Planning as a Service
Modernize account planning. Accelerate results.
Today's reality
Manual approach
Every account plan starts with a mountain of tabs, scattered notes, and endless digging for answers. You’re stuck chasing data instead of building strategy.
Complex and tedious
You spend hours wrestling with spreadsheets, chasing down updates, and jumping through hoops just to keep up. It’s exhausting, it’s inefficient, and it’s holding you back.
Rigid and static
You spend hours building a plan, only to watch it collect dust as priorities shift and deals change. The result: wasted effort, missed opportunities, and a plan that’s rigid and lifeless.
Break down barriers. Align your team. Drive results.
It’s time for a smarter way. Manual, product-centric account planning is slow, siloed, and stuck in the past. It’s time to flip the script and put your customers at the center—moving fast, collaborating as a team, and driving real results.
Faster, sharper, and hassle-free
Automated intelligence spots the best opportunities exactly when you need them. With all your account data centralized and always up to date, you can move faster and make smarter decisions. Plus, cut your account planning time by up to 80% so you spend less time on admin and more time driving real results.
Never lose touch with your customers
Stay connected to every key decision-maker with dynamic relationship maps. Automated updates keep your contacts fresh, so you never miss a beat—even when teams shuffle. Plus, collaborate effortlessly with your team for a smooth, unified outreach that gets results.
Turn risks into wins
Get real-time alerts on what your stakeholders are feeling and any account changes. Let AI-powered insights guide you to tackle risks head-on and close bigger deals. Plus, enjoy full visibility across all your accounts—no more surprises, just smart moves.
Case study
Major credit bureau increased pipeline and revenue at scale
By streamlining workflows and surfacing high-potential opportunities, account sellers were able to focus their efforts where it mattered most—on the accounts most likely to spend.
> 2x
Close Rate
$2.5M
Incremental Revenue
3x
Average Deal Size
