CUSTOM SALES INTELLIGENCE
When the Information Isn’t Available, We Go Straight to the Source.
Outset contacts your target accounts directly by phone and email to uncover information that traditional data providers and AI research tools can’t readily access.
Whether you need to know which software a company uses, how it manages a particular process, or the answer to a question unique to your business, we research the information your sales team needs.
Your Questions. Our Research.
Every business needs different information about its target accounts. Some need to identify which software companies use. Others need to understand how purchasing decisions are made, verify business information, or uncover details about existing vendors. Outset conducts custom research based on the specific questions your team needs answered.
Technology & Vendor Information
Identify which software systems, platforms, and service providers companies currently use.
Example: Which POS system does each restaurant use? Which management platform does a property management company operate on?
Decision-Making & Purchasing Processes
Understand who is involved in purchasing decisions, how decisions are made, and which departments influence the process.
Example: Who evaluates new software, who approves the purchase, and how does that decision move through the organization?
Company & Contact Verification
Verify that businesses are operating, identify the appropriate contacts, and fill in missing account information that isn’t readily available online.
Example: Identify the right contacts at property management companies when existing databases have incomplete records.
Current Providers & Potential Opportunities
Research how companies feel about their existing solutions, whether they’re considering alternatives, and what factors might influence a future change.
Example: Is a company satisfied with its current software provider? Would it consider evaluating another solution?
Custom Research Questions
Have a question that doesn’t fit into a standard data field? Tell us what you’re trying to learn. We’ll work with you to determine how to research it through direct outreach.
Example: How does a specific type of business manage a particular workflow, or which vendors are involved in that process?
These are examples, not fixed packages. What we can verify depends on the account and the information each company is willing to share.
How It Works
01
Define Your Research Questions
Tell us what information you need to know about your target accounts, whether that’s technology systems, vendor relationships, internal processes, or something else.
02
Identify Your Target Accounts
We can research accounts already in your CRM or prospect list, identify net-new accounts that fit your criteria, or combine both approaches.
03
Conduct the Research
We contact companies directly by phone and email to uncover and verify the information you’re looking for.
04
Deliver the Findings
We organize and deliver the results in your preferred format, so your team can put the information to work.
Research Delivered Your Way
Every project is built around your specific research questions, target accounts, and business needs.
Once the research is complete, we organize and deliver the findings in the format that works best for your team—whether that’s a structured spreadsheet, data ready for your CRM, or another preferred format.
Our goal is simple: provide information your team can put to use.
What Do You Need to Know About Your Target Accounts?
Tell us what information you’re looking for. We’ll discuss your research needs, target accounts, and how Outset might be able to help.