Account Planning

Static Account Plans are a Thing of the Past

Save days of manual research while Accord Intelligence builds compelling value hypotheses across your key Accounts.

Consistent and Impactful Account Plans

Strategic, Repeatable Account Plans

Create Winning Playbooks

Build your Account Plans into standardized, repeatable playbooks to ensure every rep is following your account planning strategy step by step. With Accord Intelligence you can now achieve dynamic and up-to-date Account Plans in seconds and archive static account planning word docs.

Revenue & Growth Data Points

Streamline Account Overviews with Accord Intelligence

Build and summarize key elements of your account plan from revenue and growth data points to HQ location and employee base with the click of a button. 

Centralized Timeline

Timeline and Next Steps

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.

Stakeholder Integrity

Placeholders and Stakeholder Maps

Create placeholders for key account stakeholders. Eliminate missed context and guarantee all relevant decision makers are added to the account with AI-powered stakeholder recommendations. 

1,000+ of GTM Leaders drive Execution Excellence with Accord

“Accord helped us move up-market and level-up the team by driving rigor and consistency in our sales process.”
Adam Fremes
CRO at Procurify
“Accord allows us to adhere to the rigor of our process while at the same time being flexible enough to adapt to the customer's buying process or engagement process. So that flexibility and then adherence to processes that we've laid out is a nice combination.”
Jeff Benson
VP of Commercial at enosix

Translate your strategy to execution on the field.