Account Planning Features and Benefits
Visually map your client’s business goals, strategies, and departmental initiatives to see where you’re currently driving value, which initiatives are funded, and how to align your solutions.
Quickly assess the true health of any account relationship and identify customers at risk.
Aggregate Account Research
Save time by automatically aggregating account research and social media content.
Build customer loyalty by aligning your products and services with key customer strategies and initiatives.
Adapt to Customer Needs
Create consistency in your teams’ execution while adapting to specific customer needs.
Collaborate Across Teams
Effectively collaborate and share information with your account team and customers.
Easily identify the accounts that offer the best opportunities for additional revenue.
Protect, Defend, and Grow Existing Accounts
Prioritize Key Accounts
Focus on the 20% of your accounts that are driving 80% of your revenue
Map potential upsell and cross-sell opportunities within an account based on your product footprint
Manage Relationship Development
Maintain and build relationships with key decision makers before the renewal conversation
Align to Customer Objectives
Align your solutions to the buyer goals and initiatives that are most likely to get funding
Build Actionable Account Plans
Organize your work and next steps to make sure nothing slips through the cracks
What Our Clients Are Saying
“I’ve been using Revegy for all my key account and opportunity plans for the last 6 years and my average performance against plan has been 147%.”
– Key Account Director, Largest Global Database Software Company
“Since we rolled this out, we’re seeing the benefits in terms of who’re getting access to, better anticipation of our customers’ needs and having a further reaching horizon of projects to work on with our customers.”
– Colin Anderlohr, Senior Director, Sales Effectiveness
“Revegy helps me to penetrate my accounts a lot easier, as well as shorten the sales cycle for my more complex accounts. It has unlocked the power to help my prospect gain better visibility into issues that are holding them back from achieving their corporate goals.”
–Freddie Snell, Sales Manager