans to close B2B deals faster. With this context, Dealtree can better understand that sales leaders, RevOps, founders, AEs, SDRs, and procurement may be relevant stakeholders in target accounts.

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Important Notes

  • Set up your Seller Profile before generating buying committees and action plans.
  • Keep your product description specific and easy to understand.
  • Update your Seller Profile if your positioning, target customer, or product offering changes.
  • A vague Seller Profile may lead to less relevant recommendations.
  • The Seller Profile is used to improve Dealtree’s account intelligence, not just to store company information.

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Next Step

After reviewing the Seller Profile, add your product name, product category, and product description so Dealtree can generate more relevant recommendations for your accounts.