Research Target Accounts Before Calls
Every morning, WebRun reads today's scheduled calls from Salesforce, looks up each company on LinkedIn for recent posts, job openings, and headcount changes, pulls any news snippets linked in the Salesforce record, and delivers a punchy one-page brief per account to Slack before your first meeting.
How can I automatically research target accounts before every sales call?
Every morning, WebRun reads today's scheduled calls from Salesforce, looks up each company on LinkedIn for recent posts, job openings, and headcount signals, and delivers a punchy one-page brief per account to Slack — so every rep walks into every call prepared.
- Every rep enters each call with fresh account intel
- LinkedIn signals and news gathered automatically — no manual research
- More relevant conversations that reflect what's happening at the prospect now
Built for account executives · B2B sales teams · enterprise sales reps · sales managers
What does WebRun do on every run?
The exact actions WebRun takes, in order — in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
login.salesforce.comin a real browser with your saved login — no setup, no API keys. -
1
Salesforce — pull today's call schedule
salesforce.com
WebRun opens Salesforce to pull today's call schedule. - Open Today's Activities and filter to calls and meetings scheduled for today
- For each activity, read the associated company name, primary contact, deal stage, and any existing notes
- Capture the call time so briefs can be ordered chronologically
Done when All of today's calls are identified with their associated company and deal context.
-
2
LinkedIn — gather company signals
linkedin.com
WebRun opens LinkedIn to gather company signals. - Search for the company page of each account and read the About section for headcount and recent updates
- Scan the company's last 3 posts for topics, product launches, or hiring signals
- Check the primary contact's profile for recent activity, role changes, or shared connections
Done when LinkedIn signals are collected for every account on today's call list.
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3
Slack — deliver the pre-call briefs
slack.com
WebRun opens Slack to deliver the pre-call briefs. - Post a brief for each account: company summary, recent news or LinkedIn activity, contact's background, and a suggested conversation opener
- Order briefs by call time so they flow with your day
- Send to your personal Slack DM so only you see the research
Done when You have a pre-call brief for every scheduled meeting in Slack before 9:00 AM.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it connect to or message anyone on LinkedIn?
No. It reads public company and profile pages only — it never sends connection requests, messages, or interacts with anyone on your behalf.
What if a company's LinkedIn page has no recent posts?
WebRun notes that in the brief and falls back to the company website and any notes already in Salesforce, so you still get a useful summary.
Can it prep briefs for prospects I'm calling on a road trip too?
Yes — any activity logged in Salesforce for today is included, whether it is a video call, a site visit, or a phone call.
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