Account Research

Overview

Walk into any account conversation prepared. Account Research pulls together what ZoomInfo knows about a company, what your CRM records about the relationship, and what your team has discussed with them. It returns one briefing instead of three raw data dumps, saving the half hour you would otherwise spend assembling that picture yourself.

What You'll Get

A written briefing on a single account. It may include:

• Company profile and recent business developments
• Technologies used and hiring activity
• Funding events and leadership changes
• Competitive intelligence
• Account history, open opportunities, and current deal stage
• Recurring themes and action items from recent calls and emails

Best For

• Call and meeting preparation
• Account planning
• Executive business reviews
• Outreach personalization

To find companies matching a profile when you have no specific account in mind, use Search Companies. For a pointed question about particular calls or emails rather than a full briefing, use Conversation Intelligence.

How It Works

ZoomInfo Data

• Company profile
• Technologies used
• Hiring activity
• Funding events
• Leadership changes
• Competitive intelligence

Your CRM

• Account history
• Open opportunities and current deal stage
• Past interactions

Calls and Emails

• Recurring discussion themes
• Action items
• Relationship context

Technical Details

Credits

Account Research uses AI action credits, charged in proportion to the work done. Most requests consume 5 to 15 credits, depending on how complex the question is. Each call covers one account. See Credits & Billing.

Requirements

CRM and conversation history appear only if your organization has connected those sources to ZoomInfo at the tenant level. ZoomInfo data is always included. Ask your ZoomInfo admin which first-party sources are connected.

Automatic Tool Selection

The AI reaches for Account Research when you ask for a briefing, summary, or research on a named company. Prompts along the lines of "tell me about this account before my call" land here.

Architecture

The tool returns a written briefing rather than raw records. That keeps the result short enough to act on immediately. Under the hood it runs as a context agent: a sub-agent gathers from every connected source, filters to what matters for your question and your role, then synthesizes. Raw output from three systems would overflow the orchestrator's context window.

Example Prompts

"Research Acme Corp before my call tomorrow."

"Give me a full briefing on Salesforce, including our relationship history and the signals worth knowing right now."

"I have an EBR with HubSpot next week. What should I know?"

"Brief me on Datadog and flag anything that changed since last quarter."