Transform Account Strategy Into Pipeline Gold

ACCOUNT MANAGEMENT CAPABILITIES

Know the Who, What, and How of Smart Account Management

Uncover which accounts are ripe for expansion and what actions teams need to take to generate pipeline

Know the Movers and Shakers Across Accounts

Map all the key players across your accounts and identify the fastest path to revenue.

Automatically populate contacts and remove buyer blind spots
Draw lines of influence between contacts across teams and departments
Identify the core members of the buying group to help fuel targeting efforts

EXPLORE ORG CHARTS

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Ebook

The Sales Manager’s Playbook for Data-Driven Account and Opportunity Management

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Build and Execute Strategic Account Plans

Develop value-driven relationships that maximize revenue through strategic expansion

Capture account health with customizable, out-of-the-box scorecards
See where products have been deployed and which business units are targets for your offerings
Build account plans natively in Salesforce and keep engagement data where your teams work today

EXPLORE account plans

Whitespace Maps

account 360

Visualize Engagement Across Key Accounts

See a historical breakdown of activities, the people involved, and where they’re most engaged

Quickly access account health with engagement scores
See activity trends over time including meetings, outbound vs inbound emails, and calls
Get the context you need to know what next steps should be taken
Know who the most engaged people are (both internally and externally) on accounts

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Account 360

Activity Trends

The numbers speak for themselves

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49%

Increase in activities across customers

140M

Contacts automatically created and maintained

CUSTOMER STORIES

How Pluralsight Unlocked Rep Productivity

“With People.ai, you can actually see where people are spending their time, are they single-threaded or not, and what the quality of their interactions is. It’s one thing to diagnose, it’s another thing to cure.”