Account Research
account_researchFull Description
Research a company/account/organization using ZoomInfo market data with your CRM and conversation history. Handles both targeted queries ("What's their recent news?") and broad orientation ("What's going on with this account?").
USE THIS WHEN: You need information about a company, organization, or account (their business, news, financials, tech stack, leadership team, recent developments).
DO NOT USE FOR: Individual person research (use Contact Research instead).
ANSWERS QUESTIONS LIKE: • Company context: What does this company do? Who are their competitors? What's their tech stack? • Leadership: Who's in the C-suite? What's the background of their CTO? • Financials: What's their revenue? Have they raised funding recently? • Recent developments: Any recent news or executive changes? • Relationship status: What's our deal status? Who's on the buying committee? • Engagement overview: How engaged are we? Who are our key contacts? • Qualification: What's our MEDDIC status with this account?
DOES NOT HANDLE: • Specific conversation queries ("What exactly did they say about X?") → Use Conversation Intelligence • Detailed engagement timelines or transcripts → Use Engagements • Structured data for export (revenue fields, headcount) → Use Enrich Companies • Raw/paginated signal export (Intent, News, Scoop) for downstream systems or bulk records → Use Enrich Company Signals
FOR BEST RESULTS: Construct queries that frame the user's goal and describe what ideal context would look like. The more the query conveys about the situation and desired outcome, the better the response.
General orientation: "User wants to understand what's going on with this account. Provide broad situational awareness — who they are, how the relationship stands, what's been happening, and anything notable I should know."
Call prep: "User has a meeting tomorrow with their VP of Engineering. Provide context that helps them walk in prepared — understanding of the company, the person, the relationship history, and any active deals or recent developments."
Deal review: "User is presenting this account at forecast. Provide context that supports a confident deal narrative — where the deal stands, who's involved, momentum indicators, and any risks."
Competitive situation: "User is positioning against Salesforce at this account. Provide context that informs competitive strategy — what they use today, how they evaluate, and what we know about their buying process."
Account planning: "User is building a strategic plan for this account. Provide context that supports territory strategy — the opportunity landscape, key relationships, coverage gaps, and growth signals."
RETURNS: Market intelligence: company overview, leadership profiles, products/services, financials, competitors, technology stack, recent news.
Insight signals: recent trigger events — funding, M&A, earnings, layoffs, partnerships, IPO/divestiture, product launches, leadership and buying-committee changes, hiring anomalies, website visits, and intent spikes (directional indicators).
Relationship intelligence: CRM records, buying committee, key contacts, engagement summary, MEDDIC qualification.
REQUIRES: zi_company_id (7-8 digit integer, e.g. '344589814'). Use Search Companies if you have a company name without the zoominfo company id.
CREDITS: Each query consumes ZoomInfo AI credits. Credit consumption scales with the amount of context retrieved and the complexity of inference performed.
Parameters (2 required)
querystringNatural language query describing the user's goal and what ideal context looks like. Frame the problem and desired outcome — the tool determines what to retrieve. Include the user's situation, immediate need, and anticipated next steps when known. Examples: • "User wants to understand what's going on with this account. Provide broad situational awareness — who they are, how the relationship stands, what's been happening, and anything notable I should know." • "User has a meeting tomorrow with their VP of Engineering. Provide context that helps them walk in prepared — understanding of the company, the person, the relationship history, and any active deals or recent developments."
zoominfoCompanyIdintegerZoomInfo company ID to research. Required. Format: Integer (e.g. 344589814). This is not a Salesforce or CRM ID. Use Search Companies to obtain if you have a company name or domain.