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Target Audience
AI Relationship Research is designed for anyone who needs to better understand the people and organizations connected to a Salesforce record and act on those connections.
Note This table lists the most common personas. Additional personas may apply depending on the
product area, implementation approach, or specific use case.
| Persona | How they use AI Relationship Research |
|---|---|
| Account executives and sales reps | Research accounts and contacts before calls, identify warm introduction paths to decision-makers, and build engagement strategy to accelerate deal close. |
| Sales development representatives | Qualify leads faster by understanding their professional network, prior employers, and organizational affiliations. |
| Relationship managers and advisors | Research household members, key executives, and organizational connections to prepare for client meetings and identify opportunities to deepen existing relationships. |
| Account-based marketers | Research buying group members to understand their backgrounds, roles, and affiliations, and tailor campaign messaging accordingly. |
| Service and account management teams | Understand the people and organizations involved in a case or renewal to provide more informed, personalized support and identify expansion opportunities. |
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