Structured Account Intelligence, Ready in Seconds with RevSure Account Research Agent

In B2B GTM motions, account research is the foundation of every conversation, pitch, and strategic decision. But for most teams, that foundation is built slowly, through scattered searches, partial data pulls, and time-consuming cross-checking. Hours can pass before a sales development rep has a full picture of an account, a marketer has enough context to tailor a campaign, or a customer success manager has updated details ahead of a meeting.

RevSure’s Account Research Agent changes that. It transforms the way GTM teams gather, structure, and consume account intelligence by delivering a complete, CRM-ready profile in seconds.

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A Unified Intelligence Layer for Every Account

The RevSure Account Research Agent, powered by Agentic AI, provides a single, unified intelligence layer across all target accounts. On demand, users can generate an enriched snapshot that includes company overview, stakeholder hierarchy, strategic initiatives, competitive landscape, and recent buyer intent signals. By bringing these elements together in one structured view, GTM teams can quickly connect the dots and identify the most strategic next move.

This consolidated, ready-to-use intelligence significantly reduces prep time for outbound, ABM, and pre-sales motions while ensuring the same depth and quality of research is applied across the entire team. No matter who runs the report, the output is standardized, removing the inconsistency that often slows collaboration and clouds decision-making.

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What It Delivers

The output of the RevSure Account Research Agent is organized to give GTM teams a complete view of their target accounts:

• Overview – Company summary, headquarters, founding year, industry classification, company type, and parent company details.
• Technology Stack – Insight into core platforms, integrations, and systems in use, helping teams assess compatibility and potential opportunities.
• Stakeholder Map – Key executives and decision-makers, with roles, responsibilities, and relevant background to guide outreach.
• Strategic Insights – Recommended engagement priorities, suggested positioning, and context for immediate next steps.
• Competitive Landscape – Identification of main competitors, their strengths and weaknesses, and how the account is positioned in its market.

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Ready for the GTM Workflow

The Account Research Agent isn’t just built to inform; it’s built to fit seamlessly into how GTM teams operate. Profiles are formatted for fast scanning, with clear headings and segmentation so that the right details stand out to the right roles. Hyperlinks are embedded for quick access to deeper sources when needed, and the entire output can be dropped directly into a CRM, Slack channel, or account planning document without further cleanup.

This means sales teams can load it into opportunity records, marketing teams can plug it into targeting workflows, and customer success managers can have it ready before every QBR or renewal discussion. The speed and structure make it just as useful for one-off account prep as it is for large-scale account list building.

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Consistency at Scale

One of the persistent challenges in account research is variation in quality and format. When different team members research the same account, they often produce different levels of depth, different formatting, and different interpretations. This inconsistency can lead to misalignment between teams or missed opportunities when crucial details are overlooked.

With the Account Research Agent, every account profile follows the same standardized structure and level of completeness. Whether it’s run for a single key account or hundreds of targets for a campaign, the output is consistent—making it easier to compare accounts side by side, prioritize effectively, and ensure every function is working from the same baseline intelligence.

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Always Current, Always Ready

Markets shift quickly, leadership teams change, funding rounds happen overnight, and new competitors emerge without warning. The Account Research Agent is built to keep up with that pace, ensuring that the account view you have today reflects what’s actually happening now, not what was true last quarter.

Because the output is generated in seconds, GTM teams can refresh profiles regularly without burdening their workflow. This means that even in fast-moving deal cycles, the intelligence feeding into strategy and engagement remains accurate.

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Built for Every GTM Role

While the structured intelligence benefits the entire organization, different teams leverage it in different ways.

• Sales Development and Account Executives use the stakeholder map and engagement priorities to shape personalized outreach and prepare for conversations with decision-makers.
• Marketing Teams leverage the technology stack and competitive positioning to refine targeting and develop more relevant messaging.
• Customer Success Managers rely on the updated executive information and strategic insights to anticipate needs and strengthen relationships.
• RevOps Leaders use the consistent structure to align reporting, handoffs, and cross-functional account planning.

By meeting the needs of each GTM role in a single output, the Account Research Agent becomes a shared resource rather than a siloed tool.

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The Foundation for Informed Action

Every deal, every campaign, and every account plan is only as strong as the intelligence it’s built on. By providing a complete, structured, and current view of every account, RevSure ensures that GTM teams can move with speed and confidence, no matter the stage of engagement.

When the starting point is this strong, every subsequent move, whether it’s outreach, proposal, or renewal, has a better chance of landing with impact.

See the Account Research Agent in action- Book a demo