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A quick LinkedIn or news search is not enough.
Hard-won face time wasted on questions that add no value to Prospects for their time.
Deals drag when you can't link your value to their priorities. You're "interesting", but not "urgent".
You miss strategic, budgeted priorities and bigger opportunities. Worse, you end up 'ghosted'.
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"We've moved from avoiding meeting prep to having truly strategic conversations with our clients around topics that matter most to them”
"Sales Insights are making a big impact on how we engage our clients. Getting straight to the point and surprising them with the nuance we can dive straight into"
"Our sales reps love how easy Sales Insights are to read and use. The summary gives us exactly the data we need”
Answers to questions you might have about Sales Insights.
GenAI is better when human experts steer it i.e., YOU need to do a lot of prompting.
Our AI is trained specifically by B2B sales experts on what to look for in company reports and investor updates. We partnered with Adjacency, experts in B2B growth.
~15 minutes depending on the size of the document you upload.
Save yourself 1-3 hours. Use the time to prepare better ideas and questions.
No. many annual reports are simply too big for Claude/Co-Pilot etc.
Even if they do take it. You will just get high level, generic statements.
For best results upload a PDF of an Annual Report. They have a lot of text* that we work really well with. We also take Quarterly Reports, Earnings call transcripts and Investor decks. These just have less data to analyse.
Find the report on the company's website, in the 'Investor' or 'News' section.
UK listed companies are on companies house. US listed companies are on SEC filings.
*We don't work so well with tables.
Yes, reports are exported as PDFs that can be freely shared within your organisation
