Account Plan Navigator

Connected Intelligence to Drive Growth

Helping Clients Make Intelligent Business Decisions

Gain and Retain wallet-share and mind-share of your clients with Account and Territory Plan Navigator.

Take real-time account planning to an entirely new level with a 360 degree view of the account. Combine this with external intelligence to create contextual insights and identify growth acceleration opportunities.

Everything You Know About Account Planning Is Wrong​

How customer-centric organizations are digitizing sales planning and using AI to drive sustainable revenue growth

Get the Account Planning eBook


Send download link to:

I agree to the Privacy Policy and want to subscribe to the newsletter. Cancellation is possible at any time.

Play Video

Account Planning Navigator Features

Schedule a Demo Today

Product Highlights

White Space

Assess your current offerings and penetrate your strategic accounts by analyzing addressable spend within the organization.

Identify Key Relationship & Influence

Use our Relationship Mapping function to identify BANT and understand decision makers relationships inside and out of the organization.

AI based Market 

Using Machine Learning we scan over 75,000,000 websites to provide you with information related to critical updates within your strategic accounts.

Risk Scoring for 

Take advantage of our Risk Scoring Model to identify strategic, operational, and commercial risk within an account.

Guided Sales: Pre-defined Goals & Actions

Create actionable plans to assign and monitor tasks to the account team tying the outcome to realized revenue and a reduction in cost.

Chatter for 

Collaborate using Chatter and Quip to create an environment for fast updates and quick account team decisions.

Monitor and Course Corrective Actions

Use our Analytics Bundle to measure the performance of your action plans and your offerings in comparison to others in the marketplace.

Buying Center 

Understand your relationship to stakeholders in each buying center, which products they have implemented, and where your offerings fit.


Compare your offerings and position in an account to comparable organizations in your space.

Account Insights, 
What-if Simulation

Enable your Account Team by providing them a hub to understand CSAT information, open and closed opportunities, client challenges, and SWOT analysis.

Download Product Data Sheet

Transform account planning process, drive growth, align organizational offering & account strategy in line with customers business objectives.

Learn about our Account Plan Navigator


Send download link to:

I agree to the Privacy Policy and want to subscribe to the newsletter. Cancellation is possible at any time.

Success Stories relating to Account Plan Navigator

Global Consulting Company

Account Planning for a Global Consulting Company with over 4500 users

Fortune 20 Tech Conglomerate

Territory Planning for a portfolio company of a Fortune 20 Tech Conglomerate

Account Plan Navigator on

Scroll Up