Sales Account Planning and Strategy

Go after your must-have customers with

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.

Request a personalized planning & strategy demo

Learn how Mindtickle customers cut down onboarding time and increase engagement rates.

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


Analyze key accounts

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


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.


Leave helpful notes

Leave public or private notes and link to useful content to let your account owners and collaborators know your thoughts.


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.

Medallia Streamlines Onboarding with Mindtickle

The automation behind the process, the ease with which we can build and assign engaging and attractive courses, and all the support from the Mindtickle team… I’m not sure what else we could ask for from a sales readiness platform.
Sheryl Hughes
Director, Enablement Operations
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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.


The 2024 State of Revenue Productivity Report

Insights, trends, and success stories from 400+ winning revenue organizations.

Unlock your team's full potential with
Mindtickle's Revenue Productivity Platform

Integrate sales training, enablement, and insights for revenue productivity with quick deployment, engaging content, performance benchmarking, deal management, call data insights, and proactive forecasting.

Sales Onboarding

Ramp new sales team members quickly through formal and informal learning techniques.

Continuous Learning

Create an ongoing state of excellence with the right programs, missions, and content.

Manager-Led Coaching

Create a coaching culture through personalized coaching on deals and skills.

Sales Kickoffs

Use kickoffs and live instructor-led sessions to highlight your knowledge and skill development.

Partner Enablement

Get your partners scaled quickly and keep them updated with your latest and greatest.

Sales Certification

Ensure reps are ready to carry out their skills on the field with pre-testing.

Voice of the Customer

Use call recording to identify and share market trends, customer needs, and ideas.

Sales Account Planning and Strategy Customer Stories

The automation behind the process, the ease with which we can build and assign engaging and attractive courses, and all the support from the Mindtickle team… I’m not sure what
Sheryl Hughes
Director, Enablement Operations
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Mindtickle is a big step up from our previous training software, so our salespeople were all really impressed with the functionality when we first rolled it out to them
Brian Steele
Sales Training Manager
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Ready up with reports, guides, and more

Sign up for webinars and events, or check out our 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.