Empower every rep to operate like your most seasoned seller
Turn scattered account signals into a point of view on the strongest way in.
Thousands of users at leading companies including
LLMs have dramatically improved account research.
But they summarize an account’s situation without connecting it to your value props. Octave links account intel to a winning point of view for each account, so all your reps stay grounded in your company’s strategy.
Make a smashing impression
Give reps an approach tailored to the account and persona they're about to meet with.
Briefs
Create an account dossier synthesizing deep research on an account and what to do about it.
Meeting prep
Generate account battle plans with scripted talk tracks or role plays.
Buying committee maps
Give reps multi-threading guidance and stakeholder insights.
Bring current account intel into every call
Robust research
Synthesize CRM history, conversation data, web research, news, job postings, LinkedIn profiles, and even news in your target account’s customer’s markets.
Actionable selling angles
Octave makes account research actionable by telling you what approach to take based on your GTM strategy and what’s been winning similar deals across your whole sales team.
GTM-grade recommendations
Octave uncovers a strategic account story for GTM, which general-purpose LLMs struggle to do out of the box. Capabilities like identity resolution and Octave’s deep web research agent connect ordinary findings to commercial next steps.
Connect account facts to a sales approach
Last reported funding round was in 2016
This company hasn't raised money in at least 10 years. They may be out of hypergrowth mode, so check their current priorities before using hypergrowth-segment messaging. Instead, check whether they're optimizing for cashflow efficiency and highlight [Product A] for [Use Case B].
Uses Oracle for its general ledger
Our [Product A] lacks the integrations they'll require. Lead with Product [B] and highlight [Capability 2] and [Capability 3].
Hired 50 engineers last quarter
For a large AI chip manufacturer, this may be routine hiring. Check growth priorities before treating it as a buying signal.
Actionable account research in Claude and Codex
Research — /octave:research
Deep research on a company or person before a call, including firmographics, news, org structure, and competitive context.
Brief — /octave:brief
Internal account dossier rendered as a scannable HTML reference page: everything you need before a call.
Meeting Prep — /octave:meeting-prep
Phase-by-phase battle plan with scripted talk tracks, objection handling, and coaching frameworks for your next meeting.
Pipeline — /octave:pipeline
Diagnose stalled deals with stakeholder strategy, multi-threading guidance, and concrete next steps.
In an extremely competitive market like ours, there's zero margin for error. Ensuring we position ourselves correctly and deliver the winning message in every moment is mission critical. That's what Octave ensures.
The first impression of Descope is now more positive and personalized because of Octave. We can cherry-pick the right features to highlight on a first call and create a personalized mini Descope point of view for every hand-raiser. Without the Octave process, reps either wouldn't have had the time to do this at all, or they would have been preparing them on their individual Claude instances, where we don't know what the output quality is going to be. Reps have found this standardized initial meeting prep very helpful.
BDRs used to take hours to research midmarket and enterprise accounts, creating an account plan and making sure they're targeting the right people. This has dropped to 30, 45 minutes with AI. With Octave, it's virtually zero.
Octave caused us to standardize on an AI work surface. If you weren't working out of a Claude instance with Octave plugged in, you were not effective in go-to-market. All my salespeople are sharp. They were working overtime to upload old training documents into personal context folders, copying and pasting text, trying to train AI to help them with deals. When Octave was deployed, they were relieved it wasn't their job anymore. That's when I realized we hit an acceleration point.
One tool for every sales motion
Turn one-off account research into a concrete sales approach