Get to Know Your Accounts: The LinkedIn Profile Tab
Ever wish you could quickly get the lowdown on an account—without hopping between tabs, searching LinkedIn, or googling company names?
The LinkedIn Profile tab in RevSure’s Account Prioritization view does exactly that. It’s your one-click window into who the company is, what they do, how they’re growing, and why they might just be your next big opportunity.
What Is It?
This tab gives you a snapshot of the company behind the lead or opportunity. Think of it as a built-in cheat sheet for account research.
You’ll find:
Company overview: industry, location, size, and type
Direct link to their LinkedIn profile
A quick summary of what they do
Funding and acquisition history
Key product offerings and who they’re designed for
All this, right inside your workflow—no digging, no distractions.
Where to Find It
You’ll find the LinkedIn Profile tab inside the Account Prioritization Drill Down view. Just click on an account name, and then select the LinkedIn Profile tab alongside Details, Journey, and Chat with Reli.
Why It’s Super Useful
Know Who You’re Talking To
Before you send that first email or hop on a call, glance at this tab to get context:
Are they a small startup or a mid-sized team?
Are they growing fast? Have they raised money?
What’s their main product or offering?
That insight helps you tailor your outreach and sound like you did your homework—because you did.
Quickly Qualify Accounts
Trying to figure out if a company is a good fit? This tab helps you spot:
Whether they match your Ideal Customer Profile (ICP)
If they’ve been acquired or recently funded (growth signs!)
Who they’re targeting and how your solution fits in
It’s a faster, smarter way to prioritise.
Plan Campaigns With Precision
If you’re in marketing or sales ops, you’ll love this for campaign planning:
Spot shared characteristics across high-value accounts
Craft messaging that aligns with what the company actually does
Focus your ABM plays on the right kind of companies
Help Your Team Stay on the Same Page
Passing an account to another team? Whether it's SDR → AE or AE → CS, this tab keeps everyone aligned with:
Company background
Recent funding or acquisition news
The story behind the name
No more back-and-forth emails asking, “Wait, who are these guys again?”
What You’ll See in the Tab
Here’s a peek at the kind of info you get:
Overview
Name, location, industry
Company size & type (e.g., privately held)
LinkedIn profile link
Quick summary of what they’re all about
Funding & Growth
How many funding rounds they had
Details of the most recent one (like Series A, $7.6M on March 5, 2019)
Key investors (Slack and Randstad, anyone?)
Whether they’ve been acquired (like by PandoLogic in this example)
Key Offerings
What they sell (e.g., AI recruiting tools)
Their value proposition
Who they’re targeting
How People Actually Use This
“Before every demo, I spend 30 seconds in this tab. It gives me enough context to ask the right questions and make my conversation relevant.” — AE
“It’s perfect for quick research when I’m creating campaign segments. I don’t have to guess what the company does anymore.” — Marketing Ops
Sneak Peek
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