Account planning tools (APTs) help B2B sales organizations improve sales outcomes such as revenue growth and customer retention throughout the customer life cycle. APTs help sales organizations in two unique and complementary ways. First, they improve seller precision and effectiveness by synthesizing information to provide a consistent, enhanced analysis of large, complex, multifaceted accounts. Second, they improve seller scale and efficiency by aggregating data from multiple accounts, enabling sellers to identify and prioritize expansion, upsell and cross-sell opportunities as well as risks to customer retention. Today’s B2B buying groups are often made up of many diverse stakeholders, all with their own varied perspectives on the proposed purchase. As a result, sales teams face exponentially increasing complexity when retaining and expanding relationships with existing customers, causing CSOs to struggle to drive value from account planning initiatives with their teams. APTs offer sales organizations an opportunity to improve customer outcomes while supporting their teams tasked with engaging complex customer groups. Account planning is often static, done once a year and solely owned and completed by sellers tasked with retaining and growing accounts. As such, account plans do not reflect the evolving partnership with the customer or capture knowledge from other customer-facing functions as they engage with the account. Account managers also face difficulties in regularly updating disparate systems not embedded in daily workflows. They struggle to have full visibility into the account itself, the customer stakeholders involved, the additional cross or upsell opportunities that exist and changing customer priorities, jeopardizing retention and growth outcomes.
"Driving Business Engagement & Boosting Deals: A Deep Dive"
It was a seamless integration, though the initial set-up took some time and good customisation options as per the industry's costly services and after-sales support.
"Amazing tool to help drive our sales motion"
The Squivr playbook was one of the easiest tools I have ever implemented and we were immediately able to start using the playbook to begin directing our sales motion among over 300 sales reps in Salesforce. I highly recommend giving the tool a try, we will be customers for years to come!
"Visualizing Client Organizations Enhances BD Team Efficiency"
Our team was looking to visualize our client organizations to better focus on the efforts of our BD team. We use the org chart feature to increase our chances of moving up the client decision tree and we have been told we know more about our products than our clients themselves.
"Great Relationship Manager Tool"
This Org Chart by DemandFarm is incredibly helpful for managing important client accounts. It helps provide us with a big picture (literally) of our relationships, penetration and whitespace. Easy to use and customer support has been great.
"works with any CRM platform! "
We reduce operational effort with the easy implementation, the spport team help us throght the roll out process.
"Prolifiq Relationship Map - Incredible Org Chart tool for multi-threading "
Prolifiq Relationship Map was a great tool which helped us more efficiently sell to complex organizations where there were multiple departments and constituents involved in the purchase. Prolifiq had excellent customer service and was always quick to help with any questions or issues. I highly recommend them for any sales organization that needs an Org Chart tool to help identify who maps to who in an enterprise sale.
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See All Alternatives"I feel like this good have been better"
I think the implementation of the product was a lot more challenging than it needed to be. We struggled with integrations and connecting other applications quite a bit and couldn't really get the assistance we needed