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 |
| Data providers + generic AI | 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
“My ultimate goal is to know more about the company than they know themselves. Before, that took hours across multiple tools. With Salesmotion, I can get there in 30 minutes or less and walk into a Fortune 500 conversation fully prepared.”
Jeff Dalo
Senior Director Business Development, Analytic Partners
“Salesmotion is helping Cytel elevate our enterprise sales performance by embedding account intelligence directly into our workflow. The platform gives our commercial team real-time visibility into key account movements.”
Jonathan Burr
Chief Commercial Officer, Cytel
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.
Yes. Source citation is a core design principle. Every insight in a Salesmotion account brief links directly to its original source — an earnings call transcript, a news article, a job posting, an SEC filing, a press release, or a podcast mention. Reps can verify any data point in one click and use specific source references in prospect conversations to build credibility. This is fundamentally different from tools like ChatGPT that generate text from training data without citations, or intent data platforms that show a score without explaining what drove it.
Clay's Claygent is an AI agent that performs research tasks you define — you write a prompt, and it visits websites and scrapes information. Salesmotion's Research Agent works proactively and continuously: it monitors 1,000+ sources across all your accounts 24/7 and automatically generates comprehensive account briefs with SWOT analysis, earnings synthesis, competitive context, and talking points — without any manual prompting. Clay excels at custom data enrichment workflows. Salesmotion excels at always-on account intelligence at scale. Many teams use Clay for contact enrichment and Salesmotion for account research.
Yes. Salesmotion's Research Agent generates comprehensive account briefs in seconds that would take 30-60 minutes to compile manually. Each brief includes strategic initiatives, financial performance, competitive landscape, leadership changes, hiring patterns, and AI-generated talking points — all synthesized from 1,000+ sources with citations. Teams like Analytic Partners cut research time by 85% (from 3 hours to 15 minutes per account) and Guild Education saves each AE over 6 hours per week. The research is always current because the agents monitor sources continuously, not just when a rep asks.
Pricing starts at $85/mo for individuals (100 monitored accounts) and $990/mo for teams with unlimited users. All three agents — Signal, Research, and Outreach — are included in every plan. Book a demo for a personalized quote.
A Signal Agent, Research Agent, and Outreach Agent — working 24/7 so your team spends less time researching and more time closing.
