Analyze key accounts
Listen to key buyer statements from meeting recordings and jump to key moments like objections, next steps, and competitive mentions.
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Do you leverage field insights to coach reps on deals?
Plan your next move based on rep and customer conversation data.
Mindtickle’s Call AI and Coaching solutions help account teams — leadership, reps, pre-sales, support, and solutions consulting — work collaboratively. Modernize your sales account planning strategy with Mindtickle.
Conduct sales account planning strategy based on real-world evidence
Bring your team together and strategize based on the customers’ own words.
Leave valuable notes
Leave public or private notes as well as links to useful content to let account owners and collaborators your thoughts.
Review accounts
Leverage call snippets and libraries to run effective one-on-ones. Listen to call moments together to decide how to approach the customer next and win the deal.
Get reps the help they need
Ensure your reps have the organizational support they need to close a deal. Share key call moments so everyone is on the same page.
Data-driven decisions make for more meaningful conversations
“A manager will use the coaching template in Mindtickle to review a team member’s performance during a customer meeting. It provides a framework for their discussion after the meeting and makes it easy to track how much the rep is improving with these structured coaching sessions.”
Convert major accounts with sales account planning and strategy
Win more deals by acting based on evidence and with thorough planning.
Displaying empathy in sales makes you successful. Mindtickle enables you to act based on customer needs. Deliver solutions the customers need and beat your competition every time by being more relevant and prescriptive.
Find account intelligence in Call AI
Base your account strategy and plan on insights from actual customer conversations.
Enable revenue teams to improve the impact of customer interactions and win more deals with Call AI.
Insights from conversations are used to create and deploy training programs, one-on-one coaching, as well as create sales content that is based on the voice of the customer.
Featured Resource
Sales Coaching Guide
Sales account planning strategy means managers need insight into how reps can perform better, why they fail, what to do about it, and where to find guidance to improve. This guide helps lay the foundation for better account planning.
Explore all that you can do with Mindtickle’s Sales Readiness Platform
Set performance goals, educate your team, create a coaching culture, track field performance, and offer personalized solutions that improve long-term results.
Curated Resources
Ready up with reports, guides, and more
Sign up for webinars and events or explore useful tools in the Resource Center.
Match your actions with customer needs
With Mindtickle, you can make customer orientation a key rep skill while you close key deals together.
