Account Planning

From EBR Chore to Year-Round Competitive Edge

Transform account planning using AI-powered playbooks that enforce continuous value selling for every key prospect and customer—with seamless 1:1 account mapping with Salesforce.

Get More Consistent AE-Driven Pipeline

Set Your Standards

Playbooks That Enforce Excellence

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.

Drive Accountability

Real-Time Execution Scoring

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.

Stay Aligned

Internal Account Plans Become MAPs

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.

Get More Complete Research

Hours of Research Saved

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.

1,000+ Revenue Leaders Rely on Accord to Enforce Excellence 

“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

Get Playbooks that Close the Gap Between Process & Practice