Strategic Sales Account Planning Software
Reduce Risk and Increase Wallet Share with Sales Account Planning Tools
B2B enterprise account management has become more complex, often making it difficult to understand the true health of your accounts, let alone identify cross-sell and upsell opportunities and have confidence in your forecast. Revegy account planning software reduces uncertainty by uncovering deep insights into your accounts and providing a data-guided process to help you build more compelling business cases and showcase how your solutions are an integral part of your customer’s success.
Unify Sales Planning Data
Access account information in one place. Revegy provides a consistent way to share intel, eradicate silos, remove blind spots, and improve cross-functional collaboration to ensure that account management teams can optimize their reaction time and move opportunities forward quickly.
Identify Critical Stakeholders
Engage with the right contacts. Revegy sales account planning software helps account managers pinpoint key decision-makers, champions, and influencers and leverage organizational relationships to retain business and expand your footprint.
Gauge True Account Sentiment
Know which accounts are at risk. Revegy's sales account planning software enables you to understand the true health of your accounts so you can provide the necessary coaching to prevent churn.
Unify Data
Access account information in one place. Revegy provides a consistent way to share intel, eradicate silos, remove blind spots, and improve cross-functional collaboration to ensure that account management teams can optimize their reaction time and move opportunities forward quickly.
Identify Critical Stakeholders
Engage with the right contacts. Revegy sales account planning software helps account managers pinpoint key decision-makers, champions, and influencers and leverage organizational relationships to retain business and expand your footprint.
Gauge True Account Sentiment
Know which accounts are at risk. Revegy's sales account planning software enables you to understand the true health of your accounts so you can provide the necessary coaching to prevent churn.
Set the Right Priorities
Accurately assess account potential. Revegy provides a clear view into which of your accounts are high-value and long-term, which are likely to drive near-term revenue, so you can help account management teams be more strategic.
Align with Customers’ Objective
Position your organization as a trusted partner. Revegy's sales planning tools helps you understand your customers’ key initiatives and goals so you can offer solutions that drive real value.
Consistently Manage Account
Ensure each customer enjoys the same high-quality experience. Revegy aligns all account management team activities with customized playbooks that provide a clear framework for client service, retention, and expansion.
Set the Right Priorities
Accurately assess account potential. Revegy provides a clear view into which of your accounts are high-value and long-term, which are likely to drive near-term revenue, so you can help account management teams be more strategic.
Align with Customers’ Objective
Position your organization as a trusted partner. Revegy helps you understand your customers’ key initiatives and goals so you can offer solutions that drive real value.
Consistently Manage Account
Ensure each customer enjoys the same high-quality experience. Revegy aligns all account management team activities with customized playbooks that provide a clear framework for client service, retention, and expansion.
Steadily Push Opportunities Forward
With Revegy's sales planning software, build a repeatable account planning process, aligning account management activities, and ensuring each account opportunity is quickly and consistently shepherded to close.
Maximize Productivity with Sales Account Planning
Keep account managers on track and on target. Revegy turns arbitrary account management activities into focused account management strategies using data to determine the tactics that predictably grow account revenue.
Socialize Success
Make reporting part of your regular workflow. Revegy's sales account planning software provides easy-to-use and easy-to-share visualizations and reports.
Steadily Push Opportunities Forward
Build a repeatable account planning process, aligning account management activities, and ensuring each account opportunity is quickly and consistently shepherded to close.
Maximize Productivity
Keep account managers on track and on target. Revegy turns arbitrary account management activities into focused account management strategies using data to determine the tactics that predictably grow account revenue.
Socialize Success
Make reporting part of your regular workflow. Revegy's sales account planning software provides easy-to-use and easy-to-share visualizations and reports.
Refine Your Approach
Manage accounts in real time. With Revegy's sales account planning software, you can continuously optimize account plans as your data set grows and improves.
Refine Your Approach
Manage accounts in real time. With Revegy's sales account planning software, you can continuously optimize account plans as your data set grows and improves.
Unify data
Access account information in one place. Revegy provides a consistent way to share intel, eradicate silos, remove blind spots, and improve cross-functional collaboration to ensure that account management teams can optimize their reaction time and move opportunities forward quickly.
Identify critical stakeholders
Engage with the right contacts. Revegy helps account managers pinpoint key decision-makers, champions, and influencers and leverage organizational relationships to retain business and expand your footprint.
Gauge true account sentiment
Know which accounts are at risk. Revegy enables you to understand the true health of your accounts so you can provide the necessary coaching to prevent churn.
Set the right priorities
Accurately assess account potential. Revegy provides a clear view into which of your accounts are high-value long-term and which are likely to drive near-term revenue, so you can help account management teams be more strategic.
Align with customers’ objectives
Position your organization as a trusted partner. Revegy helps you understand your customers’ key initiatives and goals so you can offer solutions that drive real value.
Consistently manage accounts
Ensure each customer enjoys the same high-quality experience. Revegy aligns all account management team activities with customized playbooks that provide a clear framework for client service, retention, and expansion.
Steadily push opportunities forward
Build a repeatable account planning process, aligning account management activities, and ensuring each account opportunity is quickly and consistently shepherded to close.
Maximize productivity
Keep account managers on track and on target. Revegy turns arbitrary account management activities into focused account management strategies using data to determine the tactics that predictably grow account revenue.
Socialize success
Make reporting part of your regular workflow. Revegy provides easy-to-use and easy-to-share visualizations and reports.
Refine your approach
Manage accounts in real time. Continuously optimize account plans as your data set grows and improves.
Build a predictable Sales Planning pipeline
Identifying ideal customers for expansion is a challenging task. But with Revegy’s sales account planning software, account managers can capture and analyze up-to-date customer data to quickly understand their most strategic accounts’ business goals, market position, opportunities, and risks to develop best-suited account plans that sustain and grow revenue.
Effortlessly conduct detailed account analyses. With Revegy, you can quickly review past account performance to set retention and expansion goals that get account managers’ - and the boardroom’s - buy-in.
invest in your success with Sales Planning Software
A successful account planning strategy starts with successful onboarding and implementation. Our team is here from the beginning and ready to help when and where you need it most.
Sales Account planning Software you can trust
We designed our enterprise-grade platform with security, compliance, and trust in mind.
- Control how each team member uses the solution with roles and permission sets.
- Revegy takes privacy and data protection to heart, ensuring GDPR compliance and planning for a cookie-less future.
See What our Customers Say
See how Revegy’s sales account planning software streamlines and scales account planning for some of the world’s leading organizations.
Resources
Case Study
Industry-leading Software Automation Solution Improves Forecasting Accuracy 25% and Boosts Sales Velocity with Revegy
Using the Revegy platform, a $31M software automation organization improved forecast accuracy by 25% while reducing time to revenue realization by 20%. “One of the
EBook
Guide | Get Started with Revegy – Your Guide to Sales Excellence
Discover the Power of Revenue Growth with Revegy! Learn how to leverage Revegy’s revenue enablement software to boost your sales. Sales and revenue teams are
Webinars & Events
Webinar | AI Transformed: Harnessing the Power of AI for Success
Unlock the Future of Sales with Artificial Intelligence Are you ready to revolutionize your sales strategy and surge ahead in today’s competitive market? Watch on-demand
White Paper
White Paper | The State of Account-Based Sales: Market Research from Top Sales Executives
How B2B enterprise organizations utilize an account-based sales process Using these key findings from our most recent survey of enterprise sales leaders, you’ll learn: ✔️