Static account plans are a thing of the past

Build your Account Plans into standardized, repeatable playbooks to ensure every rep is following your account planning strategy step by step. Achieve dynamic and up-to-date Account Plans and archive static account planning word docs.

Build and summarize key elements of your account plan from revenue and growth data points to HQ location and employee base, all in Accord.

Build your account plan timeline and next steps directly in Accord. Drive accountability by ensuring your team is setting milestones for your accounts. Easily track progress so you can rest easy knowing no steps are being missed or forgotten.

Create placeholders for key account stakeholders. Eliminate missed context and guarantee all relevant decision makers are added to the account.