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Dealmaker® Smart Account Manager

Maximize Revenue
from Key Accounts

With Account Planning you are 41% more likely to make or exceed your revenue goals

We Wrote The Book On Account Planning In Salesforce

Literally. Only 53% of salespeople are effective at maximizing revenue from their existing large (or small) customers, but yet, in every account …

  • There is valuable ‘white space’ for you to address.
  • You can uncover unresolved business problems.
  • Cross-sell / Up-sell opportunities exist in the ‘mutual value’ corridor.
  • Account planning deepens customer loyalty and retention

Do You Know Why Salesforce Uses Dealmaker?

Progressive sales organizations employ account plans as a core part of their sales strategy. Salesforce, HP, Diebold, BT, and others know that...

  • Revenue from existing accounts is 6x more profitable
  • Win rate from existing accounts is 7x higher 
  • The structured account planning methodology in Dealmaker is proven to grow pipeline fast in existing accounts 
  • Dealmaker makes Account Planning part of your business rhythm


  • Identify the White Space
  • Uncover Business Problems
  • Map the Political Landscape to build relationships
  • Align with Customer’s Strategy
  • Execute Account Plan

For large strategic accounts, or for a portfolio of accounts in a territory, Dealmaker Smart Account Manager maximizes revenue from your existing customers and increases loyalty and retention.


Proven Account Planning methodology in smart software

Dealmaker guides you to segment your accounts and shows you the ‘white space’, helping you uncover customers’ business issues. It maps the political landscape, then manages your execution plan to create and win new business opportunities.

In the cloud & on your phone. Native on Salesforce

Collaboration is critical. Because Dealmaker is built on the Salesforce platform, the account team can work together with the same reliability, performance, security as Salesforce, in the cloud and on your mobile device.

Improve Sales Productivity

Improve Sales Productivity

Setting up an Account Plan is quick and easy. Record your research and collaborate on building new information on account relationships and alignment. Built-in guidance helps you develop and monitor your Account Plan.


Prioritize Your Accounts

Improve Sales Productivity

Classify your accounts and prioritize where in the account you want to focus. The configurable scoring system, means you can target the areas of the customer's business with the greatest potential.

Identify Opportunities in Your Accounts

Improve Sales Productivity

Build comprehensive, visual pictures of key accounts so you can spot opportunities to create value and identify gaps that you can address.

Align Your Selling with Buyer's Motivations

Improve Sales Productivity

Visualize your customer’s goals, pressures and initiatives. Understand obstacles to create solutions that deepen the value you provide.

Navigate Your Buyer's Organization

Improve Sales Productivity

Identify the key people and their influencers, and determine who is on your side and who might be an adversary. Focus your attention on winning the minds of the right people and ultimately shorten your sales cycle.

Develop and Execute on Account Plans

Improve Sales Productivity

Identify the steps needed to achieve your plan. Dealmaker provides an intelligent framework for execution of activities across the team - increasing alignment, communication and sales velocity.