Shared Workspaces
Keep all your account assets in one place
Team up seamlessly. Share everything.
Shared workspaces enable internal account teams to share different types of assets such as assignments, management presentations, resourcing plans, quarterly calendars, QBR’s, projects or any other miscellaneous material they want to keep with all other account assets. Shared workspaces centralize storage and access to important information to avoid silos and fragmentation of information.
Key benefits
Shared access to important materials
Team members can store account plans, schedules, assignments, charts, and other team materials by topic in one central location.
Flexible document and image uploads by topic
Upload any documents or images to a shared workspace for your team to access, such as an upcoming internal management presentation.
Stored tribal history
Storing documents by topic makes it easy for new team members to find account information and assets in one place.
Features
Multiple document types
Various images and document types can be uploaded and stored within the account.
Access permissions
Access controls are available to manage who can view or edit each shared workspace.
Link sharing
Links to workspaces can be sent to both permissioned and non-permissioned team members, with "view only" or "edit" access set by the workspace author.
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.