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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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  • Introduction
  • Video Introduction to Account Research
  1. ACCOUNT RESEARCH

Overview

Use AI-powered research to help your team identify and prioritize high-potential accounts.

PreviousWelcomeNextFeatures

Last updated 6 months ago

Account Research harnesses AI to empower RevOps teams to address critical data gaps that complicate strategic decisions, such as segmentation, territory design, and ABM prioritization.

These gaps often arise from the limitations of bulk data enrichment and the subjective nature of human-level research conducted by sales reps. By providing comprehensive account information, Account Research merges the adaptability of human insights with the scalability of software solutions.

Introduction

While bulk data enrichment delivers essential data points, organizations often struggle to transform these attributes into actionable insights for company-wide decisions. On the other hand, rep prospecting tools assist sales teams with targeted outreach but fall short in facilitating systematic prioritization.

This disconnect results in less accurate and efficient segmentation, territory planning, and account prioritization. Many teams attempt to bridge this gap through outsourcing, which can be both challenging and costly.

Account Research automates tasks traditionally handled by human teams, offering a cost-effective and scalable alternative.

Video Introduction to Account Research