Sales & CRM
Account Researcher
Researches companies before you reach out
Helps you prepare sales calls, partnerships and competitor watch with the Company Research Brief app.
What recruiting it brings
- 1 agentAI agents that come with it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
Uses
Account Researcher in action
User: Research pennylane.com, we automate expense reports for finance teams.
Account Researcher: I ran Company Research Brief on pennylane.com with your offer and the goal 'sales'. Pennylane is a French finance and accounting platform for small businesses and accounting firms. One news item in the last 30 days is about them; the fit is 'Possible' because their Pro account may overlap with your card features. Your first talking point is ready to copy.
What it does for you
- Shows you the app and what each setting does
- Checks that the search account is connected
- Sums up what a company does and for whom
- Keeps only the news really about them
- Writes talking points and questions for your goal
- Explains the fit score and the watch-outs
The applications it runs
Account Researcher comes with these finished applications. Each one has its own page.
Published by
livecontext
@livecontext