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Account research

Walk into every account call already knowing the room.

Ask about any account in plain English. Get the open deal, the risks, the buying committee, who's engaged and what to do next, each tied to a signal.

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Account research
Brief me on Ferro Analytic
OPEN DEAL
Platform expansion · proposal sent 12 days ago
Owner: Hugo Brandt · close date this quarter
RISKS
Finance hasn't replied in 3 weeks
Comparison page viewed twice this week
BUYING COMMITTEE
Leila Navarro, VP Operations · supporter
Sven Aalto, CFO
Nadia Haddad, IT lead
INTENT
EVALUATING
Security page ×3 · 2 replies
NEXT ACTIONS
1. Send Nadia the security pack. She's read the security page three times.
2. Ask Leila to bring Sven to Thursday. Pricing is the open question.
The buying committee

See who's involved and how warm each one is.

Who's on the buying committee and who's supporting you, each with where they stand, from the activity already on your records.

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Account research
Who's involved in the
LN
Leila Navarro
VP Operations
SupporterREADY
SA
Sven Aalto
CFO
Buying committeeCOLD
NH
Nadia Haddad
IT lead
Buying committeeEVALUATING
OP
Owen Price
Ops Analyst
SupporterENGAGED
Risks, with evidence

Know what could stall the deal before it stalls.

Silent decision makers, comparison-page visits and unanswered emails surface as named risks, each with the activity behind it, so nothing rests on a hunch.

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Account research
What could stall
The CFO hasn't engaged
Sven Aalto opened 1 of 4 emails · no reply in 3 weeks
They're comparing options
Comparison page viewed twice this week
Security review not started
IT lead has read the security page 3 times, no questions asked
Engagement, every channel

Know who's leaning in and who's gone quiet.

Email replies, website visits, LinkedIn activity and meetings, per person, in one timeline. No more piecing an account together from five tabs.

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Account research
How has Ferro Analytic
MonLeila NavarroReplied: “Can we see the routing setup?”EMAIL
TueOwen PriceRead the case study, 4 minutesWEBSITE
WedNadia HaddadSecurity page, third visitWEBSITE
WedLeila NavarroAccepted the connection requestLINKEDIN
ThuSven AaltoOpened the proposal, no replyEMAIL
Next actions

Next steps tied to what the account just did.

Ask what to do next or who to bring in. Every suggestion comes with the signal behind it, so you know why it matters now.

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Account research
What should I do next
✦Send Nadia the security packSecurity page ×3 this week
✦Get Sven on Thursday's callPricing is the open question
More in account-based
ABM playsA play per must-win accountSee how →Visitor identificationCompanies that never fill a formSee how →Key account alertsOwner alerted when they visitSee how →
Part of a bigger motion:OutboundInboundFull-funnelPLGAccount-based
Your day with Lazure

Tomorrow, you walk into the big call knowing the whole account.

8:45
One question. The whole account.

Ask about any account and get the brief back: the deal, the people, the next step.

11:00
Know who's for you, and who isn't yet.
14:00
The risks, before they stall the deal.
17:30
Tomorrow's next steps, already set.
8:45
Account intelligenceYOU
✦
Open deal
Platform expansion · in evaluation
Buying committee
Dalton Hayes, Monica Reyes, Imran Qureshi
Next step
Bring IT into Thursday's call
8:45
One question. The whole account.

Ask about any account and get the brief back: the deal, the people, the next step.

Account intelligenceYOU
✦Brief me on Fenwick Health before Thursday's call
Open deal
Platform expansion · in evaluation
Buying committee
Dalton Hayes, Monica Reyes, Imran Qureshi
Next step
Bring IT into Thursday's call
11:00
Know who's for you, and who isn't yet.

Supporters and the rest of the buying committee, with where each one stands.

Fenwick HealthYOU
Fenwick Health · the room
DH
Dalton Hayes · CRO
Supporter
EVALUATING
MR
Monica Reyes · VP Operations
Buying committee
ENGAGED
IQ
Imran Qureshi · Head of IT
Buying committee
CURIOUS
14:00
The risks, before they stall the deal.

Quiet stakeholders and competitor mentions surface early.

Fenwick HealthYOU
Risks
Imran has gone quiet
No reply since the demo
A competitor came up
Mentioned in Monica's last reply
17:30
Tomorrow's next steps, already set.

Each next action comes with the signal behind it.

TonightYOU
Next steps for Thursday
1
Invite Imran to a security walkthrough
Gone quiet since the demo
2
Send Monica the rollout plan
Asked about timelines in her last reply
3
Share the case study with Dalton
Clicked your pricing link yesterday
Off your plate
Reading the account's historyMapping the buying committeeHunting for risksChecking who's engagedWriting the call planDeciding the next step
What's left
The conversation
The relationships
The close
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