Account IQ in CRM Embedded Experiences enables you to access powerful account insights within your CRM. Rather than searching across the web for relevant company insights and get up to speed quickly, Account IQ will provide an easy access summary of key information at a company. Account IQ will also enable you to improve buyer-seller conversations, and have more productive conversations by understanding strategic priorities, likely pain points, and financials.
With this single resource to learn about accounts from within your CRM, you can spend time absorbing the insights you need, with an added level of confidence knowing that you are looking at the most up-to-date information. Account IQ sets you up to have informed, personalized conversations every time you connect with buyers, instead of manually searching across many different sources. The feature can be leveraged to help with account qualification, prioritization, and preparing for lead engagement.
Important to know
Your admin should have enabled the Turn on Account IQ option from the Admin Settings page for you to access and use this feature.
Not every account that you are interested is eligible for a detailed account summary with Account IQ. If your account is eligible, then on the Overview tab, you will notice the Account IQ title followed by the following sections and an option to generate a complete summary for the account:
- Strategic priorities
- Business challenges
- Estimated revenue
For accounts that do not qualify for Account IQ, you will notice a banner on the account page that states that the account does not yet qualify for Account IQ.
The following image is Account IQ in HubSpot.
The following image is Account IQ in Microsoft Dynamics 365 Sales.
The following image is Account IQ in Salesforce.
The following image is Account IQ in Oracle Sales.
