Account Health
Read the customer’s recent conversations for risk, momentum, and changes in the relationship.
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Companies, contacts & buying signalsYour connected context
CRM data, conversations & playbooksGTM Execution with Context
A CRM stage, a customer requirement, a company expansion, and your playbook. Together, they change what your agent recommends.
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> Prepare me for the Uber fleet monitoring meeting. What changed, who needs to join, and what should we do next?
Public Uber news · illustrative CRM, call, and playbook
Account Research
Uber: Fleet monitoring pilot is in technical evaluation.
Sample CRM · September 4, 2026. Planned next step: commercial proposal call.Conversation Intelligence
Ownership of 24/7 fleet monitoring is unresolved.
Sample call · September 4, 2026. The operations team asked who would handle overnight alerts.Enrich Company Signals
Uber announced a Houston robotaxi launch with Nuro and Lucid, expected in mid-2027.
Uber announcement · June 17, 2026. Read announcement ↗Your playbook
Validate operating requirements before a commercial proposal.
Sample team playbook · confirm coverage and escalation owners.Recommended action
Bring fleet operations into a 24/7 monitoring review before the commercial call.
The expansion and open monitoring question change who needs to join.The expansion and open monitoring question change who needs to join.
Schedule a monitoring review with fleet operations; confirm alert coverage and escalation owners.
Prepared for your connected workflow. Nothing is written by this demo.Research and reasoning
Context Agents gather and interpret the evidence. Your agent uses their answers to plan its next action.
Bring company intelligence, deal history, and recent changes into a briefing built for your next move.
Explore agentUnderstand who the buyer is, where they work, and how their relationship with your team has developed.
Explore agentFind requirements, objections, commitments, and next steps across your customer conversations.
Explore agentSee buying intent, news, and business events for each account, sorted by date. Find the changes that matter before your next move.
Explore agentResearch current web information for each account. Add the findings to your workflow through GTM Studio AI columns.
Explore web researchGive agents your offerings, personas, ICPs, and competitive positioning. Admins can turn briefs and battlecards into reusable context.
Explore agentAs new evidence arrives, the graph reconciles identities and updates the relationships your agents rely on.
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CRM, marketing, and warehouse records resolve to one company ID.
Open Lookalike Explorer02
Parents, subsidiaries, sites, and rebrands stay connected.
Explore company hierarchies03
Current employment updates after a job change. Earlier activity stays with the original account.
Explore leadership moves04
Connect calls, emails, and meetings with buying intent and website visits to understand account activity.
Open Account HeartbeatCRM stage and status are normalized and mapped from Conversation Intelligence.
Uber examples: company hierarchy, Houston depot, and Dara’s 2017 move. CRM and activity records are illustrative.
Leading GTM Context
Compact answers keep duplicate records out of your context window.
Resolved companies, current roles, and linked activities give your agent a consistent starting point.
Context arrives prepared for the next step.
ZoomInfo CLI in GTM Bench v1
10 research tasks · Claude Opus 4.8. Results from the tested runs.
Read GTM BenchBuilt for Builders
Use the same connected context from your agent, terminal, or application. Choose how you want to build.
Names, domains, industries, revenue, headcount, locations, funding, and investors.
Explore company dataRoles, departments, seniority, emails, direct dials, mobile numbers, career history, and job changes.
Explore contact dataParents, subsidiaries, branches, sites, ownership, and rebrands.
Explore company hierarchiesInstalled technologies, software categories, and the vendors used across an account.
Explore technology dataResearch topics, activity surges, signal scores, topic relevance, and recency.
Explore buying intentLeadership moves, hiring, job postings, funding, M&A, IPOs, earnings, expansion, projects, product launches, partnerships, layoffs, awards, and stated pain points.
Explore market signalsConnect CRM accounts, contacts, opportunities, and stage/status with calls, meetings, and emails. Bring requirements, objections, commitments, and next steps into the same account story.
Data access follows your ZoomInfo entitlements. Customer history uses your connected sources and permissions.
Skills define repeatable jobs using that context: the research to run, tools to use, and result to deliver.
Read the customer’s recent conversations for risk, momentum, and changes in the relationship.
View skillFind the buyer’s stated criteria, approval steps, and decision-makers. Flag what remains unknown.
View skillTrack commitments on both sides, with the conversation behind each one.
View skillChoose the next move from customer history and account context, with evidence for the recommendation.
View skillBring company information and available customer history into an account briefing.
View skillBuild a company or contact list with criteria you can refine.
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