Sales Account Planning and Strategy

Go after your must-have customers with intention.

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

Talk to a Readiness Expert

Analyze key accounts

Listen to buyer statements from meeting recordings and jump to key moments like objections, next steps, and competitive mentions.

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.

Learn More About Call AI

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.

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Sales Account Planning and Strategy Customer Stories

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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.

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