Turn static account plans into dynamic account strategies. Drive action and success with your most important customers and get the whole team on the same page 365 days a year.
Crowd-source critical account data to produce effective internal briefs. Prepare executives for customer meetings by quickly getting them up to speed on key issues and talking points.
Account transition plans
Deliver exceptional customer service with seamless handoffs throughout the sales cycle. Quickly get new reps up to speed with a complete detail of historical issues, conversations, and actions — all in context within Salesforce.
Customer meeting notes
It’s no secret that reps don’t take notes in Salesforce. Give them a mobile-friendly place to record notes that automatically get added to Salesforce, always keeping critical information in context.