Account research for security sales

Account research for security sales should tell you which accounts to call this week, who to talk to and why now, with a source you can check for every point. Repclose does that for sellers of application, cloud, identity or other security products: upload your accounts, and it ranks them and writes a plan for each.

Start with 5 free plans See a sample brief

What Repclose checks at security accounts

Repclose reads public sources for every account when you run it. These matter most in security deals:

• The company's own security pages. Trust and security pages show which reviews the company already passes and what a vendor will be asked for.
• Job posts. Security engineering roles, and the tools and standards they name, show who owns the problem and what is changing.
• Filings and news. For public companies, SEC filings and news give dated context, such as a reported incident or a new rule the company must meet.
• Status page incidents. Recent incidents are a dated reason for the conversation.

It also reads the company's own pages and recent news. Each finding links to its source, with the publication date where one exists, and anything inferred is marked as a guess.

Who to talk to

In security deals the people who matter are often security engineering and application security leads, the platform team that would run the tool, and the security leader who signs off. Repclose lists about 10 relevant people at each top account, checks the top 5 still hold their roles, and writes a short "why they care" note for each.

What you get for each account

• Whether the account fits who you sell to, and how strongly.
• Why now: the dated changes behind the timing.
• The people to call and what matters to each.
• Next steps and questions to ask, with the sources behind every point.

Upload up to 1,000 accounts in one run. Watched accounts are rechecked every week, so the plan shows what changed.

Doing it by hand

If you'd rather research accounts yourself, start with preparing for a regulated buyer and what trustworthy research looks like.