Sales Intelligence Glossary
Key terms and concepts in account intelligence, signal-based selling, and B2B sales strategy — explained simply.
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Account Intelligence
Account intelligence is the practice of aggregating and analyzing data from multiple sources to build a comprehensive, real-time understanding of a target account — including its business priorities, organizational structure, competitive landscape, and buying signals.
Account Planning
Account planning is the strategic process of analyzing a target account's business, identifying key stakeholders and opportunities, and creating a structured plan to grow revenue within that account over time.
Account Research
Account research is the process of gathering and synthesizing information about a target company — its business model, financial health, leadership, strategic priorities, and recent activity — to inform sales conversations and outreach strategy.
Account-Based Selling
Account-based selling (ABS) is a strategic sales approach that focuses resources on a defined set of high-value target accounts, using personalized research, tailored messaging, and coordinated multi-threaded engagement to win deals.
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Sales Intelligence
Sales intelligence refers to the technologies, data, and practices used to collect and analyze information about prospects and accounts to improve sales effectiveness — including contact data, firmographics, technographics, intent signals, and real-time account insights.
Sales Methodology
A sales methodology is a structured framework that guides how sellers engage with buyers throughout the sales process — defining the steps, questions, and qualification criteria reps use to advance and win deals.