DemandFarm Key Account Management & Planning App for Salesforce (Enterprise)

Highlights

• MAXIMIZE UPSELL AND CROSS-SELL IN KEY ACCOUNTS Help account management teams proactively unearth and collaborate on white spaces, active opportunities and renewals to maximise cross-sell and upsell revenue.
• STATIC ACCOUNT PLANS OUT. DYNAMIC ACCOUNT PLANS IN. Bring uniformity in your strategic account planning processes across your enterprise with dynamic account plans. Capture and track progress on goals, strategies, objectives and tasks in one place.
• CONDUCT PERIODIC QBRS WITH 1-CLICK IN-APP REVIEWS No more sinking hours into building presentations and reports for QBRs. Launch in-app reviews of your account plans right within your CRM in 1-click. Perform off-line reviews with smart exports.
• BUILT-IN RECOMMENDATION ENGINE TO HELP ACCOUNT MANAGERS (AMS) TAKE ACTION Provide your AMs contextual & timely recommendations on the next best action geared toward revenue growth, relationship building, and other strategic account management goals.
• EXECUTIVE DASHBOARD - 360* VIEW OF ALL YOUR KEY ACCOUNT KPIS UNDER ONE ROOF. Get a 10,000 feet and a 100 feet view on offering and key account-wise revenue, relationships, opportunities, and more for all your key accounts in one dashboard.
• SEGMENT ACCOUNTS WITH PRECISION Enable Account Managers to effortlessly prioritize accounts and spend time and effort on accounts that have the maximum revenue impact with the account segmentation matrix.
• MAKE FULL USE OF SALESFORCE'S CONNECTED APPS ECOSYSTEM Surface insights locked up in your sales and marketing tech stack into your account plans. Enable marketing and sales teams to run targeted outreach campaigns for your key accounts.
• DON'T LOSE WALLET SHARE TO COMPETITION Stay ahead of the competition with intuitive competitor benchmarking, win-loss analysis, and wallet-share teardown.
• CENTRALIZE ACCOUNT INTEL WITH ACCOUNT PROFILE Capture all account information including account highlights, financial performance, SWOT analysis and more in one place. Don't lose intel that's taken years to gather to account flux or attrition.