Analyze key accounts
Listen to buyer statements from meeting recordings and jump to key moments like objections, next steps, and competitive mentions.
Do you use the right field insights to coach your reps?
Plan your next move based on data.
Our Call AI and coaching solutions help your account teams — leadership, reps, pre-sales, support, and solutions consulting — work together. Modernize your sales account planning strategy with Mindtickle.
Create your sales account planning strategy based on real-world evidence
Collaborate and strategize based on your customers’ own words.
Talk to a Readiness Expert
Leave helpful notes
Leave public or private notes and link to useful content to let your account owners and collaborators know your thoughts.
Review customer accounts
Leverage call snippets and libraries to run effective one-on-one conversations. Listen to calls together, figure out how to approach the next customer, and win the deal.
Get reps the help they need
Ensure your reps have the organizational support they need to close a deal. Share key call moments so everyone’s on the same page.
Data-driven decisions make for more meaningful conversations
“A manager will use the coaching template in Mindtickle to review a team member’s performance during a customer meeting. It provides a framework for their discussion after the meeting and makes it easy to track how much the rep is improving with these structured coaching sessions.”
Convert major accounts with sales account planning and strategy
Act on evidence, plan thoroughly, and win more deals.
When you display empathy in sales, it makes you more successful. Mindtickle helps you deliver solutions that meet customer needs, so you’ll beat your competition every time.
Find account intelligence in Call AI
Base your account strategy on insights from real customer conversations.
Enable your revenue teams to make a difference in customer interactions and win more deals. Insights from conversations are used to create training programs and one-on-one coaching, as well as create sales content that’s based on your customer’s voice.
Featured Resource
Sales Coaching Guide
Sales account planning strategy means managers need insight into how reps can perform better, why they fail, what to do about it, and where to find guidance to improve. This guide helps lay the foundation for better account planning.
Explore all that you can do with Mindtickle’s Sales Readiness Platform
Set performance goals, educate your team, create a coaching culture, track field performance, and offer personalized solutions that improve long-term results.
Curated Resources
Ready up with reports, guides, and more
Sign up for webinars and events or explore useful tools in the Resource Center.
Match your actions with customer needs
With Mindtickle, you can make customer orientation a key skill for your reps while closing the most important deals together.
