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Competitive Analysis and Takeout

Identify your competitors’ weak spots, reach out to their customers at the best moment in the renewal cycle, and automate your takeout campaigns, all within the tools you already have.  

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How It's Done
Identify competitor gaps, engage customers with optimal renewal timing, and automate takeout campaigns using existing tools.

Challenges Facing GTM Leaders When Pursuing Competitors

Challenge

Challenges

  • Competitor Deployment Analysis. Sales teams lack info about the size of competitive installations, including annual spend and contract length.
  • Lack of Competitor Visibility. Not detecting presence means takeout opportunities are missed and/or deals stall or are lost.
  • Fragmented Data Sources. Manual, fragmented competitive research and account list-building.
  • Operationalizing Market Data. Reps struggle to find insights and RevOps can’t easily activate workflows due to disconnected data.
  • Siloed Tools and Disconnected Workflows. No connection between market intelligence and day-to-day sales execution when tools are siloed.
Solution

Solutions

  • Deep Competitor Data. Instantly reveal presence of specific products, technologies, breadth of installations, locations, and market trends.
  • Up-to-Date Competitive Targeting. Using multiple signals to instantly identify and prioritize accounts for displacement.
  • AI-Assisted Research. Automate account selection and outreach using AI-powered Agents.
  • AI Agent Assistance. Seamlessly connect insights to campaign execution and outbound motions for displacement impact.
  • AI-Assisted Workflows. Integrate competitive intelligence with sales and marketing operations.

Challenge

Solution

Challenge

Competitor Deployment Analysis

Sales teams lack info about the size of competitive installations, including annual spend and contract length.

Solution

Deep Competitor Data

Instantly reveal presence of specific products, technologies, breadth of installations, locations, and market trends.

Challenge

Solution

Challenge

Lack of Competitor Visibility

Not detecting presence means takeout opportunities are missed and/or deals stall or are lost.

Solution

Up-to-Date Competitive Targeting

Using multiple signals to instantly identify and prioritize accounts for displacement.

Challenge

Solution

Challenge

Fragmented Data Sources

Manual, fragmented competitive research and account list-building.

Solution

AI-Assisted Research

Automate account selection and outreach using AI-powered Agents.

Challenge

Solution

Challenge

Operationalizing Market Data

Disconnected intelligence; Reps struggle to find insights and RevOps can’t easily activate workflows.

Solution

AI Agent Assistance

Seamlessly connect insights to campaign execution and outbound motions for traceable impact.

Challenge

Solution

Challenge

Siloed tools and disconnected workflows

No connection between market intelligence and day-to-day sales execution when tools are siloed.

Solution

AI-Assisted Workflows

Integrate competitive intelligence with sales and marketing operations.

Solution Brief

How to Make Competitive Displacement Smart, Precise, and Effective.

HG Insights empowers teams to move rapidly from account identification to execution by integrating deep competitive intelligence with AI Agents, resulting in faster campaigns, higher win rates, and measurable sales impact.

Deeper Visibility

Uncover granular tech installs and competitor penetration within target accounts.

AI-Driven Segmentation

Instantly build competitive takeout segments across market and regions.

Integrated Workflows

Link actionable market insights to real-time sales campaign execution.

Dynamic Prioritization

Prioritize opportunities using install data, firmographics, and buyer intent.

Objective Intelligence

Leverage billions of evidence-based data points for unbiased competitive decisions.
Competitive Analysis & Takeout Use Case Walk through

Competitive Analysis & Takeout Webinar

Competitor displacement is among the highest-ROI motions in today’s B2B landscape. In this case-study webinar, we demonstrate how HG Insights agents automate competitive analysis, generate prioritized lists of displacement-ready accounts, craft impactful sales messages, and measure campaign effectiveness.

Watch Webinar

What Are the Key Steps for Effective Competitive Analysis and Takeout?

HG Insights’ AI Agent find which competitive products are best to displace, citing installed-base, alignment with ICP,  and more.

Identify Competitors
Analyze Segments
Prioritize Targeting
Generate Email Sequences

Define your competitive landscape.

  • Search and select competitive products or vendors using HG's comprehensive product database of over 100,000 technologies.
  • Users can identify both direct and indirect competitors across their market definition.
HG’s RGI Platform delivers AI-driven market, account, technology, spend, and buyer insights and automation to optimize GTM.

Track competitor velocity, trends, and segments.

  • Monitor competitor customer acquisition rates and new product detections over time across different market segments using our historical installation timeline.
  • Our proprietary data reveals which competitors are gaining momentum, at what velocity, and in which specific market areas they're expanding their footprint.

Assess segmentation to help prioritize targeting.

  • Assess competitor market share across your TAM/SAM/SOM definitions with detailed penetration percentages by industry, geography, company size, and revenue bands.
  • HG's technology provides precise installation counts and market penetration calculations.
Competitive Takeout Step 3

Automated authoring and sequencing of prospecting emails.

  • Generate competitor strengths and weaknesses using TrustRadius reviews and other signals.
  • Then, auto-generate prospecting emails and workflows specific to the opportunity and competitor presence.

Explore Other Use Cases

Market Sizing, ICP Design, and Segmentation
Competitive Analysis and Takeout
Whitespace Analysis
Territory Coverage and Optimization
Predictive Account Targeting, Prioritization, and Scoring
AI-Driven Sales Plays
B2B Data Enrichment for GTM Precision
Signal-based Account Prioritization
High Intent Lead Generation and Conversion
Maximize ABM Performance
Voice-of-the-Customer Generation and Activation
Inbound Marketing Automation
GTM Infrastructure for AI Agents

Resources

Image: The Definitive Guide to TAM SAM SOM
Briefs & Guides
The Definitive Guide to TAM SAM SOM
A precise GTM strategy begins with your TAM SAM SOM analysis.
Download
Image: ICP Master Class: Pinpoint Your Perfect-Fit Accounts with Technographics
Webinars & Events
ICP Master Class: Pinpoint Your Perfect-Fit Accounts with Technographics
If your pipeline is slowing down, your Ideal Customer Profile (ICP) could be to blame. In today’s fast-paced B2B world,...
Watch Now
Image: Competitive Marketing Intelligence: A Complete Guide
Briefs & Guides
Competitive Marketing Intelligence: A Complete Guide
What is competitive marketing intelligence? Competitive intelligence has long been used by sales and marketing teams to build the ‘big...
Learn More
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FAQ: Competitive Analysis and Takeout

How does HG Insights identify competitor presence in my target accounts?
HG combines proprietary technographic data and signal intelligence to identify the technologies used by each account, including competitor product installs. This enables you to see where your competitors are active, assess opportunity potential, and design targeted takeout plays.

Yes. You can sync HG data with Salesforce, HubSpot, and other CRMs to visualize competitor presence, prioritize accounts, and align sales and marketing around displacement goals.

Customers typically see higher win rates on competitive deals (25-30% improvement), lower cost-per-opportunity by focusing on in-market prospects, and faster sales cycles by targeting accounts with known observability needs.
Yes. HG offers unique fields your current tools can’t provide: product-level usage, office-level deployments, department-level usage, usage intensity scoring, verification dates for renewal timing, and detailed spend data. This granular, behind-the-firewall data unlocks displacement opportunities others miss.

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