Account Intelligence software with evidence
Account intelligence is the researched context a team uses to understand a named company, what is changing, and which people may matter to a possible purchase. Lumnis builds a dated company view, applies your team's requirements, and connects its judgments to public evidence that a person can review.
Start with a company you already care about
Broad prospecting begins by asking who fits. Account research begins with a different question: given this company, what should our team understand before deciding what to do?
Lumnis Account Intelligence is designed for that second job. It brings the company reading, relevant people, and the evidence behind each assessment into one reviewable place.
Account intelligence is company intelligence applied to a sales motion
The underlying object is the company and the evidence around it. “Account” describes how a sales team uses that company intelligence: applying its sales thesis, ownership rules, relationship context, and next-step decisions to a company it may pursue or already knows.
This distinction matters because account intelligence should not invent a second version of the company. The company facts, dated changes, relevant people, and public evidence remain the same. The account view adds the team's operating context: why the company fits, what may have changed, who owns the relationship, what the CRM already knows, and whether the smallest sensible next move is research, routing, contact, or no action.
What an account view can include
A dated company reading
Understand the company as of a stated date rather than treating every fact as equally current. Review the public events and context that may change how your team reads the account.
Requirement-level judgments
Apply the criteria that matter to your sales thesis. See why the company appears to meet, partly meet, or not yet support those requirements instead of relying only on a generic rank.
Relevant people
Identify people whose roles and context may make them relevant to a possible purchase. This is a research starting point, not a claim that every member of a buying group is known.
Linked evidence
Inspect public sources where they are available. Source coverage and freshness can vary, so the as-of date and the underlying evidence should be reviewed before action.
How the account-research workflow works
- Choose the company. Begin with a named account your team already cares about.
- Apply your thesis. Set the company and people requirements relevant to the opportunity you are evaluating.
- Research the account. Build a dated view of company context, changes, and relevant people.
- Inspect the reasoning. Separate what a source shows from what Lumnis infers and what remains unknown.
- Choose the next move. Research further, route the account, contact a relevant person, or decide that the evidence is not strong enough yet.
A report should show the difference between fact and inference
| Reading layer | Example of the question it answers |
|---|---|
| Observed | What has the company or a public source actually said or shown? |
| Dated | When was that information current? |
| Inferred | Why could that evidence matter to this team's requirements? |
| Unknown | Which budgets, projects, relationships, or private priorities cannot be confirmed? |
| Action | What is the smallest sensible next step to validate the reading? |
This is especially important for intent. A public company change may create a reason to investigate. It does not prove that the account has approved a purchase or chosen a vendor.
Find the people around the account without pretending certainty
Stakeholder research is valuable when it helps a rep understand roles, likely responsibilities, and the context around a possible decision. It becomes misleading when a tool presents a complete “buying committee” as fact without evidence.
Lumnis identifies people who may be relevant and shows the basis for that judgment. The rep can validate responsibilities, add context from direct conversations or the CRM, and decide how to proceed.
Several related person-level observations can change the reading of the company. If relevant people at the same company discuss a connected problem, engage around a category, or move into roles that affect the team's thesis, the combined evidence may justify reviewing the account sooner. It does not prove that the company is coordinating a purchase or that an automatic account surge has occurred. The reviewer should check the roles, dates, source independence, and any evidence that weakens the hypothesis.
Add CRM context without overstating what it knows
When Attio or HubSpot is connected, Lumnis can match the person to a CRM contact and check the person's company against an account separately. The available account context can show an active deal, an existing customer, a marketing record, no active deal, or no account match. When present, the detail view can also show the matched account, deal, pipeline, and stage.
That context helps a reviewer answer practical questions: Is this person already known? Is another rep working an active deal? Is the company an existing customer? Does the lifecycle or stage suggest a different owner or action? If the match is unavailable or uncertain, the reviewer should open the CRM and confirm it rather than treating the absence as evidence.
Lumnis does not currently claim to analyze closed-won and closed-lost outcomes automatically, infer the ideal customer profile from the CRM, or provide a shipped closed-loop attribution system. Current CRM context supports review and coordination; it does not replace the CRM or the team's judgment.
Read how CRM context appears in Projects · Review supported integrations
Keep account research current at a defined cadence
An account brief becomes less useful as the evidence ages. When Lumnis research is configured to repeat through the available workflow, each new reading should carry an as-of date and be reviewed against the team's current criteria. The cadence depends on the configured Pipeline or research process; “continuous” does not mean zero-latency or real-time monitoring.
How Lumnis compares with common alternatives
| Approach | Best at | What Lumnis adds |
|---|---|---|
| Manual account research | Nuanced work on a small number of accounts | Repeatable research structure across more named accounts |
| Contact or sales intelligence | Broad company and contact coverage | A reasoned account view tied to team criteria |
| Sales network research | Network-native people discovery and relationship context | Evidence gathered into an account reading and reviewed as a whole |
| ABM intent data | Account-level activity and prioritization signals | An explicit distinction between the signal, the inference, and the unknown |
| Data-workflow builder | Flexible enrichment and configured research workflows | A product centered on the reviewed judgment rather than the table or workflow itself |
These approaches can work together. Lumnis does not need to replace a database, CRM, or network to improve the decision about where deeper sales work belongs.
Frequently asked questions
What is account intelligence?
Account intelligence is a current, researched view of a named company that helps a team understand what is happening, why it may matter, and which people could be relevant to a decision.
What is in a Lumnis account report?
A report can include dated company research, requirement-level judgments, relevant people, and linked public sources. Exact source coverage varies, and a reviewer should inspect the evidence before acting.
How is account intelligence different from sales intelligence?
Sales intelligence commonly supplies company and contact data at scale. Account intelligence develops a deeper view of a particular company, its current context, and the people around a possible purchase. Lumnis focuses on that reading and its evidence.
Is account intelligence the same as buyer intent?
No. Intent signals are possible inputs to an account reading. They show observable activity that may be relevant; they do not, by themselves, establish a private plan. Account intelligence combines signals with company context, team criteria, and review.
Does Lumnis identify the full buying committee?
Lumnis can identify people who may be relevant to a possible purchase. It cannot guarantee that every private stakeholder, relationship, or decision process is visible from public evidence.
Is the research real-time?
No general real-time promise should be assumed. Account views should carry an as-of date, and repeated research follows the cadence of the configured workflow and the freshness of its sources.
Give every named account a readable reason
Start with a company your team already cares about. Review what is changing, who may matter, and which evidence supports the next move.