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About

Staying focused on your best accounts couldn’t be easier. Prioritize your top accounts in real time with custom scoring or by integrating with your existing scoring and intent tools. Personalize and automate books of business based on individual performance and capacity. Improve competitive win rates by building deeper expertise and reducing context switching. Build, track, and enforce revenue processes across your entire organization. Set guidelines, spot and solve issues instantly, and keep accounts evenly distributed as your team grows. Build deeper expertise and more meaningful relationships. Leave messy handoffs and transitions in the past. Adapt on the fly as your team and tech stack evolve. Take a one-on-one guided tour of our platform, and see how we make it easy to build deeper customer relationships. Ensure the right accounts are always worked the right way, always. Stop revenue leak with rules of engagement.

About

You can’t book meetings if you're engaging the wrong accounts. You need to dynamically distribute the right accounts at the right time. Increase sales efficiency by finding the black holes in your CRM and focusing reps on accounts that will convert, and move to dynamic books. It's time to move away from static territories to something more resilient and flexible. That's where dynamic books come in. We’ve owned a number and we’ve been in the RevOps trenches. We know what high-performance sales teams need because we’ve been there. Learn more about dynamic books, and how they provide a true alternative to static territories. Get our free guide to dynamic book management. Assignment of any built-in or custom object. Adaptive round-robin logic based on weight, capacity, and availability. Logging, audit history, and reporting, with all dynamic book management functionality, premium onboarding, and support.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses in need of a solution to automate book management and ensure their accounts are worked the right way

Audience

Sales teams requiring a solution to adopt dynamic books and generate more pipeline with dynamic account assignment

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$200 per month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

AccountAim
United States
www.accountaim.com

Company Information

Gradient Works
United States
www.gradient.works/

Alternatives

Alternatives

Categories

Categories

Integrations

Beekeeper Not Supported
Clumio Not Supported
GoCardless Not Supported
Google Workspace Not Supported
LinearB Not Supported
Lumen by Talkwalker Not Supported
Microsoft 365 Not Supported
Outreach Not Supported
QuotaPath Not Supported
Salesforce Not Supported
Salesloft Not Supported
Slack Not Supported
Upwork Not Supported

Integrations

Beekeeper Supported
Clumio Supported
GoCardless Supported
Google Workspace Supported
LinearB Supported
Lumen by Talkwalker Supported
Microsoft 365 Supported
Outreach Supported
QuotaPath Supported
Salesforce Supported
Salesloft Supported
Slack Supported
Upwork Supported
Claim AccountAim and update features and information
Claim AccountAim and update features and information
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Claim Gradient Works and update features and information