Calibrate your account planning for long-term growth.

Lead your revenue team into success by creating a deep understanding of the buyer’s business pressures, goals, and obstacles to plan long term growth. Dive into thought leadership discussions and resources to grow your footprint and increase pipeline within accounts.


Discussion on Strategic Account Planning

Hear SAMA’s Managing Director, Harvey Dunham and Upland’s Chief Revenue Officer, Richard Scheig engaging in a pragmatic thought leadership discussion that uncovers the current demands for always-on strategic account planning, and how to leverage technology to ensure your sales teams are prepared to align strategy with buyer motivation.


Solutions for Successful Strategic Planning

Get practical advice on how to empower your sales force to build the right relationships with your customers while focusing on how to solve their problems. Tim Zierden, VP Enterprise Dealer Partnerships at Cox Automotive and Dean Kosh, Director at Global Strategic Accounts at Johnson Controls reveal how to select the right tech tools to give your revenue team the best chance for success.

Sales Reference Manager

Need a sales reference to win a deal?

Here’s a solution for that.

Account planning is the starting point, but as you mature your deals into the final stage, are you ready to find the perfect reference to seal the deal? Learn how Sales Reference Manager can help your organization match sales references on demand, directly from your Salesforce opportunities.

Watch now

Start Planning for Growth Today: Learn 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.

Get the eBook

tableau logo
BT Logo: Black
Hyland Logo: Black
GE Healthcare Logo: Black

Altify Account Planning has helped us increase our sales velocity.

Charlie Moss
Director of Sales Operations for GTM Projects – Anaplan

Ready to get things done?

Request a demo