Use Case

AI Sales Intelligence and Account Research Automation

Sales reps spend hours each week on research that AI can do in minutes. We build systems that deliver account intelligence automatically, so reps spend their time selling, not searching.

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The Challenge

Enterprise sales teams face a research problem at scale. Before every discovery call, a rep should know the prospect's recent earnings reports, strategic initiatives, leadership changes, competitor situation, and likely pain points. In practice, most reps spend 20-40 minutes gathering this information if they do it at all — and many go into calls underprepared because the research time simply is not there.

Our Approach

We build AI sales intelligence systems that automatically gather and synthesize account intelligence for every prospect and customer — pulling from public sources, your CRM, intent data, and industry news — and deliver a structured pre-call brief to the rep before each meeting. The system runs on a schedule so briefs are ready before reps even know they need them.

How We Do It

Account Profile Enrichment

AI enriches your CRM accounts with current data from public sources — company size, revenue estimates, technology stack, recent news, job postings that signal business priorities, and financial filings for public companies. Enrichment runs automatically when new accounts are created and refreshes periodically for active opportunities.

Pre-Call Brief Generation

Before each scheduled customer or prospect meeting, AI generates a structured call brief — recent company news, strategic initiatives, relevant pain points, account history from your CRM, suggested questions, and competitive talking points. The brief is delivered to the rep via email or Slack before the meeting.

Competitive Intelligence Integration

AI monitors competitor announcements, product launches, pricing changes, and win/loss patterns from your CRM notes. Reps receive competitive alerts when a relevant competitor makes a move in an account they own, with suggested responses aligned to your competitive positioning.

Signal-Based Outreach Triggers

AI monitors buying signals — job postings indicating a relevant initiative, executive changes, earnings calls mentioning relevant priorities, funding events — and alerts reps or automatically creates outreach tasks in your CRM when a trigger fires on an account in their territory.

What You Get

✓Reps save 25-35 minutes per call on manual research, adding 2-3 additional calls per week per rep

✓Discovery call quality scores improve as reps arrive better prepared with relevant context

✓CRM data completeness increases 60% as enrichment runs automatically versus relying on rep data entry

✓Pipeline response to buying signals improves as reps act on triggers within hours instead of missing them entirely

Technology Stack

Claude 3.5 SonnetTavily Search APISalesforce APIHubSpot APIApollo.io APIPinecone

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Industries We Serve

Retail & E-commerce Financial Services

Frequently Asked Questions

What CRM systems do you integrate with for sales intelligence?+

We integrate with Salesforce, HubSpot, Microsoft Dynamics, and Pipedrive. The integration reads account and opportunity data to provide context for research, and writes enriched data and call briefs back to the CRM so everything is in one place. Reps access briefs in whatever tool they already use.

Can the AI research companies that are private and have limited public information?+

Yes, though the depth of research varies with the volume of public information available. For private companies, we use job postings, LinkedIn data, local business news, Glassdoor reviews, and industry databases. You get less than you would for a public company, but substantially more than a rep would gather manually. We are transparent about data coverage by company type.

How do you handle data privacy — are you scraping data in ways that could cause legal issues?+

We use compliant data sources — licensed APIs, search APIs that index publicly available information, and data providers with appropriate terms of service. We do not scrape in ways that violate robots.txt or terms of service. We will tell you during scoping which data sources we plan to use and you can approve them.

What does a pre-call brief actually look like?+

A typical brief includes: company overview with recent changes, latest relevant news items with dates, the account's CRM history and open opportunities, a section on likely pain points based on their business situation, 3-5 suggested discovery questions tailored to the meeting context, and a competitive overview if a competitor is known to be in the deal. The entire brief fits on one page and takes under 3 minutes to read.

Ready to build this for your team?

We take this from concept to production deployment. Usually in 3–6 weeks.

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