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Built for Salesforce teams

Your next account. Start the conversation.

See new companies exploring your website. Research the account, find relevant buying roles, and prepare an introduction for your team to review.

ENRICHING FIRMOGRAPHICS...0%
LookingGlass Live Feed with full navigation, company activity, and qualification
Swipe product features
Sales BrainContext-aware briefs and editable outreach drafts
Signal RulesTune qualification before alerts hit sales
PlaybooksAutomate routing, alerts, and next steps
PipelineTrack matched accounts before CRM sync
From signal to action

A new company arrives.
Give sales a way in.

Your next account may reach your website before it reaches a rep. Bring that company into focus, understand where you can help, and prepare a first conversation with a purpose.

01See the signal02Understand the account03Find the right people04Prepare the follow-up
01 /### ### ######

A strong-fit company.
A useful starting signal.

Product and pricing activity gives you a reason to look closer. Combine it with company fit so your team can spend time on accounts that belong in its sales motion.

Your rules. Your focus.Industry, geography, revenue, page behavior and more.
LookingGlass Live Feed showing qualified companies
A new company. A strong fit. 85
Morrow DistributionQualified by your rules
SIGNAL RULES01 / 04
Territory fitYour region. Your target industry.New company + product pages → review an account in your territory.
02 /##########

Know the account.
Know your way in.

02 /##########
01 / OVERVIEW

Know the account.
Know your way in.

Company research explains Morrow’s business and regional sales structure. Your Sales Brain explains what you sell and why it matters. Website activity gives the team a relevant place to start.

The Account Intelligence Brief brings that context into an account plan: a commercial angle, a question to establish, and a next action for the rep and sales leader.

Three perspectives. One useful account story.Deep company research + your products, services, and edge + the pages the company explored.
THREE PERSPECTIVES. ONE CONNECTED INTELLIGENCE BRIEF.
Company research01

Morrow Distribution

Industrial distribution

240 people3 sales regions
Three regional teams developing new accounts
Your Sales Brain02

LookingGlass

Your products, services, and edge

Company discoveryAccount intelligence
Company discovery → an owned sales handoff
Website engagement03

A newly identified company

1 visit · 8 page views

  1. /company-identification
  2. /account-intelligence
  3. /pricing
Last seen: /pricing
CONTEXT, BROUGHT TOGETHERAccount Intelligence Brief

Research + your value + engagement → role-specific next moves.

A clear task for each role.
YOUR PRIORITY

Explore Morrow’s handoff from new website account to regional sales owner.

YOUR NEXT ACTION

Prepare an introduction to Noah Vale, Revenue Operations Manager. Ask how a newly identified company reaches the right regional rep, then choose one account to walk through together.

ESTABLISH IN THE CONVERSATIONWho owns the routing decision and what context does the rep receive?
Facts and sources 5 facts · 4 sources
  • Account fact

    Three regional sales teams handle Morrow’s account development.

    Source 02
  • Your Sales Brain

    LookingGlass prepares email and LinkedIn drafts for the team to review and shape.

    Source 07
  • Your Sales Brain

    LookingGlass supports an account owner, a next step, and configured handoffs or CSV export.

    Source 07
  • Account fact

    Morrow’s contact roster includes Marketing, Revenue Operations, and Service leaders.

    Source 05
  • Your Sales Brain

    LookingGlass identifies arriving companies and qualifies company fit and page activity.

    Source 06
02 · Morrow · Regional sales structureCompany research

Company profile / Sales coverage

Sales coverage: three regional teams Account development sits with the regional sales organization. The profile does not specify territory boundaries or website-account assignment rules.

Supports: Regional sales structure

07 · LookingGlass · Outreach and owned follow-throughYour Sales Brain

Your Sales Brain / Follow-through capabilities

Outreach Studio: Basic email, branded Enhanced Email with assets, and LinkedIn connection / follow-up drafts. Review path: edit, save, approve, then copy or export the message. Account ownership: assign a pipeline owner and next step; use configured Playbooks, handoffs or CSV export to carry the context forward.

Supports: Reviewed outreach formats · Owned account workflow

05 · Morrow · Relevant team rolesCompany research

Account contact roster / Marketing, Revenue Operations and Service

Tessa Quinn — VP, Marketing Noah Vale — Revenue Operations Manager Rowan Ellis — VP of Service These are account contacts to consider for a conversation. The roster does not identify the visitor or establish purchasing authority.

Supports: Account contact roles

06 · LookingGlass · Discovery and account contextYour Sales Brain

Your Sales Brain / Products and differentiating value

Company discovery: identify the company behind website activity and apply company-fit and page rules. Account Intelligence: connect retained company context with the seller’s products, services and differentiators. Value proposition: carry one account story from discovery to a useful next move. A company match does not identify an individual visitor.

Supports: Company discovery · Connected account intelligence

A USEFUL NEXT QUESTION FOR MORROW01 / 04
Account handoff“How does a new company visiting your site reach the right regional rep?”
03 /#### ### ##### ######

Find the buying team.
Choose your first conversation.

Use your configured Buying Committee to source contacts that match your Ideal Customer Profile. Or run a company-specific Custom People Search for the title you need in the moment.

Buying Committee
CONFIGURED FOR YOUR SALES MOTION

Morrow Distribution

Roles to explore based on your Sales Brain.

Sales leaderRegional Sales DirectorOperations partnerRevenue Operations ManagerMarketing partnerVP, Marketing
The right roles for a useful conversation
Custom People Search
ONE COMPANY · A SPECIFIC TITLE
CompanyMorrow Distribution
Job titleRevenue Operations Manager
NVNoah ValeRevenue Operations Manager
04 /#### ## ########

Three ways to start
a better conversation.

Prepare a Basic email, an Enhanced Email with branding and assets, or a LinkedIn connection and follow-up. Put account context to work in a message that sounds like your team.

LookingGlass automates the draft, you shape the final message.Edit, save, approve, and copy or export.
Choose your format

Outreach Studio

Choose your format
ToNoah Vale · Morrow DistributionSubjectA clearer handoff for Morrow’s next account

Hi Noah,

Morrow’s three regional sales teams made me curious about how you route new website-driven opportunities. LookingGlass helps identify the company, connect its activity with account context, and prepare a useful sales handoff.

How does a new company visiting your site reach the right regional rep today?

If useful, we could walk through that handoff with one account.

Leah BentonAccount Executive · LookingGlass

MEET ALICE

A thinking partner.
A way forward.

Brainstorm an account angle, find the right workspace view, or work through your next conversation. Alice helps you shape your Sales Brain, navigate account research, and think through outreach and account experiences.

Explore the account angleNavigate your briefRefine your sales strengthsShape the first message

Help me prepare a first conversation with Noah.

Use the brief to frame one question about Morrow’s regional sales handoff. Explore Revenue Operations as a buying role, then shape a short message around the gap between a new website account and the right rep. Review the draft before choosing how to use it.

Want me to pull that Intelligence Brief together for you?

05 /#### ## ######

Give the account an owner and a follow-up.

Automate research and draft preparation with Playbooks. Give the account a stage, owner, and first-meeting task in Pipeline and Tasks. Or carry the account and its context into your connected sales workflow.

PlaybooksYour rules
Territory discovery

Put a new account in the right lane.

WHENQualified company explores product pages
THENMove the account to Reviewing
NEXTChoose an owner and first-meeting objective
Pipeline + Tasks

Keep the account moving.

New1
Reviewing1
Contacted1
OwnerLeah Benton
Due date
NEXT STEP

Prepare Morrow’s first-meeting plan

Owned work. Account context at hand.
Handoff

Carry the opportunity
into your workflow.

The account, its context, and a useful next step.

Direct connector
Tailored handoff
Tailored handoff
Tailored handoff
CSV exportExport raw intelligence and take it wherever you want
EXPERIMENTS

A page that feels
made for them.
Because it is.

Give each rep a destination in your own brand, built around the account plan and the company’s demonstrated interests. For Morrow, LookingGlass connects first-visit account discovery with a clearer regional sales handoff.

Experiments follows your automatic generation rules to prepare tailored account destinations autonomously at scale. Keep the first message, useful content, and next conversion pointed at the same sales conversation.

Your brand. Their interests. A page built around both.
Sample experience · Morrow Distribution
LookingGlassFOR THE MORROW TEAM
A GUIDED DEMO, BUILT AROUND YOU

Your next account.
A place to start.

Explore a sales workflow for Morrow: see the company, prepare a relevant account plan, and give the right regional team a clear next move.

  1. 01Find companies that fit your sales motion
  2. 02Prepare an account plan and buying roles
  3. 03Assign an owner and carry the handoff forward
YOUR NEXT 20 MINUTES
A clearer view.
A useful starting point.

Company discovery, account context, and your next move—explored together.

YOUR NEXT ACCOUNT, IN FOCUS.A conversation with a useful place to start.

Trusted by Data-Driven Revenue Teams

  • The Lodestone Group
  • Vanguard Cleaning Systems
  • Axon & Associates
  • Association Ready
  • Missouri Association of Manufacturers
Explore the potential

What could your next accounts be worth?

Start with website traffic and your average deal size. Explore the potential of getting more relevant accounts in front of sales.

Potential Pipeline Unlocked$4,500,000

2,000Companies Identified

300High Intent Leads

How much of this could your sales team close?

Start Capturing Now

Put your next account in focus.

Start a no-card trial, or walk through company discovery, account context, and your sales handoff in a guided demo.