Know exactly who to engage on every account — champions, blockers, and everyone in between.
Every account plan includes a relationship map built from your existing Salesforce contacts — influence levels, support status, and relationship lines, visible alongside the rest of the plan. When a rep leaves, the map stays.
See exactly where you're winning, losing, and leaving money on the table — automatically.
The Cross Sell grid maps your products against every division: closed-won fills in automatically, open pipeline shows active opportunities, and the rest is visible whitespace — no manual tracking required.
Strategy that turns into Salesforce tasks — automatically.
Objectives link to tasks with owners and due dates. Tasks appear in the assignee's standard Salesforce task list immediately — no plugin required. Key Dates handles mutual action plan milestones with automated email alerts.
Managers see plan health across every account without opening each one.
Plan scoring converts activity into a single health score per account — rewarding champion identified, buyer mapped, and Cross Sell complete. Managers see every account's score, trend, and risk status in one dashboard.
Global account directors get a single rollup — not 12 tabs to open.
Master Account Plans aggregate data from linked subsidiary plans — health score, 13-week trend, objectives, and relationships. Reps keep managing their own plans; the GAM sees the whole account without opening each one.
Multi-thread every complex deal — and see exactly who's been engaged before it's too late.
Opportunity Plans bring structured planning to individual deals. The Engagement Matrix auto-fills a buyer × seller grid from Salesforce activity, surfacing buying-committee coverage gaps without any new logging.
.svg){kind=icon}
.svg)
.svg)
