ACCOUNT EXECUTIVES AND MANAGERSBuild proactive account plans and drive more revenue from strategic accounts
Problems we solve for account managers and AEs
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.
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.
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.
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.
Data entry taking time away from selling
Creating new contacts. Forwarding emails. Updating fields. Up to 7 hours a week.
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.