Account research
Give sellers a current, source-backed view of the account, its priorities, stakeholders, risks, and the most credible path into a conversation.
1.
Set the questions
Define what sellers need to know about strategy, priorities, people, risk, and timing.
2.
Assemble the evidence
Bring together CRM history, internal context, and verified external research.
3.
Form the point of view
Turn facts into discovery hypotheses, relationship gaps, and a credible reason to engage.
4.
Deliver and refresh
Put the brief where sellers work and update it when material context changes.
Evidence in, action out.
The operating problem
Account context is scattered across CRM, public sources, internal documents, and seller memory.
How the workflow runs
Research each account against agreed questions, verify findings, summarize evidence, and refresh material changes.
Evidence and inputs
CRM history, meetings, account plans, company sources, filings, news, hiring, technology, leaders, and internal knowledge.
Actions and handoffs
Create dossiers, map stakeholders, surface gaps, prepare discovery hypotheses, recommend angles, and write context back to CRM.
Operating outcome
Sellers enter conversations with a point of view and spend less time assembling basic context.
Controls for production
Approved sources, citations, freshness, internal access, confidence labels, seller editing, and customer-facing review.
Turn scattered facts into combined intelligence
Saber connects account evidence to discovery hypotheses, stakeholder strategy, and a useful next move.
Forge
Connects CRM history, meetings, plans, and internal knowledge.
Heimdall
Monitors filings, hiring, leadership, and technology changes.
Mimir
Captures sourced evidence and fills gaps in account data.
One intelligence layer from plan to delivery
16x
Faster time-to-insight
5
Fewer tools needed
80%
Avg. cost reduction
8 hrs
Saved per team per week
Deliver account intelligence inside the seller workflow
Read CRM and meeting context, add verified external research, then write back briefs, stakeholder maps, risks, and discovery hypotheses where sellers work.
Turn AI potential into real business outcomes
Resources
Certified
Compliant
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