Account Research, Scoring & Prioritization

Focus on the Accounts That Actually Matter

Continuously research and score accounts, surfacing buying signals, funding events, and exec moves — so reps know who to reach, when to engage, and what to say.

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Problem

Companies end up with hundreds of “priority” accounts and no real focus. Account data decays fast, signals live in separate tools, and reps walk in blind — missing leadership changes, funding rounds, and buying triggers. Sellers waste cycles researching instead of selling.

Negative Impact

  • Diluted focus across too many accounts
  • Missed executive changes and revenue opportunities
  • Hours lost to manual research
  • Weak discovery, low-quality meetings, and unreliable CRM data

Solution (Onesales)

Aggregate signals from many data sources into live account profiles, then score and prioritize them for fit and readiness. Surface insights directly in CRM and workflows, so sellers know exactly where to spend time.

Positive Impact

  • Reps focus on accounts most likely to convert
  • Higher first-meeting and opportunity rates
  • Faster account planning and multi-threading
  • Increased pipeline efficiency and revenue from top-fit accounts

How we do it?

  • Capture signals: exec moves, funding, hiring, intent
  • Enrich and normalize accounts and contacts
  • Score and prioritize accounts for fit and activity
  • Surface insights in CRM, rep tools, and alerts

Stop wasting time on research and focus only on accounts that matter to increase pipeline efficiency.

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