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Overcome your account and deal coaching challenges

The era of the lone wolf seller is over. The best way to win a deal or grow revenue in a key account is with a team. Transform disordered and superficial deal and account reviews into highly efficient, structured and team-driven endeavors.

As budgets tightened, win rates declined to 18% compared to 2022.

Deal sizes were down 21% in 2023 due to budget restrictions being a common objection.

72% of sellers did not expect to achieve their annual target quota in 2023. 

Deal and account review features:

Ready to run deal and account reviews that drive actionable results? Unite your team behind a systematic approach to maximizing each person’s knowledge and experience, and the most effective actions to improve success. 

Surface Questions, Gaps, and Vulnerabilities

  • Dedicate time for asking questions about key accounts or deals 
  • Discuss gaps within your relationships, insights, or process  
  • Identify vulnerabilities in your strategy and team actions to improve

Deliver Action-Orientated Outcomes

  • Collaborate on recommendations to overcome roadblocks 
  • Create actions and track tasks to deliver success 
  • Clarify accountability and timelines

Effective Team Collaboration

Execute regular deal and account reviews that are structured, efficient, and refined to maximize your team’s input.

Team Selling

Identify where there might be gaps for one seller and leverage other team members’ relationships, insights, or ideas to overcome them. 

Salesforce Native Relationship Mapping Tool

Execute effective deal and account reviews right where your sellers work every day – Salesforce.  

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Deal and Account Review Software Free Demo

Ready to uplevel your account and deal reviews and sales coaching? Contact our team for a personalized demo today.

Resources to drive outcomes