Use Case
Sales Research & Briefs
Audience: Revenue and sales ops
RevenueEnablement
Problem
Reps spend hours prepping accounts; research quality varies and CRM hygiene lags.
Solution
Automated briefs that combine public signals with CRM data, keep fields fresh, and prep call outlines.
What we build
- • Web + CRM data connectors
- • Account dossier generation
- • Meeting prep outlines
- • CRM field updates with review
Integrations
- • Salesforce or HubSpot
- • Calendars + email
- • Data vendors where available
- • Slack/Teams delivery
Success metrics
- • Brief completeness target
- • Data freshness goal
- • Rep adoption + feedback loops
Timeline
3–5 weeks for first team rollout
Guardrails
- • Role-based access to accounts
- • Source citations in every brief
- • Manual approval for CRM writes
Next step
Want this in production?
We'll map this use case to your stack, governance needs, and rollout plan.