Account Planning

Turn EBR homework into year-round value selling

Transform your team from lead-dependent order-takers into developers, landers and expanders of their own pipeline.

How account planning works

SET
Build an account planning playbook that guides reps through pipeline generation—from identifying expansion opportunities, mapping decision-makers, to creating demand.

ENFORCE
Your playbook becomes each rep’s daily workspace. Following best practices and process becomes automatic because it's built into where account planning actually gets done.

SCORE
All account planning activity is automatically tracked, scored, and synced to your CRM—creating unparalleled visibility and coaching opportunities to keep pipeline on track.

Give AE-owned pipeline a boost

Organize account orchestration

Get your entire team executing on the same account strategy. Assign playbook steps to the right people. Research goes to BDRs, strategic objectives to AEs, content creation to marketing, and C-level outreach to executive sponsors. Built-in handoffs preserve context as deals progress, so nothing falls through the cracks.

Accelerate research with AI

Eliminate the hours your reps spend manually researching accounts and mapping organizational structures. Accord Intelligence automatically synthesizes company data, identifies key stakeholders, and generates comprehensive account research—freeing your team to focus on relationship building instead of admin.

Coach when and where it counts

See which reps are actively uncovering new opportunities versus just maintaining existing relationships. Automatic tracking of expansion conversations, stakeholder meetings, and deal identification gives you the exact coaching data you need to replicate your top performers' account planning playbook across the team.

Built for every part of your revenue team

Sales Leadership

Get clear visibility into which reps are generating self-sourced pipeline through strategic account planning. Track opportunities, expansion velocity, and champion development to identify and scale the behaviors that drive more sales-owned revenue.

Frontline
Sellers

Reps drum up more revenue (and comissions) through operationalized account planning. Proven playbooks guide reps through opportunity identification and relationship building that generate dollar-based outcomes within their own book of business.

Revenue Operations

Replace disjointed account planning tools with one unified platform that seamlessly integrates with Salesforce through 1:1 account object mapping. Eliminate data silos and duplicate entry while maintaining complete visibility into account progress and pipeline generation.

Revenue Enablement

Stop watching reps treat account planning like compliance homework. Embed proven account development methodologies directly into their daily workspace where they can't be ignored, ensuring your training investments actually drive consistent pipeline generation.

“Our team can easily reference key news and information in our client messaging, as it is now consolidated in one accessible location. Other departments have gained clear visibility into our sales targets and account strategies, which has significantly improved cross-functional alignment.”

Steve Hill
Director, Business Development

Create and close more opportunities

Get Started with a  Demo