Sales Intelligence Software: A Buyer's Guide

Sales intelligence software helps teams gather and organize information for account and prospect research. The right choice starts with a clear research problem: incomplete business records, uncertain matches, or limited context for relevant outreach.

Before comparing product demonstrations, define what your team needs to understand and how it will check the information. A polished interface cannot replace a repeatable research process. This guide offers practical questions to help you evaluate fit.

Start With the Research Workflow

Map a real task from the initial question to the next action. A sales researcher might need to cross-reference a business record before preparing an account brief. A marketing team might need consistent information to organize audience segments.

List the inputs you already have, the information you need, and who reviews uncertain results. Separate essential requirements from optional features. Ask each provider to demonstrate your actual task rather than relying on a broad feature tour.

Sales intelligence software a buyers guide blog

Look Closely at Data Quality

Useful sales research depends on relevant information and credible matching. Ask what each field represents, how missing information appears, and what evidence helps distinguish similar records. Access to more information does not make every result equally useful.

  • Review clear matches and ambiguous candidates.
  • Check how conflicting information is presented.
  • Ask about source context and update practices.
  • Preserve research notes and unresolved questions.

 

EnformionGO draws on more than 6,000 unique data sources for public-record inquiries and cross-referencing existing data. Evaluate that context against your specific research needs.

Compare How the Tool Fits Your Team

Consider who will use the information and where their work happens. Manual research and application-based workflows have different needs. Confirm available access methods, required development work, and any limitations directly with the provider.

EnformionGO is a data intelligence platform providing real-time access to identity, people, business, asset, and court record data through self-service searches and API integrations. Its supported business applications include sales research, marketing, market research, data verification, and data collection.

Explore EnformionGO to assess its fit for an appropriate business research workflow.

Sales intelligence software a buyers guide blog

Use a Pilot to Test Your Shortlist

Give shortlisted providers the same representative research tasks and evaluate them against written criteria. Include incomplete records and difficult matches, not only clean examples. Record whether the results answer the original question and how much review is needed.

Discuss costs, usage conditions, support, and access arrangements with each provider before committing. Avoid assuming that a demonstration includes every feature or that a stated capability works with your existing systems. Keep the decision tied to requirements your team can verify.

Choose a Tool You Can Evaluate Consistently

A useful buying decision connects business needs, information quality, and practical adoption. Document why a platform meets your requirements and what remains uncertain. After selection, revisit the same criteria as your research process develops.

For EnformionGO, the instructional resources below provide a starting point for learning about its search and API products. Get Started with EnformionGO.

Enformiongo api documentation readme

Getting familiar with how to use EnformionGO’s search and API products is very helpful in deciding what products you’ll want to use. We’ve created this quick start guide to walk new users through how to use EnformionGO. Happy searching!

Pro License Data

Filter Pro License Data using the fields below.

  • License Status
    • Multi select
      Description: Select the license status(es) you want to target. You can select more than one


  • License Issuing State
    • Multi select
      Description: Select the license issuing state(s) you want to target. You can select more than one.


  • License Issuing Date Range
    • Select the date range for when the target matches had their license issued.
  • License Expiration Date Range
    • Select the date range for when the target matches had their license expire.

Workplace & Corporation Data

Filter Workplace Data using the fields below.

  • Years at Company
    • Field type: input
    • Description: Enter the number of years at a company for your target matches.
  • Job Title Level
    • Multi select
      Description: Select the job title level(s) you want to target. You can select more than one.
  • Department
    • Multi select
      Description: Select the department(s) you want to target. You can select more than one.
  • Company Revenue Range
    • Field type: range – min/max ($0 – $100,000,000)
    • Description: Set the company revenue range for your matches
  • Company Size
    • Field type: range – min/max (0 – 10,000)
    • Description: Set the company size range for your matches
  • Office Location City
    • Field type: input
    • Description: Enter the office location city name you want to target
 
  • Office Location County
    • Field type: input
    • Description: Enter the office location county name you want to target
  • Office Location State
    • Field type: Multi-select
    • Description: Select the office location state(s) you want to target. You can select more than one.
  • Office Location Zip
    • Field type: input
    • Description: Enter the office location zip code you want to target

Property Data

Filter Property Data using the fields below.

  • Number of Property Owners
    • Field type: range – min/max (0 – 50)
    • Description: Set the range of the number of owners for one of the properties linked to each match you want to target
  • Land Use Code
    • Field type: input
    • Description: Enter the land use code (number only) for one of the properties linked to each match you want to target. For example, for “1100: Single-Family Home” you would enter “1100”
  • Total Square Footage
    • Field type: input
    • Description: Enter the total square footage (number only) for one of the properties linked to each match you want to target

  • Property Value
    • Field type: range – min/max (0 – 10 million)
    • Description: Set the range of the property value for one of the properties linked to each match you want to target
  • Mortgage Amount
    • Field type: input
    • Description: Enter the mortgage amount (number only) for one of the properties linked to each match you want to target
  • Purchase Date
    • Field type: input
    • Description: Enter the purchase date (number only) for one of the properties linked to each match you want to target
  • Property Type
    • Multi select
      Description: Select the property type(s) you want to target. You can select more than one.
  • Owner Type
    • Multi select
      Description: Select the owner type(s) you want to target. You can select more than one.
  • Owner Status
    • Multi select
      Description: Select the owner status(es) you want to target. You can select more than one.
  • Owner Occupied
    • Field type: Boolean
    • Description: Select if you require for one of the properties to be owner-occupied

Consumer Insights Data

Filter Consumer Insights Data using the fields below.

  • Presence of Children
    • Field type: Boolean
    • Description: Select if you require matches with children present in the household
    •  
  • Credit Card Holder
    • Field type: Boolean
    • Description: Select if you require matches to be a credit card holder
  • Interest in Travel
    • Field type: Boolean
    • Description: Select if you require matches to be interested in travel
  • Interest in Cooking
    • Field type: Boolean
    • Description: Select if you require matches to be interested in cooking
  • Interest in Reading
    • Field type: Boolean
    • Description: Select if you require matches to be interested in reading


  • Smoker
    • Field type: Boolean
    • Description: Select if you require matches to be a smoker
  • Exercise Enthusiast
    • Field type: Boolean
    • Description: Select if you require matches to be an exercise enthusiast
  • Exercise with Running
    • Field type: Boolean
    • Description: Select if you require matches who run for exercise
  • Exercise with Walking
    • Field type: Boolean
    • Description: Select if you require matches who walk for exercise
  • Does Aerobic Exercise
    • Field type: Boolean
    • Description: Select if you require matches who do aerobic exercise
  • Into Camping / Hiking
    • Field type: Boolean
    • Description: Select if you require matches who are interested in camping / hiking 
  • Into Natural Foods
    • Field type: Boolean
    • Description: Select if you require matches who are interested in natural foods
  • Into Beauty Health
    • Field type: Boolean
    • Description: Select if you require matches who are interested in health / beauty
  • Into Medical Health
    • Field type: Boolean
    • Description: Select if you require matches who are interested in health / medicine
  • Into the Outdoors
    • Field type: Boolean
    • Description: Select if you require matches who are interested in the outdoors
  • Into Sporty Living
    • Field type: Boolean
    • Description: Select if you require matches who are interested in the outdoors

Location Data

Filter Location Data using the fields below.

  • City
    • Field type: input
    • Description: Enter the city name you want to target
  • County
    • Field type: input
    • Description: Enter the county name you want to target
  • State
    • Field type: Multi-select
    • Description: Select the state(s) you want to target. You can select more than one.
  • Zip
    • Field type: input
    • Description: Enter the zip code you want to target
  • Population Designation
    • Field type: Multi-select
    • Description: Select the population type(s) you want to target. You can select more than one.

Person Data

Filter Person Data using the fields below.

  • Age
    • Field type: range – min/max (18 – 120)
    • Description: Set the age range for your matches
  • Education Level
    • Multi select
      Description: Select the education level(s) you want to target. You can select more than one.
  • Credit Score
    • Field type: range – min/max (0 – 850)
    • Description: Set the credit score range for your matches
  • Estimated Income
    • Field type: range – min/max ($0 – $250,000)
    • Description: Set the income range for your matches. Max setting is $250,000+.
  • Number of Properties Owned
    • Field type: range – min/max (0 – 50)
    • Description: Set the owned properties range for your matches
  • Occupation Level
    • Multi select
      Description: Select the occupation level(s) you want to target. You can select more than one.
  • Marital Status
    • Multi select
      Description: Select the marital status(es) you want to target. You can select more than one.
  • Gender
    • Multi select
      Description: Select the gender(s) you want to target. You can select more than one. Default is all.