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Introducing AI Account Research: 45 Minutes of Sales Prep in One Click

Introducing AI Account Research: 45 Minutes of Sales Prep in One Click

Author:

Danny Keller

Danny Keller

Published on:

Introducing AI Account Research: 45 Minutes of Sales Prep in One Click

Introducing AI Account Research: 45 Minutes of Sales Prep in One Click

Your reps are skipping account research, and it’s killing your pipeline.

Without spending the time to connect your product offerings to real customer pain, your reps end up sending generic outreach to every prospect. Best case, you end up in a sea of “Can I give you a quote for your top lanes?”. Worst case, your reps are so daunted by how little they know, they never make a cold call in the first place.

When Morgan was a top-performing SDR at Flexport, she booked 20 opportunities a month by spending 45 minutes researching every account she touched. She would compile trade data, news, contact intel, ranked angles. It worked.

When we started training freight sales teams to do the same thing at Revenue Vessel, we realized that reps are juggling quotes, onboardings, and fires. The 30-minute research session your sales leader wants you to do? It's the first thing that gets cut. Net-new dies, and you're hoping your existing book grows enough to hit quota.

Using the trade data we’ve built up over the last two years, we removed the research entirely with Account Research. One click, and you get the same trade data analysis, news synthesis, and tailored sales angles that used to take a top rep 45 minutes to assemble by hand.

What it does:

What it does:

You start a research brief from inside Revenue Vessel with a single click. A few minutes later, you get back a complete research report covering the prospect's:

  1. top trade lanes and competitors

  2. high-growth or problem lanes where you might get a foothold

  3. recent news that could affect their supply chain

  4. 4-5 sales angles that tie the prospect's specific pain to your company's products

  5. any active campaigns or company priorities the account maps to.

You read it in three minutes, jot down two discovery questions, and walk into your meeting sounding like you've been studying the account for weeks. Next week when the follow-up comes, the research is still there. Gone are the days of digging through notebooks.

Proof:

Proof:

One inside sales team at a top 25 forwarder saw research time drop from 35 minutes per account to 3.

A 2-rep forwarder saw reps double their output from 50 to 100 touch points a week once research stopped being a blocker.

As one user put it: "I whipped it out right before a customer meeting, and it was so helpful to just ask them about each sales angle. We got the next meeting, and I feel like that wouldn't have happened if we had walked in and asked 'So where are you shipping from?'"

The Only Unified Platform to Grow Business in Logistics

The Only Unified Platform to Grow Business in Logistics

The Only Unified Platform to Grow Business in Logistics

Modern logistics teams run on Revenue Vessel

Modern logistics teams run on Revenue Vessel

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"The Revenue Vessel team was the key to Flexport's rapid growth. The team has found the right data at a crucial moment.”

Ben Braverman, Former CRO at Flexport

Ready to achieve your next level of growth?

Ready to achieve your next level of growth?

Schedule a 30 minute demo with our team today

Ready to achieve your next level of growth?

Schedule a 30 minute demo with our team today

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