AI Account Research

This feature is still in Beta and not accessible to the public yet.

Want to try the feature early? Get in touch with your CSM or product@madkudu.com.

Sales reps spend too much time researching accounts instead of selling. MadKudu’s Account Research feature changes that by giving you an Account Brief - a concise, actionable summary of key account details.

With this feature, you can:

  • Quickly understand why an account is a good fit.

  • Discover why now is the right time to engage.

  • Learn why your solution matters to them.

  • Generate an Account Brief: Quickly surfaces relevant information about a company, such as recent news, funding, leadership changes, and product launches.

  • Answer Critical Sales Questions: Provides insights that answer why an account is a good fit, why it’s timely, and why your product is relevant.

  • Centralize Data Sources: Combines information from LinkedIn, websites, Salesforce, and other tools into one easy-to-digest summary.

  • Save Time: Spend less time researching and more time selling.

  • Personalized Outreach: Use curated insights to craft tailored messages.

  • Confident Calls: Go into meetings fully prepared with the most relevant information.

  1. Click on an Account in Copilot.

  2. Navigate to the "AI brief" tab.

  3. View the automatically generated Account Brief – it may take a few seconds.

  4. Click on any relevant source (e.g., LinkedIn page, company website, or news article) to navigate directly to it for deeper insights & transparency.

  5. Use the insights to craft personalized messages or prep for meetings!

If you encounter issues or have questions, contact your CSM or email us at product@madkudu.com.