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saasslinger69

Enterprise Account Executive

Automated account research

Hi all, our sales team is spending a lot of time reading through investor announcements (annual reports, trading announcements etc) so that we can tailor our cold outreach. We're looking for things that align well with our product like:

  • cost savings projects
  • increases in IT spend
  • projects around improving profitability etc etc

Does anyone know of any software that does this research automatically?

🔎 Prospecting
🛠 Tools
💼 Productivity
9

14 comments

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braintank
Politicker
2
Enterprise Account Executive
Upload them to chatgpt and engineer a prompt to find the things you're looking for.
Or, just "Ctrl f" key words.
Also, 10ks aren't as valuable as you think they are.
saaskicker
Celebrated Contributor
1
Enterprise AE
this ^
saasslinger69
1
Enterprise Account Executive
Yeah ctrl f helps but still time consuming. I like the Chat GPT idea. Ideally, my prompt would search across all published results rather than on a report by report basis. For example, 'Read through every Quarterly Trading Announcement and Annual Report to find companies that might be experiencing *insert product related pain point*.'
braintank
Politicker
1
Enterprise Account Executive
I think that may be unrealistic today
Sunbunny31
Politicker
2
Sr Sales Executive 🐰
Oh, if only you knew.
We have something in testing within our solution that will do exactly this in a controlled environment. You'd have to have our solution to use it, but it will do exactly this.
I can't imagine we'll be the only ones to come up with this in the long run.
CuriousFox
WR Officer
1
🦊
👀🍿
Diablo
Politicker
1
Sr. AE
What tools are you using? Zoominfo has something called as scoop that gives high level information.
saasslinger69
0
Enterprise Account Executive
We're UK based and using Apollo. We're looking for the deep info rather than high leve.
SoccerandSales
Big Shot
1
Account Executive
Great call, custom outreach closes deals. I imagine an AI tool would be able to do this with the right inputs. Now as to HOW to do that, this sales guy won’t be able to answer lol
pirate
Big Shot
1
🦜☠️ Account Executive
Research is good to a point. How many calls are reps making? Have notes ready and keep hitting the numbers. Even rotate it between reps. Few do research every week and rest call and call and call
Pachacuti
Politicker
0
They call me Daddy, Sales Daddy
ChatGPT it, if it came out prior to Sept 2021
Maximas
Tycoon
0
Senior Sales Executive
Have you thought of CGPT,believe it would assist a lot with all of these tasks!!
Justatitle
Big Shot
0
Account Executive
Google alerts might be an option.
Marth
Opinionated
0
si vis pacem para bellum
Clay is a tool that would do exactly what you’re asking for.

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