Automate account research for sales teams

Great selling requires great research. AI gathers account intelligence automatically so your team engages with full context.

Full account context automatically

AI researches company background, identifies stakeholders, and surfaces buying signals. Every rep has the intel they need.

  • Company research
  • Stakeholder mapping
  • Buying signals

Deep research from multiple sources

AI pulls from LinkedIn, company websites, news, funding databases, and more. Get a complete picture of every account without switching between tools.

  • Multi-source research
  • Company news and updates
  • Org structure mapping
Workflow Running
1
Account identified
2
Gather company intel
3
Map stakeholders
4
Compile research brief

How to automate account research for sales teams

Accounts get assigned, research runs automatically.

01

Connect your systems

Link CRM and enrichment tools to Miniloop.

02

Define research criteria

What do you need? Contacts, tech stack, news, financials?

03

Accounts get researched

AI gathers intel and writes it to your CRM.

Company research on autopilot

AI gathers org charts, recent news, and competitive intel so your reps have context before every conversation.

Workflows

  • Lead Enrichment logo

    Lead Enrichment

    Apollo → HubSpot

  • Email Outreach logo

    Email Outreach

    Gmail sequences

  • Data Sync logo

    Data Sync

    Airtable pipelines

  • Social Publishing logo

    Social Publishing

    Twitter + LinkedIn

  • Meeting Prep logo

    Meeting Prep

    Calendar briefings

  • Content Generation logo

    Content Generation

    Notion drafts

Why sales teams automate account research

Reps sell, not research

More time for conversations, less for Googling.

Better engagement

Walk into calls with relevant intel.

Multi-thread effectively

Know all the stakeholders upfront.

Consistent research

Every account gets thorough research.

Competitive advantage

Know more about prospects than competitors do.

Why Sales Teams Struggle with Account Research

According to Salesforce's State of Sales Report, sales reps spend only 28% of their time actually selling. A LinkedIn State of Sales study found that 76% of top performers research accounts before outreach, but manual research takes 15-20 minutes per account. At 50 accounts per rep, that's 12-17 hours per week on research alone.

The trade-off is painful: thorough research means fewer accounts contacted, or more accounts contacted with shallow research. Neither drives optimal pipeline. Sales teams need comprehensive account intelligence without the time investment.

How Sales Teams Automate Account Research with AI

When sales teams automate account research, every rep gets deal intelligence without the research burden. Here's the workflow with Miniloop:

  1. Accounts assigned - From territory lists, routing rules, or intent signals
  2. AI researches each account - Company data, tech stack, recent news, funding, hiring patterns
  3. AI maps stakeholders - Decision makers, titles, contact info, org structure
  4. AI surfaces buying signals - Triggers that indicate readiness to buy
  5. Research syncs to CRM - Intel available in account records automatically

"Our reps were spending half their day researching. Now accounts come pre-researched and they spend that time in conversations. Pipeline per rep is up 40%." — VP of Sales, mid-market SaaS company

Sales teams using automated research report 30-50% more qualified conversations per rep with the same headcount.

What Makes Sales Team Research Different

Sales teams need actionable intelligence that drives outreach, not just background information:

Sales NeedWhat AI Provides
Company overviewSize, revenue, industry, growth trajectory
Tech stackCurrent tools, potential integration points, competitor products
Buying signalsFunding, hiring, leadership changes, expansion news
Stakeholder contactsVerified emails, phone numbers, LinkedIn profiles
Competitive contextCurrent vendors, contract timing, switching indicators

The best sales research answers one question: why should this account buy now? AI surfaces the triggers and context that turn cold outreach into timely, relevant conversations.

Getting Started

Most sales teams connect AI research to their CRM in under an hour. Research runs automatically as accounts enter territories, so reps always engage with full context.

Frequently asked questions about automated account research for sales teams

Ready to automate account research?