Turn any target account into a board-ready plan: verified registry data, regulatory deadlines, incumbent analysis, and a clear verdict with reasoning.
Account intelligence is everything a sales team can know about one target organisation, assembled so the team can act on it: who owns and runs the company, what it has bought and from whom, which regulations put deadlines on it, what technology it runs and who takes the decisions.
Lead data answers “who should I contact?”. Account intelligence answers a different question: “should we pursue this account, why now, and with what?” That is why it matters most in complex B2B sales, where a deal involves a buying committee, a procurement process and a contract cycle measured in years.
Good account intelligence is built from verifiable sources — company registries, published contract awards, filings — and keeps official facts, researched findings and a colleague’s opinion visibly apart. Without that separation an account plan is a guess with formatting.
| Account intelligence | Intent data | |
|---|---|---|
| Question it answers | Is this account worth pursuing, and why now? | Who is researching a topic right now? |
| Typical sources | Company registries, contract awards, filings, regulations, technology footprint | Website visits, content consumption, third-party browsing signals |
| Time horizon | Months to years: contract cycles and regulatory deadlines | Days to weeks: research spikes |
| Verifiability | Each fact traceable to a public record | Probabilistic, rarely traceable to a source |
| Best used for | Key-account planning, territory and pipeline prioritisation | Timing outreach to accounts already in market |
The two complement each other: intent data tells you who is looking; account intelligence tells you whether they are worth winning and what to lead with.
An IT services company imports its 40 target hospitals. For one of them the plan shows that the current infrastructure contract was awarded four years ago for a fixed term, that a cybersecurity regulation now applies to the hospital, and that the same supplier won its last three tenders. The verdict: nurture now, prepare for the re-tender, lead with the security offering — and every one of those points links to the record behind it.
Account research usually ends as twenty browser tabs and a gut feeling. SalesDots Account Intelligence assembles what is actually knowable about an account — registry records, public tenders, regulatory obligations, leadership, technology in use — and turns it into a plan that takes a position: pursue, nurture, or deprioritize, with the reasoning attached.
Every plan ends in a recommendation with confidence, a counterargument, and next actions that cite specific facts — a named stakeholder, a regulation with its enforcement date, a tender, one of your offerings. Generic advice is banned by design.
Each piece of evidence is labeled: official source, AI research, or your team's input. Official registry data outranks web research, and unverified hints never masquerade as facts. When data is thin, the plan says so.
A curated knowledge base of frameworks like DORA, NIS2, AMLA, and CARF/DAC8 — with enforcement dates verified against official sources — is mapped to your accounts, so you sell to deadlines, not hunches.
Generated in minutes with visible progress: stakeholders, regulatory exposure, incumbent landscape, buying signals, and recommended plays — printable as a clean document.
Describe your company once — AI drafts it from your website, you stay in control. Plans then map your actual offerings to each account's sector and regulations, and mark each play as ready-to-sell or needing support, based on whether you hold a citable reference.
Who already won contracts at this account — named winners and award history from public procurement, with the buyer's purchases rendered year by year as an analytics view — plus the technology the account runs today.
One timeline of enforcement dates showing which of your accounts each regulation touches, backed by real tender evidence of buyers acting on it.
Contract expiries, predicted re-tenders, and regulatory deadlines become a ranked monthly call list — sized to what a team can actually execute. Your edits always win over the machine.
Your team's knowledge — a rumoured RFP, a known budget — attaches to the account as clearly-labeled input and persists through every plan regeneration.
Paste accounts straight from a spreadsheet. Companies resolve by official identifiers, not fuzzy names, and every row is accounted for — nothing silently dropped.
The engine assembles verified evidence, fills genuine gaps with cited web research, and writes each section with live progress — including an honest readiness check when inputs are missing.
You get a recommendation with confidence and a 90-day action list your team owns. Ask Luna, the embedded copilot, about any plan, regulation, or account.
Account intelligence is the practice of assembling everything relevant about a target account — ownership and registry data, buying history, regulatory obligations, technology in use, and key people — into a picture a sales team can act on. SalesDots goes one step further: the assembled evidence becomes an account plan that ends in an explicit verdict — pursue, nurture, or deprioritize — with the reasoning attached.
Data providers sell you rows and leave the thinking to you. SalesDots starts from verified sources — government registries, public procurement, filings — labels the provenance of every fact, and does the synthesis: fit against your actual offerings, recommended plays, risks, and a recommendation. You see the evidence behind every claim.
From official sources first: company registries, public procurement platforms, and filings. Genuine gaps are filled with cited web research, clearly labeled as such. Your team can add its own knowledge, which is kept visibly separate as unverified input. Nothing is presented as fact without a source.
Each plan concludes with a recommendation — pursue, nurture, or deprioritize — including a confidence level, the strongest counterargument, and concrete next actions that reference specific facts. If the underlying evidence is thin, the verdict says so and caps its own confidence instead of bluffing.
Yes — and corrections persist. A correction attaches to the account, not to one version of the plan, so it survives every regeneration. It is labeled as your input and weighed accordingly: below official records, above nothing.
That is where it is strongest. A curated regulatory knowledge base — DORA, NIS2, AMLA, CARF/DAC8, and more, with dates verified against official sources — is mapped to your accounts, giving you a calendar of compliance-driven buying windows and the tender evidence to prove buyers act on them.
Works best when combined with these modules
Book a demo and see Account Intelligence on your own pipeline.