📋 Account Management

Squivr

Revenue Excellence Through Smarter Account Planning & Relationship Management, All Inside Salesforce.

A Salesforce-native application for account planning, relationship mapping (org charts), and playbook execution.

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Miro

The visual workspace for innovation.

An online collaborative whiteboard platform that can be used for brainstorming, diagramming, and creating relationship maps.

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Sift (People Directory)

Find, Discover, and Connect Your Organization's People.

A people directory and org chart software that helps employees find and connect with colleagues based on skills, experience, and roles.

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ARPEDIO

Account Based Selling on Salesforce

A Salesforce-native application for account-based selling, with features for white space analysis and relationship mapping.

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Time is Ltd.

Create engaged & productive teams.

A productivity and collaboration analytics platform that can be used for visualizing communication networks and account relationships.

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ForecastEra

AI-Powered Revenue-to-Operations Lifecycle Platform

A Salesforce-native platform for account planning, forecasting, and revenue operations.

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Prolifiq

Account-Based Selling, Reimagined.

A suite of Salesforce-native apps for key account management and content sharing.

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Recast

Fast, Accurate Incrementality Measurement.

A marketing mix modeling (MMM) platform that helps businesses measure the incremental impact of their marketing spend.

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DemandFarm

Unlock the full revenue potential of your key accounts.

A Key Account Management platform that integrates with CRMs to provide account planning, relationship mapping, and opportunity management.

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UserGems

The GTM Command Center & AI Agents that you can trust.

An AI-powered platform that tracks customer job changes to generate warm pipeline for sales and marketing teams.

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ChurnZero

Customer Success Software for Customer Growth.

A customer success platform focused on helping subscription businesses fight churn and drive expansion.

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ChurnZero

Your Partner in Customer Success

A real-time customer success platform for subscription businesses.

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Kapta

The #1 Key Account Management Software.

A purpose-built platform for Key Account Managers to retain and expand their most important accounts.

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ClickUp

One app to replace them all.

A comprehensive productivity platform that combines project management, documents, and whiteboards for various use cases, including relationship mapping.

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Gong

The Revenue Intelligence Platform.

A conversation intelligence platform that analyzes customer-facing interactions to provide insights for sales and account teams.

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Membrain

The Sales Effectiveness Platform for B2B Growth

A platform for complex B2B sales that includes CRM and sales enablement.

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monday.com Sales CRM

One platform to run your entire sales cycle

A flexible CRM built on the monday.com Work OS platform.

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ChurnZero

Your Partner in Customer Success.

A customer success platform focused on automation and real-time alerts to help teams fight churn.

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DemandFarm

Unlock predictable account growth with contextual AI insights and automations.

A Key Account Management platform to make Strategic Account Planning data-driven, predictable and scalable within your CRM.

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Affinity

The Relationship Intelligence CRM.

An automated CRM that uses AI to capture and analyze relationship data to help find, manage, and close deals.

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ChurnZero

The Customer Success Platform for Subscription Businesses

A customer success platform that helps subscription businesses fight churn and drive expansion revenue.

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Gong

The Revenue Intelligence Platform

A platform that captures and analyzes customer interactions to provide insights that help revenue teams close more deals.

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Kapta

The #1 Key Account Management Software

A purpose-built platform for Key Account Management, focusing on strategic planning and customer relationships.

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Kapta

The CRM Purpose-built for Account Teams

A Key Account Management platform for customer retention and growth.

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Catalyst

The Customer Growth Platform.

A customer success platform designed to help CSMs manage the entire customer lifecycle and drive growth.

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Freshworks CRM

Delightfully simple software for your business

An all-in-one CRM that helps businesses to attract, manage, close, and nurture their leads and customers.

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Close

The CRM for growing sales teams

A sales CRM that helps small and medium-sized businesses to turn more leads into revenue.

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Kapta

The CRM Purpose-built for Account Teams.

A Key Account Management software designed to help teams retain and grow their most important customer relationships.

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Clari

The Revenue Platform.

A revenue operations platform that uses AI to improve forecasting, pipeline management, and overall revenue predictability.

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Prolifiq

Revenue Optimization for Salesforce.

A Salesforce-native suite of applications for account-based selling, relationship mapping, and digital content management.

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Workleap

The AI-powered talent management platform that keeps HR moving forward.

An employee experience platform that includes org chart and directory features through its Pingboard product.

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Copper

The CRM for Google Workspace.

A CRM that lives inside your Gmail inbox, designed for teams that work heavily with Google Workspace.

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6sense

The AI-powered Account Engagement Platform.

A leading account engagement platform that uses AI to uncover anonymous buying behavior and prioritize accounts.

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ClientSuccess

Customer Success Growth Platform

A customer success platform focused on managing the entire customer lifecycle.

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Kapta

The CRM Purpose-built for Account Teams.

A Key Account Management software focused on customer goals, strategic planning, and demonstrating value through QBRs.

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Close

The CRM for growing sales teams.

A sales-focused CRM that combines calling, emailing, and SMS into a single, high-productivity workflow.

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Lucidchart

Intelligent Diagramming.

A web-based visual workspace for diagramming, data visualization, and collaboration, often used for creating org charts.

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Planhat

The Customer Platform

A flexible platform for customer success, onboarding, and managing the customer lifecycle.

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Deel

The all-in-one HR platform for global teams.

A global HR platform that includes a native HRIS with features for creating and visualizing organizational charts.

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Planhat

The Customer Platform.

A flexible and data-driven customer platform designed for managing the entire customer lifecycle.

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DemandFarm

Key Account Management Software

A suite of tools for account planning and white space analysis, designed to work within your existing CRM.

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Catalyst

The Customer Growth Platform

A platform that helps businesses drive growth from their existing customers through proactive, data-driven customer success.

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Planhat

The Customer Platform

A flexible and customer-centric platform for customer success, onboarding, and expansion.

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Clari

The Revenue Platform

A platform that helps businesses forecast revenue, manage their pipeline, and identify risks and opportunities.

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Revegy

Grow Revenue from Your Most Important Accounts.

A dedicated account planning platform focused on visualizing and executing complex sales strategies.

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Catalyst

The Intuitive Customer Success Platform

A customer success platform designed for ease of use and integration.

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Salesloft

The first and only AI-powered Revenue Orchestration Platform

A platform that helps revenue teams execute their go-to-market strategies.

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Revegy

The Revenue Execution Platform

A platform for account and opportunity planning, with a focus on visualizing complex sales processes.

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Freshworks CRM

Delightfully simple software that works for your business.

An all-in-one CRM that combines sales automation, marketing automation, and chat into a single platform.

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Revegy

Revenue Acceleration Platform

A platform for key account planning and sales execution, focusing on complex B2B sales.

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ChartHop

The HR Platform Built for AI.

A people operations platform that unifies and visualizes HR data, with a core focus on dynamic org charts and workforce planning.

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OrgChartHub

Build Org Charts in HubSpot CRM.

A HubSpot-native application for creating and managing customer organization charts directly within HubSpot.

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Salesloft

The Platform for Modern Selling

A sales engagement platform that helps revenue teams to build pipeline, manage deals, and engage customers.

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Copper

The CRM for Google Workspace

A CRM that is designed to work seamlessly with Google Workspace, helping businesses to manage their leads, contacts, and deals.

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Salesloft

The first and only AI-powered Revenue Workflow Platform.

A sales engagement platform that helps sellers execute digital selling tasks and manage the full sales cycle.

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HubSpot Sales Hub

Sales software for growing teams.

An all-in-one sales CRM that includes tools for account planning, deal management, and sales automation.

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Gainsight

The Customer Success Company.

A leading customer success platform with robust features for managing and growing existing customer accounts.

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Salesforce Sales Cloud

The #1 AI CRM for Sales

A leading CRM platform for managing sales, customer relationships, and forecasting.

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Gainsight

The Customer Success Company

A leading platform for customer success, product experience, and community engagement.

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DemandFarm

Key Account Management Software to Grow Strategic Accounts

A CRM-agnostic platform for key account planning and management.

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Salesforce Maps

Visualize Your Data. Optimize Your Territories.

A location intelligence tool for Salesforce that visualizes data on a map, optimizes routes, and helps with territory planning.

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ZoomInfo

The Go-To-Market Platform

A platform that provides B2B contact and company data to help businesses find and connect with their ideal customers.

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HubSpot Sales Hub

Sales Software That's Both Powerful and Easy to Use

A sales CRM platform that helps teams close more deals, deepen relationships, and manage their pipeline effectively.

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Organimi

The Easy Organizational Chart Maker.

A cloud-based tool for creating, sharing, and maintaining organizational charts, photoboards, and directories.

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Totango

The Composable Customer Success Platform

A customer success platform that helps businesses design and run their ideal customer journey.

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Gainsight

The Customer Success Company

A leading platform for customer success, with features for identifying and acting on expansion opportunities.

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Introhive

The #1 Relationship Intelligence Platform.

An AI-powered platform that automates CRM data entry and uncovers relationship insights from communication data.

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Creately

The data-connected Visual Workspace.

A visual collaboration platform for creating diagrams, flowcharts, mind maps, and org charts with a focus on data connectivity.

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HubSpot Sales Hub

Sales software for today's fast-paced world.

A sales CRM platform that's part of the HubSpot ecosystem, focused on ease of use.

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Gainsight

The Customer Success and Product Experience Software.

A leading platform for customer success, product experience, and community engagement.

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Altify

Optimize Sales with Account Planning & Enablement Solutions.

An AI-enhanced, 100% Salesforce native sales solution for account planning, deal management, and relationship mapping.

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Outreach

The Sales Execution Platform

A platform that helps sales teams automate and optimize their engagement with prospects and customers.

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Salesforce Sales Cloud

The #1 AI CRM for sales.

A comprehensive CRM platform with extensive account management and planning capabilities.

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Demandbase

The Smarter GTM™ Platform for B2B.

An Account-Based Marketing (ABM) platform that helps identify, engage, and close target accounts.

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Outreach

The AI-powered Sales Execution Platform.

A leading sales engagement and intelligence platform that helps teams close their pipeline gap.

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Outreach

The Sales Execution Platform

A platform for sales engagement, conversation intelligence, and revenue forecasting.

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Asana

Work on big ideas, without the busywork.

A work management platform that can be configured for sales and account management.

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Upland Altify

Account Planning & Sales Enablement Solutions.

AI-enhanced, Salesforce-native solutions for B2B sales teams to manage relationships and grow accounts.

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Salesforce Sales Cloud

The #1 AI CRM for Sales

A leading CRM platform with extensive features for sales, account management, and opportunity tracking.

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Outreach

The AI-Powered Revenue Workflow Platform.

A sales execution platform that unifies prospect engagement, customer retention, and revenue intelligence with AI.

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Altify

Account Planning & Opportunity Management

A Salesforce-native application for strategic account and opportunity planning.

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Pipedrive

The first CRM designed by salespeople, for salespeople.

A sales CRM and pipeline management software that helps small and medium-sized businesses to close more deals.

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Upland Altify

Revenue Optimization Applications.

A strategic account planning and relationship mapping tool built natively on the Salesforce platform.

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Microsoft Visio

Create professional diagrams effortlessly.

A diagramming and vector graphics application from Microsoft, used to create a wide variety of diagrams including org charts.

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Insightly

The CRM for building lifelong customer relationships

A unified CRM platform that helps businesses to align their sales, marketing, and project teams around the customer.

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Altify

Revenue Optimization Applications for Salesforce

A suite of Salesforce-native apps for account planning, opportunity management, and relationship mapping.

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Pipedrive

The easy-to-use sales CRM.

A sales-focused CRM designed around a visual pipeline to help users manage deals and activities.

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Zoho CRM

The technology that transforms businesses.

A comprehensive CRM platform with extensive features for sales and marketing.

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SmartDraw

The World's Most Powerful Diagramming Tool.

A diagramming tool that can be used online or on the desktop, with a strong focus on automated diagram creation.

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Zoho CRM

The Operating System for Business

A comprehensive CRM platform that helps businesses of all sizes close more deals the smarter, better, and faster way.

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Zoho CRM

The CRM that works for you.

A comprehensive CRM platform that is part of a broad suite of business applications.

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Aforza

The #1 Consumer Goods Cloud

An industry cloud solution for consumer goods companies, with KAM features.

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