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  • Welcome
  • ACCOUNT RESEARCH
    • Overview
      • Features
    • Market Map
      • Account Import
        • Salesforce
        • HubSpot
      • Salesforce Integration
        • How to Install Similar Accounts Component
      • CRM Export
        • Salesforce
        • HubSpot
      • FAQs
        • Attributes in Market Map
    • AI Researcher
      • How to create & configure an AI Researcher
      • Writing effective prompts
      • Prompt examples
      • Managed AI Researcher
    • Lookalikes
    • Credits
  • Bookbuilder
    • Overview
    • Enroll Accounts
    • Target Books
      • Target Book Report
      • Edit Reps
    • Account Coverage
      • Market Coverage
      • Rep Coverage
      • Working Activities
    • Transfer Accounts
      • Concepts
      • Account Pool
      • Distributions
      • Retrievals
      • Returns
      • Templates
      • Scheduling
      • Troubleshooting
    • How-to Guides
      • How to Rank Accounts for Distributions and Retrievals
      • How to Use the "Is In" Operator
  • Routing
    • Overview
    • Dashboard
    • Round Robin Queues
      • Create Queues
      • User Availability Status
      • User Working Hours
    • Users
    • Capacity Meters
    • Lead and Account Matching
    • Automation
      • Automation Executions
      • Log Entries
  • Automation Builder Kit (ABK)
    • Getting Started
    • Actions
      • Assignment
        • Directly Assign Items
        • Round Robin Assign Single Item
        • Round Robin Assign Multiple Items
        • Schedule and Assign Single Item
      • Dynamic Books
        • Retrieval
      • Flow Lifecycle
        • Execute Subflow
        • Failed
        • Finish
        • Resume
        • Start
      • Leads
        • Convert Lead
        • Convert Multiple Leads
      • Logs
        • Log Message
      • Matching
        • Match Account to Account
        • Match Lead to Account
        • Match Lead to Contact
        • Match Lead to Lead
      • Next Steps
        • Add Person to Campaign
        • Add Person to Sales Engagement Cadence
        • Check Person Enrollment in Cadence
        • Create Task
        • Send Single Assignment Email
        • Send Slack Message
      • Users
        • Get Used Capacity
        • Update Capacity
        • Update Weight
      • Utils
        • Evaluate Domain against Denylist
      • Advanced
        • Build Record Map from Lookup
        • Build Record Map from Field
        • Build Text Collection from Field
        • Convert ItemAssigned to Assignment
        • Execute SOQL
        • Get Record from Record Map
        • Assign Pending Items for Multiple Queues
        • Assign Pending Items for Single Queue
        • Enqueue Multiple Items
        • Enqueue Single Item
    • Models
      • AccountMatchResult
      • AccountToAccountMatch
      • Assignment
      • ConvertLeadRequest
      • ConvertLeadResult
      • DomainEvaluationResult
      • GenericSObject
      • LeadToAccountMatch
      • LeadToContactMatch
      • LeadToLeadMatch
      • QueueUserWeight
      • RecordMap
  • Integrations
    • Getting Started
    • Slack
    • Google Workspace
    • Microsoft 365
    • Salesloft
    • Outreach
  • Advanced
    • Salesforce Permissions
  • Miscellaneous
    • Changelog
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  • What is a Credit?
  • Subscription Tiers
  • Credit Usage
  1. ACCOUNT RESEARCH

Credits

This guide provides a comprehensive overview of our credit system and subscription tiers to help you maximize your Account Research capabilities.

What is a Credit?

In the context of Account Research, a credit is a unit of measurement used to quantify your usage of our Account Research services. Each credit allows you to perform specific tasks that enrich your account data, sourcing, and segmentation capabilities.

Important: All Account Research tasks cost 1 credit per account enriched, sourced, or segmented. Managing your credits effectively ensures you get the most out of our services without unexpected interruptions.


Subscription Tiers

We offer three subscription tiers tailored to meet varying business needs. Each tier provides a set of features and a specific credit allocation to support your Account Research activities.

Tier 1: Starter

Price: $299 per month, paid annually Credits: 24,000 credits Features:

  • Unlimited Admin Users: Manage your team without additional costs.

  • AI Account Researcher: Automatically scrape the web for comprehensive account data.

  • Market Map: Score and segment accounts to prioritize your efforts.

  • Lookalikes: Source and enrich new accounts that match your ideal customer profile.

Tier 2: Growth

Price: $799 per month, paid annually Credits: 36,000 credits Includes Everything in Starter, Plus:

  • 10,000 Dynamic Accounts: Access and manage a larger pool of dynamic accounts.

  • 10 Rep Users: Support a larger sales team with multiple users.

  • Bookbuilder: Create dynamic territories for more effective sales planning.

  • Lead and Account Routing: Automate the distribution of leads and accounts to your sales team.

  • Rep Coaching with Account Engagement Analytics: Gain insights to coach your reps effectively.

  • Market Segment Reporting: Identify coverage gaps with detailed market segment analysis.

  • Integrations: Seamlessly integrate with tools like Slack, Salesloft, Outreach, and more to streamline your workflow.

Ideal For: Growing businesses that require advanced features and integrations to support a larger sales team and more complex account management.

Tier 3: Enterprise

Price: Custom pricing, paid annually Credits: Up to 2M credits Includes Everything in Growth, Plus:

  • 1M Dynamic Accounts: Scale your account research with an extensive dynamic account pool.

  • 1,000 Rep Users: Support a large sales organization with extensive user access.

  • Managed AI Researchers: Get dedicated AI researchers to handle complex and specialized use cases.

  • Custom Workflow Implementation: Tailor workflows to fit your unique business processes.

  • Premium Customer Support: Enjoy priority support, including a dedicated Slack channel for real-time assistance.

Ideal For: Large enterprises with extensive account research needs, requiring customized solutions and premium support to manage complex and large-scale operations.


Credit Usage

Every action within Account Research consumes credits based on the number of accounts you enrich or segment. Here's how credit usage works:

  • AI Researcher: Adds detailed information to an existing account profile.

  • Market Map: Categorizes an account based on predefined criteria for targeted sales efforts.

  • Lookalikes: Source new high-potential accounts based on customer similarity.

Cost: 1 credit per account enriched, segmented, or sourced.

Example:

  • If you enrich 1,000 accounts, you will use 1,000 credits.

  • If you segment 500 accounts, you will use 500 credits.

Note: It's essential to monitor your credit usage to ensure you have sufficient credits for your ongoing and upcoming Account Research tasks. With every task you run, you will see a pop up that will tell you how many credits you will use and how many will be leftover after the task is completed.

If you need more credits, please reach out to your Customer Success Manager.

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Last updated 7 months ago