01 / ACCOUNT INTELLIGENCE
Give every conversation a stronger starting point.
Research companies, explore buying signals, and review linked sources before deciding what matters.
Company research · Buying signals · Sources
THE AI WORKSPACE FOR THE ENTIRE DEAL
Better-prepared sellers. More purposeful conversations.
Bring research, document intelligence, and your team's playbook into one deal workspace—from the first conversation to the final negotiation.
AI-assisted research and guidance. Your sellers stay in control.
Source-linked researchEditable outreachContext-aware strategy
iqAccount workspaceIllustrative example
FROM RESEARCH TO NEXT STEP
A clearer account plan
Research
Company signals
Outreach
13 draft touches
Strategy
Deal context
01
Understand the account
Review relevant signals and linked research.
02
Prepare the conversation
Shape the message around your offering.
03
Plan the next move
Bring stakeholder and deal history into view.
A QUESTION TO PRESSURE-TEST
“What evidence would the economic buyer need to support the next step?”
AI-assisted. Seller-reviewed.
Guidance shaped by familiar sales methodologies
ChallengerSPINMEDDICHybrid
A MORE CONNECTED WAY TO PREPARE
Four parts of the sales process.
One place to connect the thinking.
For leaders who want better-prepared sellers, Sales IQ brings structure to the work behind each conversation—not another promise to close deals on autopilot.
02 / RELEVANT OUTREACH
Move from research to a message worth reviewing.
Create an editable 13-touch sequence informed by the prospect and your sales profile. Review, refine, and use it in your outreach process.
7 emails · 3 LinkedIn messages · 3 call scripts
03 / DEAL STRATEGY
Bring the deal context into the next decision.
Keep stakeholders, past conversations, strategic moves, and outcomes together. Ask the strategist to challenge your thinking and suggest a next step.
Stakeholder map · Deal context · Milestones
04 / SALES COACHING
Make room to practice before the real conversation.
Rehearse buyer objections and pressure-test your business case with methodology-guided AI coaching, voice input, and optional audio replies.
Challenger · SPIN · MEDDIC · Hybrid
Built to support judgment, not replace it
Better preparation starts with better questions.
What changed at the account? Who influences the decision? What have we already tried? Give sellers a place to work through the answers before the next conversation.
Discuss your team's needsYour sales context, carried forward
Sales profiles tailor research and messaging to the seller’s role, company, and offering.
Evidence to review, not certainty to assume
Research includes source links. AI-generated claims, messages, and recommendations still need human review.
A preparation workspace—not a CRM replacement
Organize research, draft outreach, and explore deal strategy alongside your existing sales tools.
SEE HOW IT FITS YOUR SALES PROCESS
Start with the work in front of you.
Explore an account. Prepare a conversation. Pressure-test a deal. See where Sales IQ can help your sellers think more clearly.