Maximize Revenue From Each Account

Dealmaker Smart Account Manager applies automation and intelligence so it is easy to adopt account planning and management as part of your company's processes. Use the Opportunity Map to gain a picture of current status and 'white space' areas to explore for potential business. Align your opportunities with the customer's goals using the Value Map. The Strategy Map provides insight to the customer's business goals and Political Map plots the power structure. Using Dealmaker's analysis and advice, the account team can work together to execute the account strategy to maximize the revenue from each account.

View Demo

Features of Dealmaker Smart Account Manager:

Opportunity Map

Use the Dealmaker Opportunity Map to visually map the organizational structure of your accounts and business units, and track your level of relationship.  This helps you to see where you are blocked from selling, as well as identifying gaps in coverage that you can address. You can also convert your potential opportunities into real or current opportunities, and Dealmaker immediately updates your CRM system, so that your CRM system and Dealmaker are always in sync. 

Using Dealmaker Account Manager with Dealmaker Opportunity Manager, you can build and work your plan—all within the same system.

Strategy Map

Strategy Maps help you to understand what motivates your customers The maps allow you to visually represent and capture a customer’s business drivers, initiatives and related projects as well as their critical success factors. This allows you to quickly and accurately understand and confirm with your customer the business issues that they are facing, and the solutions which best address those issues.

Political Map

The Political Map helps you draw a picture of your customer's organization and understand the power structure in an account. By identifying the key individuals and their influencers, and determining who's on your side and who might be an adversary, you can focus your attention on winning the minds of the right people and ultimately elevate your level of relationship. Once you have mapped the organization, Dealmaker guides you to select the correct relationship strategy for each of the key individuals, based on the formal or organizational structure of the account, as well as the informal power structure in the account.

Value Map

With Dealmaker’s automated Value Map, you can perform analysis on your potential opportunities, rank order, and select opportunities with the most value to you and your customers. The Value Map enables you to plot your opportunities to determine which ones have the greatest “value to us” and “value to customer”. Through a configurable scoring system, your account team and you can decide at a glance  which opportunities are worth pursuing.  Once identified as important, you check them as targeted and Dealmaker updates the Opportunity Map accordingly.

Objectives, Strategies, and Actions

Objectives, Strategies and Actions help you understand how to execute on an Account Plan, and identifies the steps you need to take to achieve your plan. Dealmaker automates the recording and assignment of objectives, strategies and actions for the Account Plan, and provides an intelligent framework for effective execution of activities across the team.  This helps the Account team coordinate their account team activities, increasing team alignment, communication and deal velocity.

Account Plan Set-up and Editing

Dealmaker is designed to improve Account team productivity and communication.  Setting up an Account Plan is quick and easy.  You can set up plans for multiple accounts, or for a single account with multiple units.  Dealmaker reads your CRM system so you can easily pull in the required account information.  After a few minutes you’re ready to start building your plan.

Marketview

Marketview provides a rolled-up view of all the accounts in your marketplace, opportunities in the account plans and deals that have been closed to date. You get a clear picture of your addressable market and see where the gaps exist. You can create reports to reflect your business, and these are automatically available to others in your organization.

A sales person can create a single view that includes all of your accounts in one report. As a manager, you can create a view of your team’s accounts, providing you with a single report for your entire business. As a global account team, you can create a Marketview report across the various regions or you create custom views, for example to compare your performance across different vertical industries.

Coach Me

Imagine if your CRM system knew everything about the deal you were working on and coached you on what had to do to win the deal. Coach Me does just that and provides real-time, deal-specific coaching, enabling sales professionals to sell smarter, and sales managers to coach smarter.

According to the Sales Executive Council, when coaching is added to the selling process, sales productivity is improved by 88%.  

Dealmaker Virtual Learning System

The virtual learning system in Dealmaker delivers interactive, self-paced learning content with rich video, self-assessment and certifi­cation capabilities. You have 24x7 access to a configurable curriculum that delivers sustained productivity improvements. You can learn at your own pace, self-assess and self-certify, refresh your knowledge as needed, and create custom learning curricula (including your own content) for di­fferent learning audiences.

---

Contact us to learn more