Account intelligence

Exact roles and responsibilities, live vendor evaluations, detected tech stack, and ninety days of signal history on every account — written straight back into your CRM. So your reps open with the reason instead of the introduction.

B2B SaaS + professional servicesACCOUNT INTELLIGENCE
01

Rank

Sort the whole territory by which accounts have a reason to talk this week.

02

Open

Every record carries its trigger, the evidence behind it, and a line to lead with.

03

Close

Renewal windows and committee gaps sync straight back into your CRM.

Built for revenue teams running these motions

Northstar CloudForgeWorksHarbor HealthPinecrest BankSwiftRouteMeridian LabsCalder & CoRavenlineBluepoint EnergyKestrel LogisticsNorthstar CloudForgeWorksHarbor HealthPinecrest BankSwiftRouteMeridian LabsCalder & CoRavenlineBluepoint EnergyKestrel Logistics

3.1x

more meetings booked per hundred accounts worked, after ranking by signal instead of by ICP fit alone.

Northstar Cloud · Series C SaaS

41%

less time spent on pre-call research once the trigger and opener started syncing into the CRM record.

SwiftRoute Freight · Logistics

18 days

earlier average first touch on renewal-window accounts across a nine-person commercial team.

Pinecrest Regional Bank · Financial services

The CRM layer

It connects to your CRM and fills in the reason to call.

Intelligence X sits on top of the CRM you already run. It matches every account, writes nine intelligence fields back onto the record, and keeps them current — so the rep opens a familiar screen and finds the pitch already assembled, with the evidence attached.

Your CRM recordStale
AccountNorthstar Cloud Systems
OwnerR. Delgado
StageDiscovery
Employees1,100
Last activity47 days ago
Next step
Why now
Competitors

Everything here is true and none of it tells a rep whether to call today. The three fields that would are the three that are empty.

syncing
Written back by Intelligence X0/9
Signal score
Buying stage
Trigger event
Competing vendors
Detected stack
Renewal window
Economic buyer
Committee covered
Recommended opener

The rep opens the same record they always did. What changed is that it now answers why this account, why this week — before the call.

How the sync runs

01

Connect

OAuth into Salesforce, HubSpot, Dynamics or Pipedrive. Read-only until you approve a write scope, and you choose which objects are in play.

02

Match

Records resolve on domain and corporate hierarchy rather than company name, so subsidiaries and rebrands don’t fracture into duplicates.

03

Enrich

Nine intelligence fields land on the account and contact, each carrying the source that produced it and the date it was found.

04

Write back

Everything writes to a namespaced field set. Rep-entered values are never overwritten, and every change is logged for audit.

05

Act

Score changes fire a Slack alert, create a task, or re-rank the queue — so the pitch is ready before the rep opens the record.

Better pitch

The opener arrives with the record.

Trigger, competing vendors and the buyer’s own measured KPIs sit on the account page, so the first line references something that actually happened at the company rather than a job title.

Better closure

Timing and committee coverage stop being guesses.

Renewal windows and an explicit map of who is still unmet turn forecast conversations into a checklist. Two of four contacts covered is a gap you can work this week.

One record. Five markets.

The account changes. The intelligence layer keeps resolving.

Watch the same prospecting workflow re-resolve its buying committee, stack, trigger and opener as the account context changes — SaaS first, then manufacturing, healthcare, financial services and logistics.

Resolved account context93

Maya Chen

VP Revenue Operations · Northstar Cloud Systems

Software & IT services

TriggerNew CRO + active account-intelligence requirements doc
StackSalesforce · ZoomInfo · Outreach · Gong
CommitteeVP RevOps · Economic buyer · Sales Ops Director · Champion · CRO · Executive sponsor

Why this account now

Buying windowNew CRO + active account-intelligence requirements doc
Best openerWhich accounts should reps call this week, and can every recommendation show its evidence?

90-day signal

93

The score is not the story by itself. The direction, recency and evidence determine whether this is the account to call today.

65

Fields on every contact

13

Signal readings per 90 days

< 2 min

CRM write-back latency

The problem

Every prospecting tool answers who. Almost none answer when.

A verified email is worth very little on an account that signed a five-year contract last spring. It is worth a great deal on one that issued an RFP six days ago. Same data quality, opposite outcome — and the thing that separates them is not in a contact database.

Reach data

Name, title, email, phone

Tells you how to make contact

Firmographics

Size, revenue, industry

Tells you whether they could buy

Signal

Evaluations, triggers, renewals

Tells you whether they will, now

What’s in a record

0 fields on every contact, grouped into four questions.

Roles

What they actually own

Titles are noise. A VP Revenue Operations at a SaaS company, a CIO at a manufacturer, and a commercial-banking executive can all own different buying decisions under similar-sounding titles. Intelligence X resolves the normalized role, scope of ownership, reporting line, budget authority, and the KPIs they get measured on.

  • 01Normalized role and seniority, not just the LinkedIn string
  • 02Scope of ownership — entities, systems, and process
  • 03Buying role: economic buyer, champion, evaluator, blocker
  • 04Measured on — the metrics that make them say yes

Evaluations

Who is in market right now

The difference between a good quarter and a bad one is timing. We track buying stage, category under evaluation, competing vendors already in the room, expected timeline, and the trigger events that opened the window in the first place.

  • 01Buying stage from unaware through to decision
  • 02Competing vendors detected in the evaluation
  • 03Trigger events: new hires, acquisitions, funding, RFPs
  • 04Estimated timeline and the contract date behind it

Tech stack

What they run, and when it renews

Every tool is a wedge or a wall. We detect the ERP, AP automation, payroll, POS, CRM, and BI layer with a confidence score and the method we used to find it — so you know whether it's a firm signal or an inference.

  • 01Category-by-category detection with confidence scores
  • 02Detection method shown: job post, MX record, case study
  • 03Gaps flagged — missing AP automation is a buying signal
  • 04Renewal windows, so you can time the contract play

Engagement

Where you already stand

Your CRM knows the history. Your prospecting tool doesn't. Intelligence X pulls both into one row, so a rep never opens a sequence on an account a teammate met with last week.

  • 01CRM stage and last touch, inline with the intel
  • 02Opens, replies, meetings held, sequence position
  • 03Objections already logged against the account
  • 04Compliance flags and lawful basis on every record

The pipeline

Six stages between a domain and a reason to call.

Nothing here is a black box. Each stage names what it consumed and what it produced, and every value that survives to the record carries the artefact behind it — so a rep knows whether they are about to reference something the company said about itself, or something a model assumed.

IX_TECH_STACK__c11 days ago

Salesforce · Outreach · Gong

Confidence
92%
MethodJob posting
Record assembly00 / 6
01Raw account

Domain + company name

02Entity resolution

Hierarchy, subsidiaries, rebrands

03Stack detection

Job posts · DNS · case studies

04Signal scoring

13 weighted readings, decayed

05Committee mapping

Roles, authority, coverage gaps

06Written to CRM

9 fields, each with its source

What gets watched

Five signal families, and the markers inside each.

Breadth on its own is a vanity metric. What matters is that each marker is individually attributable, so a score can always be taken apart into the events that produced it.

400+

Markers across five signal families

Hiring signals

  • Role creation
  • Team expansion
  • Backfill vs growth
  • Seniority shift
  • Location moves
  • Contractor ratio

Technology signals

  • DNS + MX records
  • Job-post tooling
  • Case-study mentions
  • Integration listings
  • Careers-page stack
  • Security disclosures

Commercial signals

  • RFP publication
  • Procurement notices
  • Funding rounds
  • M&A activity
  • Contract filings
  • Renewal windows

Leadership signals

  • Executive arrivals
  • Reporting-line change
  • Org restructures
  • Board appointments
  • Departure clusters
  • Mandate statements

First-party signals

  • CRM stage + history
  • Call-recording themes
  • Logged objections
  • Sequence position
  • Meeting outcomes
  • Territory ownership

Across the deal

The same nine fields, doing different work at each stage.

01Territory

Decide where the quarter gets spent.

Rank the whole book by signal rather than by ICP fit, so patch planning starts from who has a reason to talk instead of who looks like a customer.

Fields in play

  • Signal score
  • 90-day direction
  • Renewal density
  • Coverage gaps

Built across industries

One intelligence system. Thirteen revenue environments.

Intelligence X changes the account context, signals, buying committee and recommended opener for the market you sell into — from SaaS and cybersecurity to manufacturing, healthcare, finance and telecom.

Software & ITACCOUNT INTELLIGENCE

Technology & SaaS

Track stack changes, leadership moves, hiring, evaluations and expansion signals so software sellers can prioritize the accounts with a reason to talk now.

Explore industry
IndustrialACCOUNT INTELLIGENCE

Manufacturing

Connect plant expansion, acquisitions, automation hiring, ERP modernization and supply-chain initiatives to the people responsible for the change.

Explore industry
Providers & careACCOUNT INTELLIGENCE

Healthcare

Surface provider expansion, partnerships, digital-care initiatives, clinical hiring and technology decisions without reducing a complex organization to a generic industry label.

Explore industry
Banking & financeACCOUNT INTELLIGENCE

Financial Services

Map modernization, risk programs, branch strategy, data initiatives and executive transitions to the buying committee behind the decision.

Explore industry
LogisticsACCOUNT INTELLIGENCE

Logistics & Freight

Detect fleet expansion, network redesign, warehouse automation, route optimization and new customer programs before they become stale CRM notes.

Explore industry
SecurityACCOUNT INTELLIGENCE

Cybersecurity

Combine security leadership changes, compliance events, cloud migrations, incidents and hiring with the stack already deployed inside the account.

Explore industry
RetailACCOUNT INTELLIGENCE

Retail & E-commerce

Prioritize store expansion, digital commerce investment, loyalty programs, supply-chain changes and customer-experience initiatives by the teams that own them.

Explore industry
Professional servicesACCOUNT INTELLIGENCE

Consulting & Professional Services

Track practice expansion, acquisitions, partner moves, delivery hiring and technology standardization across distributed professional-services organizations.

Explore industry
EnergyACCOUNT INTELLIGENCE

Energy & Utilities

Identify capital projects, asset expansion, grid modernization, renewable programs and operational technology changes alongside the leaders accountable for them.

Explore industry
Higher edACCOUNT INTELLIGENCE

Higher Education

Connect enrollment goals, research growth, campus modernization, digital student programs and leadership changes to the teams influencing technology decisions.

Explore industry
InsuranceACCOUNT INTELLIGENCE

Insurance

Map agency strategy, underwriting transformation, claims modernization, data programs and executive changes to the people who can sponsor a decision.

Explore industry
Clinical R&DACCOUNT INTELLIGENCE

Clinical Research

Track trial expansion, site performance initiatives, patient recruitment programs, data-platform hiring and study operations changes with role-level context.

Explore industry
TelecomACCOUNT INTELLIGENCE

Telecom

Connect network expansion, 5G programs, customer-experience initiatives, cloud migration and infrastructure hiring to the buying teams behind them.

Explore industry

The signal engine

One number hides the trend. Thirteen readings reveal it.

Intelligence X records a composite intent reading for every account, every week. The strip on each row is the last ninety days of those readings. An account climbing from thirty to ninety and one sliding from sixty to thirty can post the same score on the day you look at it — and they are not the same account.

Weekly cadence

Thirteen readings across ninety days, appended every week rather than overwritten.

Weighted inputs

Job posts, RFPs, trigger events, and category browsing each carry a different weight, shown on the record.

Decay by design

Signals lose weight as they age, so a burst in March stops masquerading as intent in August.

How a record is assembled

Every field shows its source and the day it was found.

Enrichment tools tend to present inference and detection as the same thing. Ours doesn’t. A tool found in a job posting and one guessed from a peer group look different in the interface, and anything older than ninety days is flagged rather than served to you as current.

01Professional profilesIdentity, title, tenure, reporting line
02Job postingsTech stack, team gaps, hiring pressure
03Public filings and pressOwnership, funding, acquisitions
04Website and DNSPayroll, CRM, and infrastructure detection
05Review and comparison sitesCategory intent and vendor shortlists
06Your call recordingsStated priorities and objections, verbatim
07Your CRMStage, history, and ownership

Customers

Revenue teams run their week on it.

We stopped arguing about which accounts to work. The queue is sorted by who has a reason to talk this week, and the reason is on the record.

Maya Chen

VP Revenue Operations, Northstar Cloud

The write-back was the part that changed behaviour. Reps never had to learn a second tool — the intelligence just showed up in Salesforce.

Robert Kim

EVP Commercial Banking, Pinecrest Regional

Seeing the ninety-day shape rather than one score is what stopped us wasting sequence slots on accounts that peaked in March.

Sofia Alvarez

VP Network Operations, SwiftRoute Freight

Questions

Common questions

Contact databases answer who someone is and how to reach them. That is table stakes and we do it too. The difference is the layer on top: what the person actually owns, whether they are evaluating a category right now, which vendors are already in the room, what software they run, and when that contract renews. Reach data tells you who to call. This tells you when, and what to open with.