Don't miss the forest for the trees

Create living account plans by defining goals, determining how and what is to be done to achieve them, lay out plans and track them progressively, all with Growth Planning. Your one bridge between planning and execution, to ensure you are on top of both your qualitative and quantitative goals.

Account Insights is a dashboard built specifically to help Account teams by presenting timely insights geared towards revenue growth, relationship building and other strategic account management best practices. Account Managers can identify actions and priorities in an easier manner to grow their accounts.

Categorize accounts based on long-term growth potential, relationship health, and strategic alignment of organizational & customer goals. Helps identify the right-fit key accounts for you to invest time and resources judiciously.

Single click real time account performance data launched into a presentation format from within your CRM. Eliminate 1000’s of hours of effort in building QBR reports and presentations. Share and communicate across functions with ease.