Enable Intelligent Account-Based Sales Strategy

What is Oppwiser?

Oppwiser is an AI-powered sales intelligence platform designed for B2B sales and revenue teams; it is used to identify companies that meet the ICP criteria, detect potential purchase signals, enrich contact information, and determine the priority of various accounts. The phrase “Enable Intelligent Account-Based Sales Strategy” appears in the database as a description of this product, while its current name is Oppwiser.

It is more akin to a tool for account-based sales research and data analysis, rather than an intelligent agent that handles the transactions on behalf of sales staff. The system provides information on similar companies, ratings, indicators, and contacts, but it is still up to the sales team to determine whether there is a legitimate basis for contact, to verify the suitability of the business relationship, and to decide whether to engage in communication.

Overview of main functions

AI similar company search

Starting with ideal customers, existing customers, or key targets, Oppwiser analyzes the characteristics of their companies and their public activities, then suggests companies that are more similar to them. This feature is useful for expanding a small number of verified customers into a larger pool of potential target accounts.

• Search ad keywords reflect the markets and business themes that a company is competing for.
• Company descriptions, website text, and industry keywords are used to determine the business focus.
• Employees’ experience, skills, and technical expertise serve to complement an organization’s actual capabilities and working methods.
• Public product comparisons, reviews, and other corporate materials are used to identify competition or similarities.
• The results include similarity information, which helps sales staff to sort items by relevance, rather than relying solely on broad industry labels.

Similarity does not imply a willingness to make a purchase, nor does it mean that the other party is suitable for using the same sales tactics. It is necessary to examine the business model, scale, location, existing technologies, and procurement cycle on a sample basis, before including qualified accounts in the outreach process.

Natural language B2B company search

In addition to the traditional firmographic criteria such as industry, region, and size, users can also use free-text descriptions to outline the market, specific segments, or characteristics of a business. The platform converts these descriptions into search queries, and then uses keywords along with other attributes to narrow down the results.

1. First, define the necessary conditions, exclusion criteria, and business challenges for the ideal customer.
2. Describe the market, customer types, region, and technical features in a single complete sentence.
3. Add filters for employee count, country, industry, or keywords to reduce superficially relevant results.
4. Inspect the websites and products of several companies prior to the random check, and revise the descriptions or terms.
5. Export the confirmed list, sync it to CRM, or continue searching for key personnel.

Natural language search is suitable for exploring emerging niche markets with inconsistent naming, but the classification results can be affected by the wording on the website and the timing of data updates. When used for compliance filtering or high-value sales strategies, it is not sufficient to rely solely on the model labels.

Opportunity Scanner and account scoring

Opportunity Scanner continuously scans the company’s data as well as the connected CRM systems in search of new business opportunities or potential accounts that have not been followed up on for a long time. It provides daily recommendations for the next best buyers, enabling sales teams to focus their attention on companies that are closer to becoming ICPs and that have shown recent activity.

• The Opportunity Score is used to indicate the overall degree of fit between an account and a target opportunity.
• The Activity Score is used to indicate the intensity of the company’s recent activities or signals.
• It is possible to identify high-value accounts that already exist in the CRM but have been overlooked, thereby reducing duplicate purchases or the need to create new leads.
• New companies similar to those already in the market can also be identified from external markets and then incorporated into the sales process.
• The score serves as a tool to assist in setting priorities, but it does not determine the probability of purchase or income forecasts.

Before using the scoring system, it is necessary to determine which signals are truly related to one’s own transactions, and to calibrate the thresholds using historical data on successful and failed transactions as well as samples with no response. Accounts that have high scores but no clear explanation for those scores still require manual analysis.

Buyer signals and technical signals

• Job recruitment: Determine team expansion, project directions, or technological investments by analyzing job requirements and skill needs.
• Management changes: Identification of new leaders, position adjustments, and the resulting procurement opportunities.
• Employee experience: Assess the team’s background, professional skills, and experience with existing tools.
• Technical keywords: Tracking the technologies, systems, and working environments that enterprises use or are interested in.
• Public company activities: Use corporate information and online updates to provide additional reasons for making contact.

Signals can only indicate a possible change; they cannot prove the intentions of an individual. Sales messages should be based on verifiable facts about the company, and it is necessary to avoid claiming to know about undisclosed plans or making sensitive assumptions.

B2B company and contact data

The data set made public by Oppwiser includes over 60 million companies, 160 million contacts, 150 million work email addresses, 10 million direct phone numbers, and more than 45 billion buyer profiles. These figures represent the scope of data disclosed by the platform; no independent auditing method or information regarding the completeness of the data in different regions was provided.

The platform states that work email addresses are verified using public information and SMTP, with a distinction made between valid addresses and catch-all addresses. Even if an address is technically deliverable, companies still need to comply with local regulations regarding privacy, electronic marketing, anti-spam measures, and telemarketing.

How to find decision-makers

1. First, confirm the suitability of the target company’s business model; do not disclose contact information in large quantities from the outset.
2. Filter the roles involved in procurement by department, rank, responsibilities, experience, education, and location.
3. Identify economic decision-makers, business users, technical evaluators, and potential internal supporters.
4. The verification personnel are still employed by the current company, and it is determined whether their duties are related to the project.
5. Only those for whom there is a clear business reason are exported, with the time of acquisition, purpose of use, and exit status recorded.
6. Verify the email address and local licensing requirements once more before sending, and handle requests to unsubscribe, object, or delete promptly.

Chrome extensions

The official Chrome extension allows users to see information about similar companies, key personnel, and contact details when accessing corporate websites or LinkedIn company or personal profiles. The version listed in the store is 1.11.4, with an update date of December 19, 2024; the interface language is English.

• Open the extension on the customer’s or ICP company’s website to obtain suggestions for similar businesses.
• On a company’s LinkedIn page, you can find companies in the same industry or that work with similar products or technologies.
• On the personnel page, you can find the work email address and phone number; the usage related to these is subject to the account’s credit limit.
• The store states that its expansions will involve the handling of personally identifiable information and website content.
• The developers state that the data is not sold, nor is it used for purposes unrelated to its core functions, nor is it utilized for credit assessment.

The information displayed on the expanded pages is still influenced by the quality of the data available on the platform as well as the permissions of the account. Organizations should use browser management policies to control the installation of such pages, determine the scope of access to them, and regulate data export, in order to prevent their operation on unrelated or sensitive websites.

CRM, Outreach, and data-rich APIs

The pricing page lists Salesforce, Outreach, multi-user access, and data-enrichment APIs. These APIs take the enterprise website address, email address, or company name as input and can provide information such as size, location, industry, website details, LinkedIn information, along with details on similar companies; when Salesforce is used, it is also possible to obtain ratings for Opportunities and Activities.

The current public page does not provide information on API authentication methods, a list of endpoints, field dictionaries, rate limits, SDKs, or error formats. The technical team should first check the documentation and examples available on the free account before deciding whether to use it for production data synchronization.

Registration and usage process

1. Create a free account; you can test the basic results and the data volume limits without needing a credit card.
2. Prepare one or several genuine, high-quality customers as seeds to run similar company searches.
3. Expand the market scope using natural language search and firmographic criteria, while excluding companies that are clearly mismatched.
4. Check the company’s signals, Opportunity Score, and Activity Score to create a priority queue.
5. Filter contacts by the role in the purchasing committee, and only display and export the necessary contact information.
6. Choose manual export, Chrome extension, Salesforce, Outreach, or API integration for the subsequent process.
7. Track responses, meetings, opportunities, and deals, and use the actual results to adjust ICPs, signals, and thresholds.

Typical use cases

• Start with the best customers and identify similar companies in order to expand the list of high-quality target accounts.
• Use free text to explore niche markets that cannot be accurately described by traditional industry classifications.
• Scan accounts in Salesforce that have not been followed up on for an extended period to identify any new signs of activity.
• Monitor recruitment activities, staff changes, and technical keywords to provide sales teams with verifiable background information on contacts.
• When browsing a company’s website, quickly view similar companies and key personnel.
• Automatically update information for newly registered companies, incoming leads, or CRM accounts via API.

Which users are it suitable for

• SDR, BDR, and account managers who focus on selling through target accounts.
• A sales operations team is needed to develop ICPs, market maps, and priority models.
• It serves corporate clients, namely B2B companies with long sales cycles and complex purchasing committees.
• RevOps and data teams that need to clean up and enrich Salesforce data.
• It is possible to quickly research small sales teams of companies and decision-makers in a browser.
• Enterprise clients that require bulk data and customized CRM workflows.

Price packages

The current pricing page includes Salesforce, Outreach, Opportunity Scanner, account scoring, multi-user capabilities, and API access among the various plan options, but the icons on the page are not clear enough. The actual features available for free and paid accounts should be determined by accessing the backend and the billing page.

The home page states that registration is free and no credit card is required; it also provides a link to a 14-day trial version for business plans. It is not clear whether Starter and Premium plans offer the same trial period. The claim that Enterprise plans allow unlimited number of contacts is still subject to the fair use policy, and it should not be interpreted as meaning unlimited data collection without any restrictions.

The monthly price and terms need to be confirmed simultaneously.

The pricing page presents the self-service options at monthly rates of $0, $49, and $99; however, the old version of the terms of service described annual subscriptions, licensing based on the number of seats, and automatic annual renewal. For corporate orders, it is possible to agree on different features, prices, numbers of seats, and payment conditions.

In the absence of an order, the terms require cancellation one day before the next scheduled deduction in order to avoid charges; any amounts that have already been paid cannot be refunded or applied as a credit. Before making a purchase, it is necessary to check on the settlement page the currency used, taxes, the actual duration, the number of seats, the renewal date, and the procedures for cancellation.

Data licensing and commercial restrictions

Oppwiser grants customers permission to use the platforms and data purchased for internal business purposes; this permission is non-exclusive, non-transferable, and revocable. The terms prohibit the resale, re-licensing, disclosure of such data to third parties, as well as its use to create competitive products or databases.

• It is not permitted to withdraw, compile, or copy data from the account beyond what is authorized by the system.
• It is not allowed to increase the limits for searching, exporting, and managing contacts by bypassing restrictions or security features.
• The data must not be used for illegal purposes, fraud, harassment, discrimination, or misrepresentation.
• It is not permitted to use platform data to carry out unauthorized bulk email campaigns.
• Written authorization must be obtained first for scenarios involving third-party agents, customer delivery, or resale.

The terms also include broad restrictions on commercial use, and the product is clearly intended for use by sales teams. To avoid conflicts between internal customer acquisition and the prohibitive provisions, companies should specify in the orders the permitted uses such as sales, CRM, data enrichment, and outreach.

Privacy and data protection

The privacy policy still indicates that it came into effect in April 2022, and it explains the data related to websites and accounts. The platform may collect names, company information, addresses, email addresses, phone numbers, as well as data automatically transmitted by devices, for purposes such as operation, improvement, communication, marketing, sending emails, and fraud prevention.

• Cookies are used to save preferences and page visits, as well as to adjust the experience based on browser information.
• List the rights under CCPA, such as the right to be informed, to have data deleted, and to object to sales.
• List the rights of access, correction, deletion, restriction, objection, and data portability under GDPR.
• The request for rights will be addressed within one month; some requests may require identity verification.
• The terms require customers to determine on their own the legal basis for using contact data and to address the rights of the data subjects.

The terms of service stipulate that the customer and Oppwiser bear responsibility as controllers regarding the personal data of the contacts they process; cross-border processing may be carried out in accordance with the principle of adequacy or under standard contract clauses. The applicable law is the law of the Republic of Lithuania.

Private and security information that has not yet been made public

• The specific methods for obtaining B2B company and contact data, the frequency of updates, and the mechanisms for correcting errors are not fully disclosed.
• There are no specified retention periods for public accounts, searches, contacts, or exported data.
• The complete list of sub-processors, the hosting regions, as well as the backup and deletion schedules have not been confirmed.
• Transmission confirmation, static encryption, two-factor authentication, audit logs, or the scope of security certifications are not specified.
• It is not specified whether customer input, similarity models, or sales signals are used to train and improve the AI.
• No public DPA or security white papers were found; enterprises should request them from the sales team when making purchases.

API, SDK, GitHub, and open-source status

Advantages and capabilities boundaries

Main advantages

• Similar companies, natural language search, signals, contacts, and CRM features are all gathered in one platform.
• Using real, high-quality customers as a basis is more aligned with specific ICPs than relying solely on fixed industry codes.
• Opportunity Scanner can identify both entirely new companies and accounts that have been overlooked in CRM.
• Chrome extensions bring the analysis of similar companies and individuals into the everyday browsing process.
• The free tier provides limited results and contact information, and is suitable for initially verifying data coverage and quality.

Main limitations

• The scale of the data and the verification capabilities are primarily indicated by the platform itself; no independent coverage audit was conducted in this case.
• Company similarity, buyer signals, and ratings can all give false results; they cannot replace the judgment made by sales staff.
• The privacy policy is outdated, providing insufficient information regarding contact data, AI, retention periods, and sub-processors.
• The public API technical documentation, SDKs, GitHub account, and license have not yet been confirmed.
• The annual terms of service, based on a seat-based model, are not exactly the same as those shown on the current monthly price page.
• Revealing, exporting, and contacting contacts entails responsibilities under GDPR, CCPA, and anti-spam regulations.

Usage suggestions and summary

Oppwiser is suitable for B2B teams that already have a pool of high-quality clients and need to expand their client base while reducing the amount of manual research required. Start by using the free trial version to test the accuracy of the data related to the industry, region, and job positions, and then assess its value based on metrics such as meeting rates, effective opportunity rates, and conversion rates.

Platform data cannot automatically grant permission for contact, nor can it turn ratings into an indication of intent to purchase. Before deployment, processes for verifying contacts, minimizing data collection, preventing unsubscribes, handling deletion requests, and conducting audits should be established; moreover, the commercial purposes, renewal terms, and data usage rights must be specified in the orders.

Frequently Asked Questions

What is the tool “Enable Intelligent Account-Based Sales Strategy”?

This is a slogan describing Oppwiser from a subscription-based sales perspective; it is not the current name of the product. Oppwiser is an AI-powered sales intelligence platform used for identifying similar companies, detecting buyer signals, obtaining contact data, and scanning for CRM opportunities.

Is there a free version of Oppwiser?

Yes. The current Free plan costs $0 per month and includes 10 results for similar companies, 25 email and phone addresses, 25 B2B search results, as well as 25 exports per transaction.

What is the difference between Starter and Premium?

Both options offer functions such as searching for similar companies and B2B searches. The Starter plan costs $49 per month and includes 500 email addresses and phone numbers, while the Premium plan costs $99 per month and provides 2,500 such addresses. The maximum number of exports per transaction is 100 for the Starter plan and 1,000 for the Premium plan.

Is Salesforce and Outreach supported?

The current pricing page lists the integrations available between Salesforce and Outreach. The actual direction of synchronization, the fields involved, permissions, and the availability of various options should be confirmed in the account dashboard or within the order details.

Must the contact person’s email address be valid?

The platform claims to use public information and SMTP for verification, in order to distinguish between valid addresses and catch-all addresses; however, any database can be outdated or prone to errors. It is still necessary to verify the employment status, the status of the email address, and the legitimacy of the contact information before sending a message.

What can Chrome extensions do?

It allows one to find similar companies, key personnel, work email addresses and phone numbers on corporate websites and LinkedIn pages. The content of these websites as well as personally identifiable information is processed when using this tool, and organizations should control the permissions and scope of its use.

Are there any public documentation documents for the Oppwiser API?

The price confirmation page offers a rich set of APIs, but no public endpoints, authentication mechanisms, rate limiting options, SDKs, or complete documentation for the fields are available. Before integrating it in production, it is necessary to obtain the technical documentation from the account management team or sales department.

Is Oppwiser open-source software?

It is not a product whose open-source status has been confirmed. The terms designate the software, data, functions, and design as proprietary assets of Oppwiser; the availability of public APIs and Chrome extensions does not mean that the core platform is open source.

Can I get a refund after making the payment?

The terms state that any amounts already paid cannot be refunded or deducted. There are differences between the monthly pricing and the annual pricing based on seat counts; it is necessary to check the actual duration, renewal dates, and conditions for canceling orders before making a purchase.