A New Customer Engagement Report
Visibility into buyer engagement just levelled up. A new report shows exactly how many customers have been invited to each Accord, breaking down:
- Outstanding invitations awaiting response
- Accepted invitations showing active engagement
- Acceptance rate percentages for benchmarking
Filter by date range, playbook type, deal stage, point person, or manager to identify patterns and coach your team on multi-threading best practices.
Available now in your Reports dashboard.
AI-Powered Stakeholder Recommendations
The average deal includes 10+ stakeholders—with friends from Finance, Security, and Legal increasingly getting involved to scrutinize every minute detail of a buying decision.
But manual searching to find the necessary decision-makers, influencers and champions is a time-suck and hard to get right. So we recently updated Accord Intelligence, and now it does all the heavy lifting by finding the right people to fill all the placeholder roles in every Accord.
No jumping between tools like LinkedIn or contact databases. No manual research. No workflow disruption.
Complete stakeholder mapping happens automatically, ensuring every deal is properly multi-threaded.
A Refresher on Using Salesforce Fields as Variables
Your Salesforce data can flow directly into Accords as dynamic variables. Pull in company names, deal values, timelines, or any custom field and display them on Summary Pages or in your list of Accords.
This means less double data entry, more consistency across deals, and Accords that always reflect the latest CRM information. Configure variable mappings in Settings > CRM.
Customer Spotlight: Hootsuite
Hootsuite's VP of Enterprise Sales, Niki Phillips, needed better infrastructure for complex deals—but her reps were already drowning in tools. Instead of mandating yet another platform, she ran a pilot of Accord and let the team decide if it was worth keeping.
Within weeks, the reps were begging her to purchase it permanently.
"I didn't even have to get over the objection of adding a new tool," Niki explains. "They found immediate value in it."
The results: 80% of deals now run through Accord, enterprise sales cycles shortened by two weeks, and 2-3 additional stakeholders engaged per opportunity.
