Account Planning in Salesforce with Prolifiq

Identify gaps or blockers in your largest deals
Find whitespace in key accounts with 1 click
Single source of truth for your account strategy

The average customer sees a 14%-18% increase in win rates and a 17-21% shorter sales cycle.

Account Planning Success

Afresh Sees Surge In Account Growth

Joao Almeida wanted to drive more collaboration, consistency in identifying the buying committee, and key account penetration. Like many teams, knowledge transfer and loss are common when team members depart. He turned to Prolifiq to bring to help address this.

31% increase in key account expansion pipeline
15% increase in win rates for opportunities with relationship maps
Visibility and collaboration around key account and deal strategy

Prolifiq CRUSH will allow you to:

Identify top contacts and relationships in your key account plan and analyze critical intel about key influencers - their interest, influence, and support.

Execute full-scale account-based selling with confidence and oversee your account strategies like you would a project.

Keep your sales team on target: Quickly see progress on goals and objectives while increasing your team’s Salesforce adoption.

Analyze the white space in an account to identify and prioritize the best opportunities for up-selling within your current customer base.

Having a key account management strategy is crucial when it comes to closing competitive deals, but some salespeople say it’s too difficult, too inconvenient, too burdensome. Tired of account plans living in Slides/Sheets and never touching them again?

Our software helps you organize account plans from within Salesforce to bring your contact and account data to life. This means more wins, better alignment between your customer success and sales teams, and less revenue left on the table.

“

From the relationship map to the cross sell templates, the user experience of visually seeing these items has been a game changer. The team that we work with at Prolifiq is top notch and always available to help.

Nick Polovina Manager, Salesforce Team/Scrum Master, West Monroe

“

With CRUSH, everything we need to execute account strategy is at our fingertips.

Chris Majoros VP of Client Development, Immedia

48%

Growth in White Space Pipeline

100%

Increase in Salesforce Adoption

25%

Collaboration

Account Planning in Salesforce with Prolifiq

Account Planning Success

Afresh Sees Surge In Account Growth

Prolifiq CRUSH will allow you to:

Prolifiq CRUSH will allow you to:

48%

100%

25%

Our Clients