Understand each account
See sales trends, order frequency, buying breadth and account health together. Understand which relationships are growing, slowing or in need of attention, with the underlying signals available for review.
Account analysis and action recommendations
Understand the account. Know what to do next.
AccountIQ connects account performance, buying patterns and opportunity signals so your team can focus its effort and take a considered next action.
Find opportunities worth exploring
Review relevant category gaps, changes in purchasing and products bought by comparable accounts. Use the available evidence to identify where a customer relationship could grow and which opportunities deserve a conversation.
Turn analysis into a next action
Prioritise reactivation, category expansion and relevant product conversations. Review the reason behind each opportunity, assign responsibility and track progress so account analysis leads to useful follow-through.
Getting started
What getting started involves.
- 01
Connect and check your customer, sales and product data.
- 02
Define account groups, relevant categories and account ownership.
- 03
Review account priorities, act on supported recommendations and track outcomes.
Turn account understanding into action.
Put your customer and sales data to work. See changes in buying behaviour, explore relevant opportunities and give account owners a clear reason for the next conversation. Configure account groups and categories around your business, then use the supporting evidence to decide where your team can make the most useful contribution.
Bring us your workflow