Platform V2 vs. Contextual Intelligence Platform

V2 could tell you which accounts to go after — but that was where the workflow largely stopped. You could filter by technographic signals, spend, intent, and other criteria to build a strong account list, but acting on those insights happened elsewhere.

CI Platform adds Sales Copilot, which helps reps prioritize who to act on next and why. It brings together signals such as upcoming competitive renewals, live TrustRadius intent, MQL activity, hiring signals, and other account events into a prioritized view of where attention is needed now.

From there, reps can move directly into action. Plays connect the signal to a next step in tools like Outreach, Salesloft, or Gong, while the AI Playbook Builder can help configure new plays from a plain-language description of what you want to accomplish.

And Sales Copilot is available wherever reps work. The same experience can be accessed in CI Platform, directly inside Salesforce, or through the Chrome extension while researching on company websites, LinkedIn, Outreach, and other browser-based tools. V2 did surface some HG account data inside Salesforce, but not the full Sales Copilot experience with contacts, recent activity, account briefs, prioritized signals, and actionability.

What changes: V2 helped you identify promising accounts. Sales Copilot turns those account signals into a prioritized action queue — and brings that context into the places reps already work, so they can understand what is happening, identify the right people, and decide what to do next without constantly switching between tools.

V2 Account scoring helps you prioritize accounts based on the criteria and signals available in the platform. In CI Platform, scoring becomes AI-driven, product-aware and easier to understand.

The new platform researches your business and offerings, builds an ideal customer profile for each product, and evaluates accounts against the opportunities most relevant to them. Instead of relying on a score alone, reps can quickly see letter-grade tiers such as A, B and C, then go deeper into the signals and reasoning behind the result.

Copilot adds another layer of transparency, helping users understand why an account scored the way it did rather than simply seeing the output.

What changes: You still get account prioritization.

CI Platform makes that prioritization more specific to what you sell, more transparent in how it is calculated, and easier for reps to interpret and use.

V2's scoring works at the account level and runs on HG's third-party data alone: firmographic, technographic, intent, and spend signal. It can tell you an account looks like a fit. It can't tell you which lead at that account is worth a rep's next hour.

Data Studio's first- and third-party scoring model scores both the account and the individual lead. It blends your CRM history in with HG's third-party data: your closed-won deals, your sales team's own feedback on what actually converted, layered onto firmographic, demographic, technographic, intent, and spend signal. Build the model as a decision tree or a simple point-based rule set, score leads in real time the moment they fill out a form, or in batch as more CRM data comes in. Every scored lead lands with a fit segment attached, very good, good, medium, or low, not just a number.

If your team runs on high-volume inbound or a product-led growth motion, this is the model built for that. It's also the more involved of the two CI Platform scoring models to configure. If you need scoring live fast, AI Scoring gets you there quicker.

V2: Define a market using filters, then see the number of companies in that segment and their forecast spend over the next 12 months.

CI Platform: Market Analyzer builds on the same bottom-up approach and HG IT Spend data, but gives you more context around the market you are defining. Instead of a single result, it shows how your opportunity narrows from the full TAM, to the SAM based on factors such as geography and industry, to the SOM after applying more specific criteria such as revenue, employee range and installed products.

What changes: The underlying market-sizing foundation is familiar. What changes is the way the opportunity is framed. CI Platform lets you see not just the size of a target segment, but where that segment sits within the broader market opportunity.

V2: Competitive analysis is possible across several views. You can examine competitor footprint and market share, segment that presence by factors such as geography, industry, revenue and employee range, and track new product detections over time.

CI Platform: Competitive analysis becomes a dedicated experience within Market Analyzer. Define the competitors you care about, then see their penetration across TAM, SAM and SOM, how that presence is changing over time, where competitors are strongest by segment, where new product detections are happening, which large accounts show recent competitor presence, and which departments those competitors are reaching.

Spend intelligence gives GTM teams a more defensible view of market and account potential — helping leaders build more equitable territories, prioritize markets, allocate resources, and make higher-confidence decisions about where and how to deploy sales capacity.

V2: HG IT Spend provides granular, bottom-up spend estimates across 140+ technology categories, giving customers a more specific view of market and account potential than broad total-spend estimates.

CI Platform: The underlying spend intelligence remains the same, but CI Platform gives you more flexibility in how you apply it. You can combine multiple spend categories and assign different percentages to each, creating a spend model that more closely reflects how your own products or services map to the market. Those assumptions then carry through the TAM, SAM and SOM views in Market Analyzer.

What changes: V2 gives you granular category-level spend intelligence. CI Platform gives you more control over how that intelligence is modeled for your business — making it easier to align market opportunity with the way you actually sell.

Intent is most useful when it tells you not just that an account may be interested, but what they are actually evaluating.

V2: TrustRadius’ first-party intent is not available. Customers may already use third-party intent to identify accounts showing increased interest in topics or categories, but those signals typically provide limited visibility into the specific buyer activity behind them.

CI Platform: TrustRadius’ first-party intent adds a more transparent, lower-funnel signal based on activity happening directly on TrustRadius. You can see when an account views product pages, reads reviews, checks pricing, or compares specific products — along with the actual products involved and the activity that generated the signal.

TrustRadius research shows that 57% of active evaluators plan to purchase within three months and 72% within six months, while buyers spend an average of nine minutes on comparison pages.

What changes: CI Platform adds a new layer of buyer intent alongside third-party signals. Instead of seeing only that an account is showing interest in a topic, you can see the product-evaluation behavior behind the signal — giving sales and marketing more context on what the account is considering and how close that activity may be to a purchase decision.