To truly personalize your sales and close more deals, you need deep, targeted insights. Customizing Account Research Agents let you get exactly that.

By adding custom focus areas to your already robust research agents, your team can pull specific, high-value data points for your target accounts, building a comprehensive picture that empowers your sales team. 

Here are six examples of Account Research Agents you can create to revolutionize your sales intelligence:

1. Key Company Events & Mentions

Field Name: Key Company Events & Mentions

Instructions: Identify recent (last 30-60 days) news articles, press releases, or significant public mentions related to this company that include any of the following keywords: "Merger", "Acquisition", "Recent Funding", "Key talent join", "Key talent leave", "Employee growth", "Technology adoption".

Why it matters: Staying on top of a company's major developments gives you immediate talking points and helps you understand their current strategic direction. A merger might signal new budget allocation or a shift in priorities, while a key talent joining or leaving could indicate changes in leadership or departmental focus. This intelligence allows you to tailor your pitch to their evolving needs.

2. Corporate Customers

Field Name: Notable Corporate Customers

Instructions: Identify any publicly named corporate customers or key clients of this company. Look for mentions in case studies, testimonials, press releases, or partner sections of their website. List the names of these organizations if found.

Why it matters: Knowing who a company sells to provides invaluable insights into their target market, industry focus, and even their perceived value proposition. If their customers align with your ideal client profile, it's a strong indicator of fit and can be leveraged for social proof and case study examples.

3. Top Competitors

Field Name: Primary Competitors

Instructions: Identify and list the main organizations considered to be the top direct competitors to this company in their primary market(s).

Why it matters: Understanding a prospect's competitive landscape allows you to position your solution effectively. You can highlight your differentiators, address potential objections related to competitors, and showcase how you provide a superior alternative or complementary offering.

4. Sales Hiring

Field Name: Sales Team Hiring Focus

Instructions: Identify any active job postings for sales roles (e.g., SDR, BDR, Account Executive, Sales Manager, Sales Operations, RevOps) within the last 3-6 months. Note the types and seniority of roles being hired for, and if available, the number of open positions for each key role.

Why it matters: Sales hiring trends offer a direct window into a company's growth plans and sales strategy. Are they expanding their outbound efforts (SDR/BDRs)? Are they focused on closing larger deals (Account Executives)? Are they investing in optimizing their sales process (Sales Operations/RevOps)? This information helps you understand their immediate challenges and where your solution might fit.

5. Focus on Competitive/Complementary Tech Stack

Field Name: Current Sales Engagement/Enablement Stack

Instructions: Identify any specific sales engagement, sales enablement, conversation intelligence, or forecasting tools the company is publicly mentioning using or hiring for (e.g., Outreach, Gong, Clari, Highspot, Seismic, Salesforce Sales Cloud modules, HubSpot Sales Hub). Note if they are Salesloft customers or former customers.

Why it matters: Knowing a prospect's current tech stack is crucial for understanding their existing workflows, potential pain points, and integration opportunities. If they're using a complementary tool, you can highlight seamless integration. If they're using a competitor's product, you can articulate your advantages. Identifying Salesloft customers (or former customers) is especially valuable for targeted outreach if that's your specific niche.

6. Revenue/Sales Initiatives

Field Name: Stated Revenue/Sales Team Initiatives

Instructions: Review recent company reports (annual reports, investor briefings if public), executive interviews, or articles featuring their sales/revenue leadership. Identify any publicly stated strategic initiatives, goals, or challenges related to sales productivity, pipeline growth, sales team expansion, GTM strategy changes, improving forecast accuracy, or adopting new sales technologies for the current or upcoming year.

Why it matters: This is the "holy grail" of sales intelligence. Understanding a company's stated revenue and sales initiatives allows you to align your messaging directly with their highest-level strategic objectives. Your solution isn't just a product; it's a key to helping them achieve their announced goals.

By implementing these customer Account Research Agents, your sales team can engage with prospects in a truly informed and personalized way. This not only increases your chances of success but also builds stronger, more valuable relationships. 

Use these examples as a starting point to create the specific agents that will provide the most value for your business.