From EBR Chore to Year-Round Competitive Edge

Playbooks become the workspace where excellent account planning happens. Every required action and best practice is laid out in sequence—from initial research to stakeholder mapping to value hypothesis development. Integrates seamlessly with your Salesforce account records, eliminating duplicate work and maintaining data consistency.

Accord automatically tracks and scores completion rates for each step in your playbook. Sales managers get instant visibility into which reps are following best practices and which accounts do and do not have comprehensively-researched, strategic plans. This creates a feedback loop, helping reps understand exactly where their account plans need improvement.

The best account plans turn into shared frameworks that align your team with your buyer's team. Accord transforms internal strategy into mutual action plans that customers can directly access and contribute to. When customers are part of the planning process, they become invested in mutual success—shifting your reps from vendor to strategic partner.

Accord Intelligence saves hours of manual research by automatically building detailed account overviews—analyzing revenue data, growth metrics, and key business initiatives with a single click. Plus, AI-powered stakeholder recommendations ensure you're connected with every decision-maker that matters. B2B purchases involve 6-10 stakeholders on average, and missing one can derail an entire deal.