AI account/prospect research

8 tools demoed performing this task — top clips for each.

Clay

2:541:17Researching negative Glassdoor reviews with Clay AIShows how to use Clay's AI enrichment to search Glassdoor and Indeed for specific negative employee feedback regarding HR processes to use as a sales trigger.@Sales_Feed
4:520:47Extracting structured data from AI research columnsDemonstrates how to define AI outputs to create structured columns (e.g., True/False for turnover) and using formulas to parse AI-generated text.@Sales_Feed
17:227:47AI-powered company research and summarizationDemonstrates using Clay's AI (GPT and Sonet models) to scrape company websites and generate summaries to qualify if a lead is B2B or B2C.@matthewlucero
Watch 12 Clay demos →

1:31:327:07Using Instantly Co-pilot for sequence generationDemonstration of using the Instantly Co-pilot AI to generate email sequences and research angles based on specific ICP keywords like SEO and web design.@InstantlyAI
2:481:12Setting up an AI Company Profile in InstantlyThe user demonstrates how to create a company profile by uploading files and adding details about value propositions and goals to train the AI Copilot.@InstantlyAI

28:113:50Qualifying leads with Apollo AIDemonstrates using Apollo's AI features to summarize lead data and automatically score or qualify prospects based on specific criteria.Matt Lucero

13:560:51Generating Quotes and ContractsDemonstrates using Google Workspace templates within Pipedrive to automatically generate quotes with product tables and request e-signatures.@minor-co
22:201:30Sales reporting and AI insightsExplores the reporting dashboard, showing how to track performance goals and use AI-driven insights for deal cycles.@phyluxexpress4
15:293:53Sales forecasting and performance insightsA look at Pipedrive's insights and reporting features to track deal status, revenue goals, and sales rep performance.@nazimconsulting

13:487:30AI-driven account scoring and prioritizationDemonstrates using AI agents within GTM Studio to analyze job postings and assign a priority score to accounts based on hiring signals.Mark Colgan | Outbound Prospecting & Pipeline
5:444:23AI-Powered Account Summaries in ZoomInfo CopilotDemonstrates how ZoomInfo Copilot aggregates intent data, earnings reports, and CRM signals into a unified account summary for sales research.@ZoomInformation

4:051:49Reviewing deal health and meeting summaries with KaiaThe demo shows the Outreach Kaia interface, including meeting recordings, AI-generated summaries, and deal health indicators like 'red flags' within an opportunity.@OutreachYouTube
11:112:19Reviewing account conversations and highlightsA walkthrough of using Outreach to review recorded conversations and highlights to ensure no deals fall through the cracks.@OutreachYouTube
5:312:03AI-driven account research with Outreach Research AgentA walkthrough of the Smart Account Plan and Research Agent, which summarizes 10K reports and financial health to provide strategic insights for personalization.@OutreachYouTube
Watch 18 Outreach demos →

1:543:12Using Salesloft Account Research AgentA walkthrough of the Account Research Agent interface showing how it pulls historical outreach, hiring initiatives, and financial data to summarize account fit.@Salesloft
0:441:23Account research with Ask Salesloft AIThe demo shows how to use the conversational AI overlay to get a high-level summary of account engagement and recent activities directly from the account page.@Salesloft
2:230:29Retrieve competitive intel and case studiesDemonstrates using the AI assistant to pull battle cards and customer proof points from the Salesloft knowledge library to handle objections.@Salesloft
Watch 4 Salesloft demos →

28:147:37Configure AI Auto-Replies for Google ReviewsThe presenter demonstrates how to create positive and negative AI response agents within GoHighLevel's reputation management settings, including prompt engineering for different star ratings.@ericbaykes