Validate Key Persona Engagement

Manage Account Plans, Org Charts, & Upsell Opportunities

Retain, grow, and delight your current customers

Give your entire team real-time visibility and key information about every account, directly inside your Salesforce.

Spend less time searching and more time strategizing 

Let AI conduct your account research and power your account plans and dynamic org charts to help you easily navigate key accounts and complex sales cycles.

Your one-stop solution for account management, without leaving Salesforce

Adopt a unified, customer-centric approach across the entire GTM team

  • Drive internal customer alignment across the GTM team, with complete visibility in CRM
  • Monitor and assess customer adoption
  • Maintain strong customer health to ensure renewals
  • Easily identify expansion opportunities to capture the complete TAM
  • Visualize the organization and stakeholders roles, influence, support status, and engagement - enabling a strategic approach to expansion
Manage account plans, relationship maps, and whitespace

Best practices and insights to
win more revenue