When reps spend more time researching than selling.
Before a good first email, someone reads the company's website, checks its size, finds the right person and looks for a reason to write today. Twenty minutes per account. Then the notes never make it into the CRM.
How you know it's time.
- Research lives in browser tabs and private notes.
- The CRM is full of old titles and people who left.
- Outreach sounds generic because nobody had time to look.
- Two reps research the same account in the same week.
It isn't anyone's fault.
Research is judgment work, which is why it never got automated. Data vendors sell lists, but a list can't tell you why this company might care this quarter. So the job falls to reps, who rush it or skip it, and what they learn leaves with them.
What the work looks like.
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1
Define a good fit
We turn your best customers into written criteria: size, industry, the systems they run and the signs they're ready. That's the hard part, and it's specific to you.
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2
Gather from many sources
The system reads company websites, public filings, job posts and the data providers you already pay for, then writes one short brief per account.
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3
Link every fact to its source
Each claim in the brief links to where it came from, so a rep can check it in seconds. Anything without a source is marked as a guess or left out.
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4
Keep the CRM current
Approved findings update account and contact records. Anything that would overwrite existing data waits for a person to confirm.
Common questions.
Will it write and send the outreach too?
It can draft a first email from the brief. A person reviews and sends it. We don't build systems that send unreviewed email to prospects.
What about privacy rules?
Researching public business information is common practice, but rules on personal data and email outreach vary by country and state. We design to your requirements with your legal or compliance lead, and we respect sites that block automated access.
Which data sources does it use?
Yours first. We work with the sources you already license and add public ones where they help. If a paid source isn't earning its cost, we'll tell you.
Which CRMs does it work with?
Most, including Salesforce and HubSpot. If the CRM itself is the problem, see when a CRM doesn't fit.
Does this sound like your team?
Tell us what's going on. A few sentences is plenty.