Step 1
Use the Same Accounts
Choose a representative account sample with known CRM history, buyer roles, and recent outcomes.
A fair product test
Replace feature checklists with operating evidence
Product pages and demos change. A controlled evaluation shows how each option works with your accounts, your team, and your definition of a qualified outcome.
Step 2
Run the Same Motion
Keep the audience, offer, channels, owners, review rules, and evaluation period consistent.
Step 3
Inspect the Workflow
Record the research, review, handoff, exception, and reporting work required outside each platform.
Step 4
Compare Your Outcomes
Measure positive replies, held meetings, accepted opportunities, opt-outs, and seller effort.
Account and buyer context
- Prospectory workflow
- Named accounts, buyer roles, signals, and CRM history in one working record
- What to test
- Check field coverage, source recency, corrections, ownership, and duplicates
Account prioritization
- Prospectory workflow
- Account-level P2B and P2C scores with defined factors, explanations, and available source context
- What to test
- Inspect factor evidence and compare later CRM outcomes by score band
Message preparation
- Prospectory workflow
- Drafts grounded in the account, buyer, and signal context your team selects
- What to test
- Compare review time, factual corrections, tone edits, and approval rate
Channel workflow
- Prospectory workflow
- Configurable email, LinkedIn, SMS, and phone steps from shared account context
- What to test
- Confirm channels, limits, dependencies, stop rules, and manual handoffs
Response handling
- Prospectory workflow
- Reply classification, response drafts, and routing to the appropriate owner
- What to test
- Exercise common replies, objections, exceptions, opt-outs, and meeting handoffs
Measurement
- Prospectory workflow
- Campaign and CRM outcomes organized by audience, channel, and score band
- What to test
- Use consistent definitions for replies, held meetings, accepted opportunities, and opt-outs
Commercial fit
- Prospectory workflow
- A current quote based on QBO credits, channel allowances, and workflow scope
- What to test
- Include platform, data, usage, integration, implementation, training, and administration costs
Connected Workflow
Bring intelligence and execution together
Use one account context from research and prioritization through outreach, response handling, and measurement.
Rank
Accounts by five factors
Explain
What shaped each score
Plan
Outreach across channels
Measure
Results against your baseline
Propensity to Buy Scoring
Review five weighted company-research factors, their explanations, and available source context.
Explainable account ranking
Account Research with Source Context
Bring company news, technology context, hiring signals, and other selected sources into one reviewable prospect brief.
Reviewable research
Connected Prospecting Workflow
Connect account selection, research, outreach, response handling, and CRM context in one operating workflow.
Shared account context
Intent Signal Detection
Monitor selected funding, leadership, hiring, technology, and first-party engagement signals with available source context.
Current account signals
Multi-Channel Campaigns
Coordinate email, LinkedIn, and phone steps using the audience, timing, review, and stop rules your team defines.
Coordinated execution
Response Management
Classify replies, prepare contextual drafts, and route each conversation to the right owner for the next action.
Reviewable reply routing
"Connect account evidence to action, then measure what your team learns."
Ready to see Prospectory in action?
Bring a representative account sample and one sales motion. We will map the data, workflow, review rules, integrations, and outcomes you should compare.
Representative account sample
Defined sales workflow
Customer-measured outcomes