Gradient Works Docs
ProductDynamic BooksPricingRequest Demo
  • 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
Powered by GitBook
On this page
  1. ACCOUNT RESEARCH
  2. Overview

Features

PreviousOverviewNextMarket Map

Last updated 6 months ago

Account Research core capabilities

Account research includes three AI powered capabilities:

Capability
What
Why
How

Market Map scores prospects based on their similarity to existing customers and groups accounts into targetable segments.

Using outdated government classifications like NAICS to categorize prospects leads to imprecise targeting that fails to meet the needs of modern sales strategies.

Market Map employs AI to crawl the web and analyze natural language related to products, services, and market positioning.

AI Researcher functions like ChatGPT for your missing data, transforming inquiries about prospects into actionable CRM attributes for targeting.

RevOps teams often face gaps in strategic data necessary for segmentation, territory planning, and ICP analysis—data that is challenging to acquire at scale, forcing them to rely on reps or operate without it.

AI Researcher intelligently crawls the web for each prospect, utilizing a large language model (LLM) to transform raw content into valuable insights.

Lookalikes analyzes a list of known high-quality accounts and generates a list of new, similar prospects.

Targeting companies similar to existing success stories simplifies the sales process, making it essential for every sales organization to access more prospects like these.

Lookalikes matches reference accounts to prospects using a method similar to Market Map, sourcing prospects from our curated company database and enriching them with firmographic data from third-party providers.

Market Map
AI Researcher
Lookalikes