ACCOUNT EXECUTIVES AND MANAGERS

Build proactive account plans and drive more revenue from strategic accounts

 

PROBLEM

Navigate contact relationships by memory

Re-reading emails, revisiting your notes, and looking at LinkedIn over and over again, just to recall who these people are and what conversations were had.

OUR SOLUTION

Track buying roles, engagement, and relationships,

We help account managers plan and executive account goals.  At a glance, you can tell who’s engaged, who’s not engaged, and who’s important and needs to be more engaged.

PROBLEM

Spending too much time planning daily to-do’s

Planning your day is important, but going over your emails, meetings and recapping what happened from the day before is not great use of your time.

OUR SOLUTION

Daily digest to kick start your day

ContextSmith summarizes activities from the day before and give you new contacts, alerts, and to-do’s to kick off your day.

PROBLEM

Data entry taking time away from selling

Creating new contacts. Forwarding emails. Updating fields. Up to 7 hours a week.

OUR SOLUTION

More time selling. Less time updating.

ContextSmith creates and syncs new contacts, sales activities from emails and calendars, and we even pull relevant fields from Salesforce and put them directly in your inbox.

Nothing to install. See your data in minutes.