Increase Wallet Share by Improving Customer Intimacy

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Increase revenue and outpace competitors by putting the customer at the center

Our Account Planning Software guides sellers to deepen their understanding of the buyer’s business pressures, goals, and obstacles; uncovering hidden opportunities for mutual value. Altify Account Manager maps the ‘white space’ and political landscape – guiding sellers to create and win new business.

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Sales organizations with a defined Account Planning process are 41% more likely to meet and exceed revenue targets because you are 6 times more likely to win business from an existing customer than a new one. Our Account Planning Software is a proven strategy to help you achieve your goals.

In a recent study published by Altify Knowledge, research shows Account Planning delivers higher win rates, shorter sales cycles and larger deal sizes.


360-Degree Overview

Plan Overview provides an all-inclusive visual summary of your account plan, surfacing the most important and actionable information from the account plan, so you can find all the plan essentials in one place. Your sales team can easily collaborate on plan progress, plan objectives and actions, customer insights, and team resources.

Uncover Whitespace

Pursuing white space can be a highly successful strategy. Mapping out where your solutions can deliver value, and cross-referencing that with where you have already deployed your solutions, creates a visual representation  of opportunities to create value and identify gaps that your solution can address.


Align Selling with Buyer Motivation

Sellers can uncover a good deal about what their customer values by researching their goals, pressures, and obstacles, and understanding industry trends and competitors. Understand the obstacles they face daily in their business to devise solutions that deepen the value you provide.

Navigate your Buyer’s Organization

Identify key people and influencers to determine who is on your side and who needs to learn more. Focus your attention on winning mindshare of the right people and to  shorten your sales cycle.


Make Account Planning part of your Sales DNA

Account Manager provides an intelligent framework for execution of Account Planning activities across your team – increasing alignment with your customer’s strategy, communication and sales velocity. This leads to revenue growth and increased customer loyalty.

We Can Help

What’s cool about this is when you get these teams together and they start collaborating, you get opportunities generated out of this process that never existed before. We generate pipeline reports out of each session that are $20 and $30 million worth of pipeline that didn’t exist before.

Billy Martin
Director of Sales Readiness, Salesforce

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