Research done before the call.
HubSpot Data Agent, set up on clean CRM data and the questions your teams actually ask.
HubSpot Data Agent answers business questions about any contact or company from your CRM, call transcripts, emails, documents and web research, and writes the answers back to the record. Azend prepares the data it reads, defines the questions with your teams and checks the answers before anyone relies on them.
What leaders measure.
The metrics we instrument in HubSpot. Named, never promised.
Question in. Answer on the record.
HubSpot lists these sources for Data Agent.
TrackedQuestions your teams research by hand
TrackedResearch time and meetings booked
A model, not a result.
Three ways teams use it.
Smart properties
Ask a question about any account. The answer lands in a property.
Buyer intent
HubSpot tracks more than 40 live signals, such as site visits and category research, to flag companies in market.
Custom signals
You define triggers, such as a funding round or a new office, and Data Agent watches for them.
HubSpot reports. An average HubSpot publishes for Data Agent users (source). Not an Azend client result.
Clean data first.
Data Agent answers from what is on the record. Duplicates and gaps become wrong answers.
Deduplicate
Duplicate companies and contacts merged across markets, brands and old systems.
Define
Agreed meanings for industry, segment, market and lifecycle stage.
Associate
Calls, emails and deals linked to the right company, so context is complete.
Consent
Call recording and data use set to each market's data protection law.
How Azend prepares it.
Questions first, then data, then agent.
Questions
With sales and marketing leads, we list the ten questions they research by hand today.
Data audit
We check whether HubSpot holds the inputs for each answer, and fix what it does not.
Configure
Smart properties, intent and custom signals set up for your segments and markets.
Verify
A sample of answers checked against what your team knows.
Measure
Research time, meetings booked and credits used, reviewed monthly.
Questions.
Which HubSpot editions include Data Agent?
HubSpot lists Data Agent for Starter, Professional and Enterprise editions.
How is Data Agent charged?
In HubSpot Credits. HubSpot lists, for example, smart properties at $0.10 per answer and custom signals at $0.50 per company per month. We set credit limits before launch.
Can it research companies in Southeast Asia?
It researches the web and your own records. Coverage of local-language and smaller-market sources varies, so we test it on your real accounts in each market.
How do we know the answers are right?
We keep a person reviewing anything that drives outreach or pricing.
List the questions first.
A strategy call turns the research your teams do by hand into questions Data Agent can answer, and hours back for selling.