Account Management
ARPEDIO streamlines account planning in Salesforce, fostering collaboration, providing insights, and empowering strategic account managers for long-term account development.
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We’ve listened closely to the challenges faced by Strategic Account Managers. The endless hours spent crafting and updating account plans in PowerPoint, only to find them outdated moments later, are all too familiar.
Introducing the enhanced Account Management solution
Our latest release consolidates everything you need within ARPEDIO’s Account Management solution. Now, with a strategic roadmap featuring actionable goals, you’ll find transparency, collaboration, and efficiency right at your fingertips.
Keep your finger on the pulse with a simple score that paints a holistic picture of the overall account health.
Instantly address any account shortcomings with actionable steps for your entire team, enhancing workflow efficiency and quality.
Compare scores across accounts and make informed and objective decisions.
Manage everything within Salesforce effortlessly securing an even higher adoption than before.
Get a unique overview of performance across all your strategic key accounts.
Empower your team with centralized critical account data for easy access and dynamic account planning.
Make sure no critical information is being lost when key employees leaves the team.
Customizable to fit your preferred sales best practices, sales methodology, and sales training.
Maximize effectiveness by empowering everyone with best practices and aligning your sales process with your unique customer journey.
Increase adoption by integrating all account planning and related tasks in Salesforce.
Coach and support your team with complete visibility into their key accounts.
A solid foundation for one-on-ones, monthly account meetings and QBRs.
Implement a common language across different roles, departments and even geographies.
Build a solid data foundation: ARPEDIO lays the groundwork for AI by establishing a strong data foundation, ensuring you know what good looks like.
Streamline AI Integration: With ARPEDIO assessments, you can streamline your path to Salesforce Einstein, making data-driven decisions and automating processes aligned with proven success metrics.
Streamline account planning with integrated best practices.
Boost annual revenue through expert coaching.
Customize your approach for data-driven decisions.
Gain a full overview of key accounts' performance with the Heat Map.
Identify strengths, weaknesses, opportunities, and threats through SWOT analysis.
Make strategic moves with comprehensive insights at your fingertips.
Eliminate scattered documents and presentations.
Centralize critical data within Salesforce.
Simplify workflow and enhance collaboration.
Harness the power of Salesforce for account management.
Stay organized and boost productivity within Salesforce.
Seamlessly integrate ARPEDIO's solution for optimal results.
Build a solid data foundation: ARPEDIO lays the groundwork for AI by establishing a strong data foundation, ensuring you know what good looks like.
Streamline AI Integration: With ARPEDIO assessments, you can streamline your path to Salesforce Einstein, making data-driven decisions and automating processes aligned with proven success metrics.
“Love the capability within the tool to set templates for our customer relationship health metrics and the ability to quickly see the health score for each of our accounts whether they are high, mid or low touch.”
Leigh Taylor
Cytel
“This tool is really transformational to our business and enables us to clearly communicate internally and externally how we plan to move forward in accounts in a proactive manner. I would definitely recommend this.”
Josh Seddon
Eagle Eye
“We went from not having any type of recorded org charts and relationship matrix t o now having those for our strategic accounts. So in percentage, it’s like going from zero to 100.”
Cristina Hallner
National Express
“ARPEDIO’s platform provided a user-friendly interface for visualizing and working with decision-making units within accounts, creating consolidated account plans with goals and SWOT analysis, and streamlining the entire sales process.”
Per Westberg
Perstorp
#1 Account-Based Selling Platform
Org Charts
Instant Overview
Easy Navigation
Stakeholder Mapping
Relationship Mapping
Intelligent Coaching
Full Transparency
Real-Time Interaction Tracking
White Space Analysis
Upsell and Cross-Sell
Gap Identification
Improve Team Collaboration
Opportunity Management
Advanced Pipeline Tracking
Automated Coaching
Accurate Forecasting Capabilities
Get a demo
Good call – let's do some demo'ing!
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Account Planning in Salesforce: No more account plans in PowerPoint
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Experience ARPEDIO in action: Access your free on-demand demo
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