Account Intelligence Module

Account plans with a verdict — built on verified signals

Turn any target account into a board-ready plan: verified registry data, regulatory deadlines, incumbent analysis, and a clear verdict with reasoning.

Join Waitlist

Know which accounts to pursue — and be able to say why

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.

1

A Verdict, Not a Data Dump

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.

2

Provenance on Every Fact

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.

3

Regulatory Timing Built In

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.

From raw records to a plan your board can read

Board-Ready Account Plans

Generated in minutes with visible progress: stakeholders, regulatory exposure, incumbent landscape, buying signals, and recommended plays — printable as a clean document.

Fit & Plays From Your Real Offerings

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.

Incumbent & Vendor Landscape

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.

Regulatory Calendar Across the Portfolio

One timeline of enforcement dates showing which of your accounts each regulation touches, backed by real tender evidence of buyers acting on it.

Signals Calendar & Monthly Waves

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.

Corrections That Survive

Your team's knowledge — a rumoured RFP, a known budget — attaches to the account as clearly-labeled input and persists through every plan regeneration.

Three steps from a list of names to a working plan

1

Import & Resolve

Paste accounts straight from a spreadsheet. Companies resolve by official identifiers, not fuzzy names, and every row is accounted for — nothing silently dropped.

2

Generate the Plan

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.

3

Act on the Verdict

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.

Key Benefits

Account plan in minutes, not days of research
Verdict with confidence, counterargument, and cited next actions
Every fact labeled: official source, AI research, or your input
Thin data flagged honestly — never papered over
Regulatory deadlines mapped to every affected account
Incumbent vendors from real contract awards
Monthly waves keep the team focused on timed signals
AI cost per plan visible — no surprise bills

Frequently Asked Questions

What is account intelligence?

+

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.

How is this different from a B2B data provider?

+

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.

Where does the account data come from?

+

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.

What is the Verdict?

+

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.

Can my team correct the plan?

+

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.

Does it help in regulated industries?

+

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.

Ready to transform your sales process?

Join the waitlist and be among the first to experience Account Intelligence.

Join Waitlist