Your Research Agent consolidates 1,000+ sources into a SWOT-style account brief in minutes — not hours.
Comprehensive account intelligence, delivered in seconds.
One-click briefs covering strategic initiatives, financial performance, competitive landscape, and key risks — synthesized from 1,000+ sources.
AI-generated strengths, weaknesses, opportunities, and threats for every account — grounded in real data, not generic templates.
Key themes, executive quotes, and strategic priorities extracted from earnings call transcripts — so reps don't have to read 40-page filings.
AI-generated conversation starters and value hooks tailored to each account's specific situation, initiatives, and challenges.
Continuously updated org charts, executive changes, and technology stack data — so reps always know who to talk to and what they use.
Understand which competitors are in the account, what solutions they use, and where your differentiation is strongest.
| Tool | Limitation | Research Agent |
|---|---|---|
| Manual Google / LinkedIn searches | Time-intensive, inconsistent, misses key sources | 1,000+ sources synthesized into a single brief — no tabs, no copy-pasting |
| Reading 10-Ks and earnings transcripts | Hours per filing, most reps skip them entirely | AI-extracted key themes, executive quotes, and strategic priorities in seconds |
| ZoomInfo + ChatGPT combo | Generic company descriptions, no live signal data | Real-time intelligence from live sources — earnings, news, filings, job posts, and more |
| Analyst reports | Expensive, coverage limited to large-cap companies | Deep intelligence on any company — public or private — with no per-report cost |
Import your accounts from Salesforce or HubSpot. Research Agent maps each account and begins building intelligence profiles immediately — most teams are live within a day.
The agent continuously monitors news, filings, earnings calls, job postings, tech adoption, and more. Every change is captured, synthesized, and tied back to your accounts.
Before any call or meeting, reps open a one-click account brief with AI-generated talking points, strategic initiatives, leadership changes, and competitive context.
“It's not even just about saving time — it's about uncovering things we otherwise might not research. Salesmotion helps us connect Guild to what's already publicly important to the company.”
Derek Rosen
Director, Strategic Accounts, Guild Education
Research Agent pulls from over 1,000 sources including company news, SEC filings, earnings call transcripts, job postings, technology adoption signals, press releases, clinical trials, and more. Everything is synthesized into a single account brief.
Research Agent's output is anchored to real, cited sources — not generated from generic training data. Every insight links back to its source so reps can verify anything. Customers like Cytel report that the quality matches or exceeds what reps produced manually, at a fraction of the time.
Yes. You can configure which intelligence categories are emphasized in account briefs, set up custom alert thresholds, and tailor AI-generated talking points to your value proposition and sales methodology.
Signal Agent detects buying signals in real time. Research Agent uses those signals alongside deep account data to build comprehensive briefs. When a signal fires, the research brief is automatically updated with the new context — so reps always have the latest intelligence.
Most teams are live within 1-3 days. Connect your CRM and import your account list — Research Agent handles the rest, building intelligence profiles automatically. Incredible Health went live in 3 days.
A Signal Agent, Research Agent, and Outreach Agent — working 24/7 so your team spends less time researching and more time closing.
