In one Gartner study, only 28% of sales leaders reported that the account management process regularly met their cross-selling and account growth targets. Or, to put it another way: nearly 70% of leaders are missing targets due to ineffective account management.
So what is it about account planning that’s just so hard to get right? One big problem is the technology itself—most account planning software today is clunky and often tacked on as (yet another) point solution. Which only spells trouble when it comes to rep adoption, maintaining updates, and providing the visibility into the engagement that leaders need to plan the path to revenue.
At People.ai, our mission is to help companies harness business activity to unlock growth. By automatically capturing details around engagement—whether it’s the activities reps are spending their time on, how much time those activities are taking, and the people they’re engaging with throughout the process—customers can finally have real answers around questions like:
For years companies have relied on People.ai to auto-populate their CRM with business activity data such as email, meetings, and contacts.
With today’s announcement, customers can combine the power of People.ai’s data with Salesforce native account planning capabilities to gain a true understanding of account health while helping reps develop the value-driven relationships that maximize revenue through strategic expansion.
See where products have been deployed and which business units are prospects for your offerings.
Capture customer or prospect health and engagement with customizable, out-of-the-box scorecards.
Remove buyer blind spots with relationship maps that automatically populate contacts and reduce manual data entry for reps.
Teams that deliver ongoing customer improvement conversations—like those that can be identified through effective account planning—increase their ability to grow that account by 48% and increase the likelihood of renewing or retaining the same amount of spending by 94%.
With People.ai’s new capabilities, determining the strategy around account planning and territory management suddenly becomes so much clearer: not only around how many accounts per rep but how much work it takes to actually drive meaningful engagement.
If you’re ready to re-think how you’ve been approaching account planning, we’re here to help. Reach out to a team member today to get the conversation started.