Relationships are buried
Previous employers are disconnected from your account and engagement history.
Relationship intelligence for Salesforce
Find warm opportunities already hidden in your CRM.
Context AI analyzes the prospects already in Salesforce, maps their employment history, and identifies people who have previously worked at companies your organization has done business with.
Turn cold outreach into conversations with context.
No value found? No fee.
Relationship scanExisting CRM database
Analysis ready10,000Prospects
42,680Career records
JD
John D.Target prospect
Former employerABC Company
Relationship found
Your CRMPast customer
Illustrative result300 relationship opportunities
The missed signal
Your CRM knows who your prospects are. It usually does not tell you who already knows you.
Thousands of contacts may have worked at companies your organization has served, sold to, partnered with, or maintained relationships with. That history is rarely obvious when a rep prepares for the next call.
Research does not scale
Comparing thousands of career histories against CRM accounts is impractical for reps.
Warm context goes unused
Sellers approach people cold even when a meaningful connection may already exist.
The relationship layer
We uncover the relationship before your salesperson makes the call.
Context AI maps prospect career history against your company's CRM accounts and relationship history. When a meaningful match is found, we surface the prospect and the context behind the connection.
The opportunity was already in Salesforce. Context AI makes the relationship visible.
Prospect
Former company
Your account history
Warm opportunity
How it works
From CRM data to warm opportunity in four steps.
No new workflow for your reps. Start with the data your organization already owns.
Step 1
Analyze the prospects already in Salesforce
Start with the database your sales team already owns.
JD
John DavisVP Sales
AM
Alicia MorganCRO
RP
Rohan PatelSales Director
10,000Prospect contacts
Step 1 of 4
The conversation changes
A cold introduction becomes a relevant conversation.
“Hi John, I wanted to introduce our company and tell you what we do.”
No relationship context
“John, I noticed you were at ABC Company from 2018–2021. We worked with ABC during that period, so I thought it would be worth connecting with you at your new company.”
Relevant reason to connect
Illustrative example only. An employment match does not mean the prospect personally used or purchased your services; relationship details should be reviewed before outreach.
Relationship intelligence outcomes Analyzing CRM
↗
Warm Paths
Find hidden relationships
Surface prospects connected to companies already known to your business.
◎
Priority
Focus reps on better prospects
See which existing Salesforce contacts deserve attention first.
✦
Relevance
Open with meaningful context
Give sellers employment and account history before outreach.
◇
Data Value
Use what you already own
Create new value from contacts and account history already in your CRM.
+
New Logos
Turn familiarity into growth
Find people who may carry brand familiarity from previous employers.
Ready for outreachRelevant reasons to connect
Business outcomes
Give your sales team a warmer reason to call.
Turn dormant CRM history into a practical advantage for new-logo conversations. Surface hidden paths, prioritize better, and give every seller a relevant reason to connect.
Book a 20-Minute DemoInitial database analysis
Start with the contacts already sitting in Salesforce.
You do not have to wait months for new data. We can process an existing prospect database, analyze career history, compare previous employers against CRM accounts, and return the relationship opportunities uncovered.
10,000Prospects in Salesforce
Career historyEmployment records analyzed
Account overlapRelationship history matched
300 opportunitiesIllustrative result, not a guarantee
Outcome-based engagement
We prove the value first.
No value found? No fee.
The initial engagement is designed around measurable results. We analyze the agreed Salesforce prospect population and charge based on qualified relationship opportunities that meet the criteria defined together.
Define the criteria upfront Review the results together Pay for the value uncovered
Qualification
Clear criteria. Reviewable results.
Before an analysis begins, Context AI and your team agree on what qualifies as a reportable relationship opportunity.
A typical result may include
A prospect contact already present in Salesforce
Verified or high-confidence prior employment information
A match between a previous employer and an account in your CRM
Relevant account or engagement context available for review
Ongoing intelligence
Find today's opportunities—then keep watching for tomorrow's.
Begin with a one-time analysis, then optionally monitor for new opportunities as contacts enter Salesforce, people change jobs, and account relationships evolve.
Best fit
Built for sales organizations with valuable CRM history.
Ideal for teams with meaningful contact databases, established account relationships, and a mandate to improve new-logo conversion from existing data.
Professional servicesAccountingConsultingEnterprise B2BFinancial servicesTechnology
FAQ
Questions sales leaders ask first.
Need to discuss your CRM structure or matching criteria?
Talk with our teamWhat data do you analyze?+
The initial use case focuses on prospect contacts in Salesforce, their employment histories, and relevant account or relationship information available for matching.
Do we need to replace our CRM?+
No. Context AI is designed to work around the systems and data your sales organization already uses.
How long does the initial analysis take?+
The objective is to return results quickly. Exact timing depends on database size, data access, and the matching criteria agreed before the analysis begins.
Do you charge if nothing useful is found?+
The proposed initial model is outcome-based: no qualifying value found, no fee. Final contract language and qualification criteria are agreed before the analysis begins.
Does every employment match mean the person was a customer?+
No. A match indicates potentially useful relationship context. Your team should review the underlying account and engagement history before using it in outreach.
Can this continue after the initial analysis?+
Yes. The same logic can support ongoing monitoring as new contacts enter Salesforce, people change employers, and relationship data evolves.
The signal is already there
Your next warm conversation may already be sitting in Salesforce.
Let Context AI analyze the relationships your team cannot realistically research one contact at a time.
No value found? No fee.