Account Profiles

View a complete, real-time picture of an account—combining Salesforce data with engagement signals, contacts, and AI-powered insights.

Why this matters

Use Account Profiles to:

• Understand account health and engagement at a glance
• Identify buying signals and prioritize outreach
• Uncover gaps in coverage (missing contacts, inactive stakeholders)

What is an Account Profile?

An Account Profile provides a unified view of everything Common Room knows about an account.

This includes:

• Salesforce data
• Associated Contacts
• Signal activity (product, community, web)
• AI-assisted research
• Job listings and news
• Scoring and firmographic data

👉 Think of the Account Profile as your single source of truth for account intelligence and action

When should I use this?

Use Account Profiles when you want to:

• Prepare for account outreach or meetings
• Assess account engagement and intent
• Identify key stakeholders and gaps
• Monitor account changes over time

Who is this for?

• Sales teams
• Customer Success Managers
• RevOps / GTM Operations
• Marketing (account-based strategies)

Quick Start

1. Open an Account from the Accounts page
2. Review key fields and signals at the top
3. Explore tabs (Contacts, Activity, Web Visits, etc.)
4. Take action (e.g., import contacts, create segments, outreach)

Account Profile Overview

Each Account Profile is structured to give you both:

• At-a-glance insights (top of page)
• Detailed exploration (tabs and sections)

You can customize which key fields appear at the top of the profile in your Common Room Settings.

Top Section (At-a-Glance Insights)

About Section

Displays:

• Account description
• Tags applied to the account
• Firmographic details from Salesforce (industry, employee count, account type)

AI Research (RoomieAI)

Use RoomieAI to research an Account directly within the profile.

You can:

• Run pre-built research prompts
• Ask custom questions
• Combine internet data with AI-generated insights

Once generated:

• Save results as team notes attached to the Account

💡 Use this to quickly prep for calls or uncover strategic insights

Key Fields

Key fields highlight the most important Salesforce and custom data at a glance.

Examples:

• Opportunity Stage
• ARR
• Account Owner
• Contract Renewal Date

Customization:

• Configured by Admins in Common Room Settings
• Applies across all Account Profiles

Contact Lists

Contact list widgets surface important stakeholders associated with the Account.

Examples:

• Economic buyers → Contacts who meet criteria for decision-makers
• Economic buyers not in Common Room → AI-identified potential stakeholders not yet tracked

💡 Use this to identify coverage gaps and expansion opportunities

Account Profile Tabs

Each tab provides a deeper view of the Account. Tabs can be filtered independently.

Contacts Tab

Displays all Contacts associated with the Account.

Contacts include employment status labels:

👉 This helps identify:

• Active stakeholders
• Missing CRM coverage

Exporting Contacts:

• Click Export (top-right of the tab)

Activity Tab

Shows all signal activity from Contacts associated with the Account.

You can filter by:

• Signal type
• Date range
• Specific Contacts

👉 Use this to assess account engagement and intent

Web Visits Tab

Displays website activity from associated Contacts.

You can see:

• Pages visited
• Visit timing
• Patterns (e.g., pricing page views)

👉 Helps identify high-intent behavior

Note: Requires Website Tracking to be configured
See: Website Tracking documentation

Prospector Tab

Find and import new Contacts directly from the Account Profile.

To use Prospector:

1. Open the Prospector tab
2. Review suggested contacts
3. Select contacts and click Import

Imported contacts:

• Appear in the Contacts tab
• Sync to Salesforce (if write-back is enabled)

Job Listings Tab

Shows active job postings for the Account.

Use this to identify:

• Growth areas
• New initiatives
• Potential buying signals

You can filter by:

• Job function
• Seniority
• Date posted

News Tab

Surfaces recent news and press mentions.

Examples:

• Funding rounds
• Product launches
• Leadership changes

👉 Use this to inform timely, relevant outreach

Account Details Tab

Displays:

• All additional fields from connected data sources
• Related accounts (e.g., parent/subsidiary relationships from Salesforce)

Common Issues

Contact missing from Contacts tab

• Ensure email domain matches Account domain
• Confirm Contact exists in Salesforce
• Verify employment data is up to date

Web Visits not appearing

• Confirm Website Tracking is configured
• Verify Contacts are identified correctly

Prospector import not syncing to Salesforce

• Check if Salesforce write-back is enabled
• Confirm permissions and integration settings

Best Practices

• Review Account Profiles before outreach or meetings
• Use Activity + Web Visits to identify high-intent accounts
• Regularly check for missing stakeholders
• Leverage RoomieAI for faster account research

FAQs

What is the difference between an Account and an Organization?

An Account is a Salesforce record representing a commercial relationship.

An Organization is Common Room’s unified view of a company across all signal sources.

Both can represent the same company and are linked where possible.

👉 For GTM workflows, use Accounts to stay aligned with Salesforce.

A Contact works at an Account but isn’t showing—why?

Common Room associates Contacts using:

• Employment data
• Email domain matching
• Salesforce relationships

If missing:

• Check domain alignment
• Confirm Salesforce association

Can I use Prospector directly from an Account Profile?

Yes. The Prospector tab allows you to:

• Find new Contacts
• Import them
• Automatically associate them with the Account