AI ProductsPrototype

Sales Intelligence Workspace

A B2B sales-intelligence workspace, with company and contact search, buying-intent signals and credit-based contact reveals.

Client
Minutrix
Sector
AI Products
Focus
Live B2B data
Discipline
B2B SaaS · GTM · Data
Product walkthroughIllustrative sample data

Overview

The challenge

Sales teams expect enterprise-grade search and filters, but should only pay for the contacts they actually use.

Our approach

Company and contact search runs against a live B2B data provider, behind a deep filter set of the kind sales teams expect from enterprise tools. Search is free; revealing a record costs a credit. The wider workspace of signals, lists, sequences, dialer and analytics is a clickable prototype that defines the target product, with each surface going live in turn.

Scope

What the build covers, area by area.

Data
  • Live company and contact data from a B2B data provider
  • Buying-intent signals
Search
  • Companies, contacts and intent
  • Enrichment for records you already hold
Filters
  • Enterprise-grade filter set
  • Firmographic, role and intent filters
Credits
  • Searching is free
  • Revealing a new record costs one credit
  • Revealed records stay available to the workspace
Workspaces
  • Each team gets its own workspace on signup
  • Users and roles per workspace
Status
  • Search is live
  • Signals, lists, sequences, dialer and analytics are a clickable prototype

Capabilities

What it does

6 capabilities, working from the same data.

Live search across companies and contacts, working end to end.

The firmographic, role and intent filters sales teams expect from enterprise tools, in one consistent panel.

Search costs nothing; revealing a record costs one credit, so spend tracks the contacts a team actually uses.

Signup creates a workspace with its own users and roles.

Each prototype surface is designed to go live in turn without reworking the rest of the product.

Signals, lists, saved searches, sequences, dialer, inbox and analytics exist as a clickable prototype defining the target product.

Sales Intelligence Workspace: system map showing how the platform's parts connectSales Intelligence Workspace: system map showing how the platform's parts connect
System map: every capability on one shared platform.

Workflow

How the work moves through it

6 stages, start to finish.

  1. Filters
  2. Search
  3. Results
  4. Reveal (1 credit)
  5. Lists & sequences
  6. Dialer / inbox

Interested in Sales Intelligence Workspace?

Let’s discuss how this can work for you.

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