Account Management Software
Acquire, retain, and grow strategic accounts
Confidently collaborate to build and execute winning account strategies with a unified view of engagements, opportunities, risks, and activities for key accounts. Leverage AI to proactively identify risks and drive personalized engagement for a seamless customer experience.
6,000 global customers execute their AI-powered sales workflows with Outreach
Why Account Management matters
Outreach’s AI-driven account management software ensures that your account teams make data-driven decisions at every stage of the account lifecycle. Proactively identify risks, engage with key stakeholders, and increase retention and growth across strategic accounts.
Ramp up reps 3x faster with Outreach Kaia
Key benefits of an Account Management software
Create, manage, and execute your Account Strategy from one surface
Confidently build and execute account strategies by combining data and sales actions for the entire account team in a single platform. Seamlessly incorporate your account-based strategy into the team's workflow, driving informed actions without navigating multiple windows or systems.
Ensure seamless customer experience
Keep everyone aligned around common goals and shared account context to ensure a seamless customer experience and foster long-term relationships. Create happy customers and deliver an increased share of wallet at every stage, from identification to closing and expansion, ensuring unified messaging across all touchpoints.
Gain real-time insights to win, retain, and grow key accounts
Boost growth and lock in customer retention by promptly acting on account insights and proactively identifying risks before they escalate or result in lost revenue. Gain a comprehensive view of past interactions and the complete account history, enabling sellers to drive meaningful interactions at every stage of the buyer lifecycle.
Account Management features at a glance
Smart Account Plan
Easily build and execute account strategies with a unified view of engagements, opportunities, risks, and activities for key accounts in one place.
Prospect Relationship Map
Create and edit a visual representation of stakeholders in the buyer’s org, their reporting lines and easily illustrate how prospects influence each other in the buying process.
Smart Account Assist
Get a concise AI-generated summary of the account's recent activities and get answers to the most burning questions about an account like "What are the potential risks?" or "What are the next steps?"
Engagement Activity Timeline
Access the continuously updated account engagement feed to get a concise summary and timeline of the account's recent activities.
Purchase Overview
Display purchased product data in Outreach to keep tabs on critical indicators for retention and expansion.
Kaia Team Trends
Retention & Expansion Sequence Blueprints
Deploy pre-configured sequences for account management, expansion, and retention workflows including onboarding, customer training, NPS detractor management, and expansion.
See the full power of the Sales Execution Platform
Create quality pipeline, maximize rep productivity, and drive predictable revenue growth with Outreach.
Increase quota attainment with insights that guide sellers before, during, and after critical meetings. Share examples of best practices, coach on next steps, and spot risks across every deal, without having to attend every call.
FAQs about Account Management Software
Account Management in Outreach helps GTM organizations acquire, retain, and grow strategic accounts. With quick access to comprehensive account intelligence and real time insights, teams can confidently collaborate to build and execute winning account strategies, ensure a seamless customer experience, and drive sustained growth across key accounts.
AI-powered Account Management software, such as Outreach, enables sellers to gain deeper insights into customer behaviors and interactions which are used to identify upsell opportunities, predict churn, and personalize strategies for account growth and retention.
Outreach's Account Management software uniquely centralizes all account intelligence within the platform, automatically updating and seamlessly integrating into daily workflows. With quick access to comprehensive account intelligence, account teams can easily collaborate strategically on building and executing account strategies, whether they are aiming to win or grow key accounts.
Our sales experts have helped thousands of customers build high-performing sales team. Request a demo to see what plans are available for you.
Outreach can integrate with CRMs and several third-party app tools natively to keep your data connected across all of your platforms. You can find the full list of our officially-supported integrations here: Outreach Marketplace Integrations.
Outreach prides itself on providing a secure platform for our customers as a fundamental part of our mission. Protecting our customers' data is the cornerstone of our Security, Privacy and Data Protection Programs. Read more about Outreach's firm and exhaustive commitment to protecting your data on the Outreach Trust Page.
