Productslead research and scoring

Lead research and scoring for account fit, timing, and sales priority

Use company websites, news, hiring signals, and CRM context to summarize account fit, pain hypotheses, and outreach priority in Sanka.

LegendPromptActionCheckData
“Research this accountand score fit”AI runSummarize signalsand pain hypothesesUpdate Sanka recordSankaLead ScoreReviewOutreachOK?Approve / handoffSankaLeadRevise
Trusted by 1,000+ teams
Overview

Reduce research time and preserve why a lead matters now

Summarize account context

Condense company overview, business model, news, hiring, and likely priorities before outreach.

Score account fit

Rank priority from industry, size, tools, timing, pain hypotheses, and existing touchpoints.

Preserve the next reason

Keep why to reach out, who to contact, and what to ask attached to the sales record.

Tutorial

Connect lead research to sales records

  1. 01Collect company signalsReview company name, website, industry, hiring, news, and CRM context.
  2. 02Create score and pain hypothesesUse AI to organize fit, timing, likely pain, and priority.
  3. 03Handoff to lead and deal workWrite reviewed research to Sanka leads, companies, contacts, and next actions.
Compare

Manual lead research makes every rep restart the same prep

WorkflowWithout SankaWith Sanka
Company researchReps manually check websites, news, and hiring signalsAI summarizes account context and sales hypotheses
PriorityOutreach order depends on individual judgmentStore a score based on fit, timing, and signals
Meeting prepResearch notes do not survive inside CRMSave research to Sanka lead and company records
HandoffSDR-to-AE context gets lostCarry reasons, questions, and next actions forward

Company research

Without Sanka

Reps manually check websites, news, and hiring signals

With Sanka

AI summarizes account context and sales hypotheses

Priority

Without Sanka

Outreach order depends on individual judgment

With Sanka

Store a score based on fit, timing, and signals

Meeting prep

Without Sanka

Research notes do not survive inside CRM

With Sanka

Save research to Sanka lead and company records

Handoff

Without Sanka

SDR-to-AE context gets lost

With Sanka

Carry reasons, questions, and next actions forward

Customer quotes

Don't take our word for it.

We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
Mokaru International Co., Ltd.
Sanka does more than inventory control. It can manage purchasing, billing, orders, and shipping in one place.
nomad's
If you feel paper or Excel-based management has reached its limit, the first step is to digitize what actually happens on the floor.
Hakko Electronics Co., Ltd.
FAQ

Frequently asked questions

What data can scoring use?
Company profile, industry, size, hiring, news, existing touchpoints, and CRM status can be used to organize priority.
Are scores applied automatically?
They can be drafted automatically and reviewed by sales or managers before being written to lead or deal records.
Can HubSpot or Salesforce data be used?
Yes. Connected CRM companies, contacts, and deals can be included as research context.
Sanka | Lead Research & Scoring