Personalized Views
Tailored dashboards for every role, delivering instant account clarity
Real-time insights, Zero friction.
Personalized views are tailored for each stakeholder to optimize the experience for every customer executive based on their job role. Tailored digital experiences create a foundation for long-term frictionless service that delights customers and enables account teams to efficiently deliver all of the insights and valuable account management information in real-time with stored history, notifications, and access the information where and when every customer stakeholder needs it.
Key benefits
Personalized UI design by stakeholder
Each stakeholder can have personalized elements arranged according to their job role and areas of interest in account relationship assets.
Real-time updates available online
As the account team updates documents, plans, schedules, and other information, assets are posted with automated updates to ensure timely distribution.
Historical reference library
A history of documents, videos, shared workspaces, and other assets is maintained for long-term access, providing easy records and evidence of past conversations, performance, plans, ideas, initiatives, and other important account information by type.
Features
Tailored templates
Flexible workspaces enable templates to be customized according to each stakeholder's design requirements.
Pre-defined elements
Elements include formats for various functions such as to-do lists, task plans, calendars, charts, and text summaries. These can be organized within a template.
Custom data fields
Data is stored according to the current business processes, with personalized views that display information as it is captured and created. This approach avoids enforcing a fixed structure and allows changes to be tracked over time.
More outputs
Transform complex data—build pipeline, accelerate expansion, and increase revenue.
Pre-intent signals
Get a clear, visual framework to identify who matters, understand what drives them, and keep everyone aligned.
Insight reports
Turn scattered data into sharp, clear insights that help you spot what matters, fast.
Dashboards
Organize your opportunities by category, so your team knows exactly where to focus next. No more digging through spreadsheets or chasing updates.
Alerts and notifications
Get timely notifications that empower you to act fast. Whether it’s a new lead, a status change, or a critical update, you’ll know the moment it happens.
Opportunity Reports
Connect the dots between scattered data and your next big win, so you can spot, organize, and act on every growth opportunity without the clutter or confusion.
Bluespace
We help you understand what your customers actually need and what they’re ready to invest in. No more guesswork.
Action plans
No more waiting for updates or chasing down next steps—everyone knows exactly what to do, right when it matters most.
Buying Centers
Map out and engage new buying centers—so you’re not just talking to accounts, you’re building real relationships with the people who matter most.
Explore our solutions
Account Research
We simplify the process of recognizing actual needs. Spot growth signals, turn them into real opportunities, and connect your solution to what your customers actually want.
Account Planning + Execution
Grow contracts, reach new buyers, and keep your best customers loyal—all by focusing on what matters: real relationships and real value.
Account Experience
Your top customers deserve standout experiences—every time. We enable you to deliver seamless digital touchpoints that make it easy to connect, engage, and maintain loyalty.