Gather, structure and act on insights about target companies. Account intelligence automates manual research so you can focus on higher-value activities, like engaging the right stakeholders and refining your approach.
Insights are AI-powered and grouped into three core categories:
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Company background: e.g. industry, size, products and services, key competitors.
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Real-time updates: e.g. financial reports, product launches, executive changes, legal events.
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Personalised context: e.g. aligning value propositions, identifying pitch angles, addressing common objections.
Firmable provides a standard set of questions to guide the insights. These are global by default, but Admins, Managers and Partners can customise them to match your go-to-market strategy.
Learn more:
How to set up account intelligence
How to use account intelligence
How to manage account intelligence
Prerequisites
Before using account intelligence, ensure:
- You are on a Small Teams, Teams Pro or Enterprise plan with Firmable.
- You have the Admin or Manager role on Firmable to complete the initial setup.
How to set up account intelligence
- Click your profile picture (top right) and select Manage account, then select Account intelligence in the Account settings sidebar and click Get started to set up your account intelligence agent.
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Choose from the list of Firmable’s standard questions by selecting the checkboxes. These are optional default questions.
- Personalise your account intelligence agent by adding custom questions (available on Teams Pro and above). Click + Add question and start typing your custom question.
- Note: you can build your account intelligence agent with a mix of standard and custom questions.
- Repeat this step to add more custom questions. Click Remove if you need to delete a question.
Example custom questions:
- What product launches, feature releases or sunsets has the company announced in the last 90 days?
- What funding rounds, acquisitions or divestitures has the company completed this calendar year?
- What are the likely objections the company might raise about X product and services offering, and what evidence-based rebuttals address each one?
- What cold-email opening line could reference a very recent news item to engage decision-makers based on what X is offering?
- Note: you can select or add up to 10 standard or custom questions in total.
- Click Save changes when you're ready to create your agent.
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Your account intelligence agent is now set up.
How to use account intelligence
- Once you’ve opened a company profile, click Account intelligence to view insights.
- The account intelligence agent will automatically generate insights based on your selected standard and custom questions. It may take a few minutes to generate the first time you open account intelligence for a company.
- Once generated, Firmable displays insights based on your configured standard and custom account intelligence questions. Each insight includes a source, shown under the Sources section.
How to manage account intelligence
- Click your profile picture (top right) and select Manage account, then select Account intelligence in the Account settings sidebar.
- Click Manage questions to update or add more questions.
- From here, you can select or unselect additional standard questions, and add or remove custom questions.
- Click Save changes.