Account and Deal Research Intelligence

Provides comprehensive account intelligence by aggregating data from CRM, social platforms, and conversation history to inform personalized outreach and identify at-risk opportunities. Enables sales teams to approach prospects with complete context and strategic insights.

QUERY:

Summarize everything we know about [COMPANY_NAME] from [CRM_SYSTEM], [SOCIAL_PLATFORM], and call transcripts.

Goal: Compile complete account intelligence for informed sales conversations and strategic planning.

QUERY:

Which open opportunities at [COMPANY_NAME] look at risk based on call sentiment and [MARKETING_PLATFORM] engagement?

Goal: Identify deals requiring immediate attention using behavioral and conversational risk signals.

QUERY:

Which contacts are most engaged right now, and what's the best next step?

Goal: Prioritize outreach efforts on highest-engagement prospects with tailored next actions.

QUERY:

Draft me a personalized outreach email for [COMPANY_NAME] using [CRM_SYSTEM] history and product usage data.

Goal: Create data-driven, personalized communications that reference specific account context and usage patterns.

Teams:

Marketing Sales

Sources:

LinkedIn Salesforce

Ready to get started?

Download an MCP Server
Related Prompts:

Pipeline and Forecasting Analytics

View Prompt

Team Enablement and Sales Insights

View Prompt

Analyze Web Traffic for Closed Won Opportunities

View Prompt