Sales teams spend hours researching potential leads before writing a single outbound message. The problem isn’t access to company information — it’s understanding how that information connects to your product, positioning, and sales strategy.
SalesPort Account Intelligence helps you generate contextual company research tailored to what you actually sell. By combining your product description, target companies, and strategic research questions, SalesPort uncovers relevant pain points, qualification signals, and outreach opportunities in minutes.
Goal
Transition from raw company data to actionable account intelligence tailored to your product and sales strategy in just a few minutes.
Who it’s for
B2B sales, SDR, business development, and go-to-market teams that want to research target companies faster, personalize outreach at scale, and identify stronger opportunities.
What you get
You’ll understand how your product fits a target company, uncover relevant pain points and buying signals, and get actionable insights for qualification, personalization, and outbound.
TL;DR
- Describe your product or service
- Add strategic research questions
- Create your target company list
- Launch Account Intelligence research
- Review company-specific insights and buying signals
- Identify personalization and qualification opportunities
- Export results or move directly into outreach
Step 1: Start a new Account Intelligence research
Open Account Intelligence in SalesPort and click Start research.
Step 2: Create or select your product
Select an existing product profile or click Add product. The product profile gives SalesPort context so research is tailored to your offering instead of generic company summaries.
Step 3: Configure product context
Define what the product does, which problems it solves, key capabilities, what makes it unique, and strategic research questions.
Step 4: Add strategic research questions
Example questions:
- Is the company actively growing its sales team headcount?
- Has the company announced new office openings or market expansions recently?
- Is the company hiring for data or analytics roles that suggest a need for better reporting infrastructure?
These questions help SalesPort connect company activity to your value proposition.
Step 5: Review the product configuration
Preview the product description and research questions. Name the research by goal, segment, or source so projects stay organized.
Step 6: Create your account list
Add companies manually or upload a CSV. CSV files need exactly two columns: company_name and domain. Account Intelligence currently supports up to 200 companies per research.
Step 7: Review validation status and credits
SalesPort validates uploaded companies, highlights input errors, and calculates required credits. Fix invalid records before launching.
Step 8: Launch the research
Click Run research. Each company is processed against your product profile, research questions, and public business signals. Statuses update in real time.
Step 9: Review the results
Open individual company reports. Each report answers your strategic questions using company data, hiring signals, growth activity, operational indicators, and linked public sources.
Step 10: Analyze the insights
Use summarized insights, detailed explanations, and sources to decide whether the company fits, where complexity may exist, and how your product could create value.
Step 11: Use the research for outreach and qualification
Move into account prioritization, SDR qualification, meeting preparation, or deeper prospecting. Export selected companies for CRM enrichment or internal planning.
Final note
Instead of spending hours manually researching companies one by one, Account Intelligence turns product context and target lists into actionable, comparable insights you can use immediately.