📋 Account Planning

Kapta

The #1 Key Account Management Software.

A purpose-built platform for Key Account Managers to retain and expand their most important accounts.

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Gong

The Revenue Intelligence Platform.

A conversation intelligence platform that analyzes customer-facing interactions to provide insights for sales and account teams.

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ChurnZero

Your Partner in Customer Success.

A customer success platform focused on automation and real-time alerts to help teams fight churn.

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Affinity

The Relationship Intelligence CRM.

An automated CRM that uses AI to capture and analyze relationship data to help find, manage, and close deals.

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Clari

The Revenue Platform.

A revenue operations platform that uses AI to improve forecasting, pipeline management, and overall revenue predictability.

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Catalyst

The Customer Growth Platform.

A customer success platform designed to help CSMs manage the entire customer lifecycle and drive growth.

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Copper

The CRM for Google Workspace.

A CRM that lives inside your Gmail inbox, designed for teams that work heavily with Google Workspace.

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Close

The CRM for growing sales teams.

A sales-focused CRM that combines calling, emailing, and SMS into a single, high-productivity workflow.

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6sense

The AI-powered Account Engagement Platform.

A leading account engagement platform that uses AI to uncover anonymous buying behavior and prioritize accounts.

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Revegy

Grow Revenue from Your Most Important Accounts.

A dedicated account planning platform focused on visualizing and executing complex sales strategies.

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Salesloft

The first and only AI-powered Revenue Workflow Platform.

A sales engagement platform that helps sellers execute digital selling tasks and manage the full sales cycle.

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Freshworks CRM

Delightfully simple software that works for your business.

An all-in-one CRM that combines sales automation, marketing automation, and chat into a single platform.

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HubSpot Sales Hub

Sales software for growing teams.

An all-in-one sales CRM that includes tools for account planning, deal management, and sales automation.

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Gainsight

The Customer Success Company.

A leading customer success platform with robust features for managing and growing existing customer accounts.

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Salesforce Sales Cloud

The #1 AI CRM for sales.

A comprehensive CRM platform with extensive account management and planning capabilities.

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Demandbase

The Smarter GTM™ Platform for B2B.

An Account-Based Marketing (ABM) platform that helps identify, engage, and close target accounts.

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Outreach

The AI-powered Sales Execution Platform.

A leading sales engagement and intelligence platform that helps teams close their pipeline gap.

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Pipedrive

The easy-to-use sales CRM.

A sales-focused CRM designed around a visual pipeline to help users manage deals and activities.

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Upland Altify

Revenue Optimization Applications.

A strategic account planning and relationship mapping tool built natively on the Salesforce platform.

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Zoho CRM

The CRM that works for you.

A comprehensive CRM platform that is part of a broad suite of business applications.

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