Go after your must-have customers with
intention.
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.
Collaborate and strategize based on your customers’ own words. Talk to a Readiness Expert
Listen to buyer statements from meeting recordings and jump to key moments like objections, next steps, and competitive mentions.
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.
Leave public or private notes and link to useful content to let your account owners and collaborators know your thoughts.
Ensure your reps have the organizational support they need to close a deal. Share key call moments so everyone’s on the same page.
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.
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.
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.
Set performance goals, educate your team, create a coaching culture, track field performance, and
offer personalized solutions that improve long-term results.
Ramp new sales team members quickly through formal and informal learning techniques.
Create an ongoing state of excellence with the right programs, missions, and content.
Create a coaching culture through personalized coaching on deals and skills.
Use kickoffs and live instructor-led sessions to highlight your knowledge and skill development.
Get your partners scaled quickly and keep them updated with your latest and greatest.
Ensure reps are ready to carry out their skills on the field with pre-testing.
Use call recording to identify and share market trends, customer needs, and ideas.
Sales Account Planning and Strategy Customer Stories
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With Mindtickle, you can make customer orientation a key skill for your reps while closing the most important deals together.
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