Account planning software that turns sales teams into sales wizards.

Grow your footprint and increase pipeline within accounts by creating a deep understanding of the buyer’s business pressures, goals, and obstacles to plan long term growth.

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41%

Sales organizations with a defined account planning process are 41% more likely to exceed revenue targets.

62%

Average deal size when selling to existing customers is 62% larger than when selling to new customers.

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Uncover Whitespace

Instantly see where your solutions have been deployed and which accounts are the prime targets for your suite of products or services.

Align Strategy with Buyer Motivation

Insight boards provide teams a visualization of an account’s goals, pressures, initiatives, and obstacles to foster better understanding of motivations and challenges.

Continuous and Actionable Account Plan Reviews

Align the entire revenue team around the customer by creating actionable and trackable account plans that execute on the customer’s needs and goal

Imagine the potential you’ll uncover with a 360-Degree view

Plan Overview provides a visual summary of your account plan, surfacing the most important and actionable information, so you can review the plan essentials all in one place. The entire revenue team can easily collaborate on plan progress, plan objectives and actions, customer insights, and team resources.

Plan for Growth: How account planning turns relationships into revenue.

People, Problems, and Potential – combining these elements can mean the difference between a one-and-done deal and a multi-product expansion account that you’ll have for years to come.

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Altify Account Planning has helped us increase our sales velocity.

Charlie Moss
Director of Sales Operations for GTM Projects – Anaplan

Resources to drive impact

Blog
Sales Velocity Unpacked 

There are only 4 factors that impact how much you sell, are you using them all? Check out the sales velocity equation and start selling to your potential.

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eBook
Plan For Growth

In a world where remote selling is the new modus operandi for Account Executives, nailing down new logos becomes even more difficult.

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Blog
Account Planning: Building for Long-Term Revenue

According to McKinsey, “The five-year growth rate of total returns to shareholders for digital leaders is almost double that of all other firms”, when they undertake a digitally focused account planning strategy.

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