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Deep Research

Let AI research your prospects and companies in depth. Deep Research automatically gathers intelligence to help you personalize outreach and have more relevant conversations.

What is Deep Research?​

Deep Research uses AI to automatically gather comprehensive information about prospects and companies. Instead of manually researching each lead, let AI do the heavy lifting.

What Gets Researched​

CategoryInformation Gathered
CompanyIndustry, size, funding, tech stack, recent news
PersonRole, background, career history, interests
InsightsPain points, buying signals, relevant triggers
ConnectionsMutual connections, shared interests
ContentRecent posts, articles, podcast appearances

How It Works​

Automatic Research​

When you add prospects to a campaign:

  1. AI searches multiple data sources
  2. Gathers company and personal information
  3. Identifies key insights and triggers
  4. Surfaces relevant talking points
  5. Suggests personalization angles

Research Sources​

Deep Research pulls from:

  • Company websites
  • LinkedIn profiles
  • News articles and press releases
  • Job postings
  • Financial data (if public)
  • Technology databases
  • Social media profiles

Using Deep Research​

Access Research Data​

  1. Go to any contact in Salestools
  2. Click the Research tab
  3. View gathered intelligence
  4. Use insights in your outreach

Research Fields​

FieldDescription
Company SummaryWhat the company does
Recent NewsLatest company updates
Tech StackTechnologies they use
Pain PointsPotential challenges
Buying SignalsIndicators of need
Personalization HooksConversation starters

In Email Templates​

Use research data in your emails:

Hi {{first_name}},

I noticed {{company}} recently {{recent_news}}.

{{personalization_hook}}

Would love to discuss how we can help with {{pain_point}}.

Best Practices​

Maximize Research Quality​

  1. Provide LinkedIn URLs - Better research with profile links
  2. Include company domains - Website data enriches profiles
  3. Allow time - Deep research may take a few seconds
  4. Review before using - Verify insights are accurate

Using Insights Effectively​

  1. Lead with relevance - Reference their specific situation
  2. Be specific - Generic personalization doesn't work
  3. Add value - Share insights, don't just repeat facts
  4. Stay current - Use recent news, not old data

Support​

Need Help?

Last Updated: January 2025 Version: 1.0