Account Management
Account Management
Account Management
Are you struggling to demonstrate the Value of your Products and drive Expansion Revenue ?
Are you struggling to demonstrate the Value of your Products and drive Expansion Revenue?
Leverage Account AI to augment key account managers
Key Account Management Playbook helps you and your team focus on a clear and mutually agreed upon plan of action.
Account Insights
Provides all actionable intelligence about the account in a quickly digestible format, which includes
Account priorities and associated technology spend
Key people and their movement
Account strategic agenda Technology stack etc.
Develop and maintain key account plans with all external information updated on a real-time basis.
AutoFill Account Plans from Customer 360 data and engagement history
Provides all actionable intelligence about the account in a quickly digestible format, which includes
Account priorities and associated technology spend
Key people and their movement
Account strategic agenda Technology stack etc.
Develop and maintain key account plans with all external information updated on a real-time basis.
AutoFill Account Plans from Customer 360 data and engagement history
Provides all actionable intelligence about the account in a quickly digestible format, which includes
Account priorities and associated technology spend
Key people and their movement
Account strategic agenda Technology stack etc.
Develop and maintain key account plans with all external information updated on a real-time basis.
AutoFill Account Plans from Customer 360 data and engagement history
Cuts down account research/planning time by 40-50%, thereby giving Account Management teams more time to do actual expansion sales.
Client Meeting Preparation
Client meeting prep involves labor-intensive gathering and summarizing of relevant client data. AI can automate the aggregation and summarisation of client data, creating comprehensive prep materials that keep meetings productive.
Schedule Appointments
Summarise Financial Accounts
Summarise Financial Plans & Goals
Summarise Interactions
B2B Client Profile Summary
Client meeting prep involves labor-intensive gathering and summarizing of relevant client data. AI can automate the aggregation and summarisation of client data, creating comprehensive prep materials that keep meetings productive.
Schedule Appointments
Summarise Financial Accounts
Summarise Financial Plans & Goals
Summarise Interactions
B2B Client Profile Summary
Client meeting prep involves labor-intensive gathering and summarizing of relevant client data. AI can automate the aggregation and summarisation of client data, creating comprehensive prep materials that keep meetings productive.
Schedule Appointments
Summarise Financial Accounts
Summarise Financial Plans & Goals
Summarise Interactions
B2B Client Profile Summary
Generate Point of View
Account managers need to contact every contact with custom messages and relevant solutions. Get time back by automatically generating tailored POV’s, based on Customer 360, for email or phone intros.
Create a personalized POV based on account information for account reps to quickly summarize “Why Change, Why Now, and Why Us.”
Client Support Summaries - Accurately summarizing client support interactions takes detailed review, and can be prone to human error.
RevGain Wingman AI can synthesize support interaction data to create concise, accurate summaries to ensure consistency and save time.
Summarize open cases / tickets/Orders
Summarize unresolved escalations
Summarize invoices
Summarize engagement history
Account managers need to contact every contact with custom messages and relevant solutions. Get time back by automatically generating tailored POV’s, based on Customer 360, for email or phone intros.
Create a personalized POV based on account information for account reps to quickly summarize “Why Change, Why Now, and Why Us.”
Client Support Summaries - Accurately summarizing client support interactions takes detailed review, and can be prone to human error.
RevGain Wingman AI can synthesize support interaction data to create concise, accurate summaries to ensure consistency and save time.
Summarize open cases / tickets/Orders
Summarize unresolved escalations
Summarize invoices
Summarize engagement history
Account managers need to contact every contact with custom messages and relevant solutions. Get time back by automatically generating tailored POV’s, based on Customer 360, for email or phone intros.
Create a personalized POV based on account information for account reps to quickly summarize “Why Change, Why Now, and Why Us.”
Client Support Summaries - Accurately summarizing client support interactions takes detailed review, and can be prone to human error.
RevGain Wingman AI can synthesize support interaction data to create concise, accurate summaries to ensure consistency and save time.
Summarize open cases / tickets/Orders
Summarize unresolved escalations
Summarize invoices
Summarize engagement history
Have Questions? Let’s Chat!
Have Questions? Let’s Chat!
Have Questions?
Let’s Chat!
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Request Demo
Request Demo
Request Demo