account-research

Account Research Skill

Comprehensive account intelligence for sales preparation and account management.

Purpose

Provide actionable account intelligence to support sales preparation, stakeholder mapping, and ongoing account management.

Required Integrations

Setup: Connect these data sources to enable full functionality. Claude will prompt you to connect any missing integrations when you use this skill.

Data Sources

# ACCOUNT RESEARCH DATA SOURCES
# Configure the sources relevant to your needs

# Enterprise Search (searches across all internal sources)
- source: enterprise_search
  connector: "{{GLEAN | MOVEWORKS | ELASTIC}}"
  data:
    - internal_docs
    - wiki_content
    - shared_drives
    - slack_history
    - email_archives

# Company Intelligence
- source: linkedin
  connector: "{{LINKEDIN_SALES_NAVIGATOR | LINKEDIN}}"
  data:
    - company_profile
    - employee_data
    - recent_posts
    - job_openings
    - connections
- source: crunchbase
  enabled: true  # Funding, company data, news
- source: zoominfo
  connector: "{{ZOOMINFO}}"
  data:
    - company_data
    - org_chart
    - technographics
    - intent_signals
- source: clearbit
  connector: "{{CLEARBIT}}"
  data:
    - company_enrichment
    - technographics

# Company Website & News
- source: company_website
  url: "{{ACCOUNT_WEBSITE}}"
  pages:
    - about
    - leadership
    - careers
    - newsroom
    - blog
- source: news_search
  enabled: true  # Google News, press releases
- source: sec_filings
  enabled: true  # For public companies: 10-K, 10-Q, earnings calls

# CRM & Internal Data
- source: crm
  connector: "{{SALESFORCE | HUBSPOT}}"
  data:
    - account_history
    - contact_records
    - opportunity_data
    - activity_history
    - previous_notes
    - related_accounts
- source: call_recordings
  connector: "{{GONG | CHORUS | CLARI}}"
  data:
    - previous_calls
    - key_topics
    - stakeholder_mentions
    - sentiment_analysis
- source: email_history
  connector: "{{GMAIL | OUTLOOK}}"
  data:
    - thread_history
    - engagement_patterns

# Internal Knowledge
- source: internal_docs
  connector: "{{GOOGLE_DRIVE | SHAREPOINT | NOTION | CONFLUENCE}}"
  paths:
    - "/Sales/Account Plans/"
    - "/Customer Success/Account Notes/"
- source: support_tickets
  connector: "{{ZENDESK | INTERCOM | FRESHDESK}}"
  data:
    - ticket_history
    - satisfaction_scores
    - open_issues

# Social & Community
- source: twitter
  enabled: true  # Company and executive accounts
- source: glassdoor
  enabled: true  # Company culture, employee sentiment

# Intent & Signals
- source: intent_data
  connector: "{{BOMBORA | 6SENSE | DEMANDBASE}}"
  data:
    - topic_interest
    - buying_signals
    - competitor_research