Reps uncover valuable context on LinkedIn—job changes, connections, pain points, and updates. But once the tab closes, those insights vanish. Without being logged, they’re forgotten in minutes, forcing reps to re-research the same prospects again and again.
.png)
Without context like promotions or role changes, outreach feels generic and fails to stand out.
Missing key updates such as funding rounds or expansions leads to poorly timed and less effective follow-ups.
Overlooking engagement signals like repeated visits or content downloads means missing strong buying cues.
Using outdated details risks awkward outreach that damages credibility and trust with prospects.
This isn’t a rep problem—it’s a system gap. Sales tools track calls and emails, but LinkedIn discovery has no system of record. Reps either jot things down, leave tabs open, or hope to remember later (they don’t). So valuable context dies with every browsing session.
Sales tools log calls and emails, but LinkedIn insights vanish into the void with no dedicated place to live.
Reps resort to jotting quick notes, leaving tabs open, or relying on memory—none of which are reliable.
Without a structured way to capture, valuable discovery fades after every browsing session.
Teams waste hours revisiting the same details instead of building on past knowledge.
SDRs, AEs, and leaders work in silos, missing the chance to align and share intel.
Follow-ups fall flat without the context of earlier research and interactions.
When LinkedIn research isn’t captured or shared, teams lose critical buyer context. What feels like a small inefficiency—like forgetting a note or skipping a detail—quickly compounds into missed deals, wasted time, and disjointed workflows across the sales org.
To turn LinkedIn into a source of revenue intelligence, you need a system that:
Tie notes to the right CRM contacts/accounts.
Make intel searchable and shareable.
Drive plays and follow-ups from insights.
Your sellers are smarter than ever—they research deeply, learn what matters, and try to show up with relevance. But if those insights vanish with every closed tab, the team is flying blind.
Fix the capture gap, and your pipeline won’t just grow—it will get smarter every day.
