Agentforce Account Research Agent

Built on Agentforce, this innovative agent saves your sales team time by automating and enhancing account research.

Enterprise SDR, BDR, and Sales teams can leverage the power of Agentforce with Plative’s Account Research Agent to streamline account research and develop effective penetration strategies. This cutting-edge tool saves your sales team time, while equipping them with advanced capabilities to gather external data from the most trusted providers on which they already rely.

Key features include:

  • Real-time external data access: Accessing real-time data from services like Apollo, ZoomInfo, Preqin, Pitchbook, Crunchbase, and Capital IQ.
  • Deep-web research: By utilizing the power of Perplexity from within Agentforce, give your AI the access to scour the internet for comprehensive company information.
  • Find key contacts: By pulling in data from trusted external sources, you can find key contacts on the buyer committee of your prospects and pull them into Salesforce.
  • Tailor your outbound messaging: Craft personalized emails and messages using information from your CRM, data providers, and the external web to better engage accounts.

The Account Research Agent equips sales teams with the tools to quickly gather and analyze critical information, helping them personalize their outreach and accelerate deal closures. By leveraging real-time data and AI-powered insights, sales professionals gain a richer understanding of their prospects, fostering stronger and more meaningful connections.

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