We help businesses achieve

Account priorities

Get the details of customer priorities aligned with your offerings and readymade action template

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    Understand broader account priorities and the best offerings for the same
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    Know target clients (names, role/designation, profile) and their contact details
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    See the first team connection to any client for warm intros
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    Generate email/message template and have it sent through LinkedIn, CRM, Email client (Outlook/Gmail)
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    On-demand AI-generated meeting briefs on client and account personas - equipping you with sharp context and tailored insights for every meeting
AccountOS
AccountOS

Key executive transitions

Be the first to know about the clients who need your help now in shaping their agenda

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    Track your current champions/sponsors (picked up from your CRM and tracked for you automatically)
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    Know about all other key executive transitions (new joining, role change, org chart)
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    Generate email/message template and have it sent through LinkedIn, CRM, Email client (Outlook/Gmail)
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    Gain a deeper understanding of the client persona to tailor future interactions as interest builds

Account summary

Conduct deep account research in a few mins

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    Understand strategic agenda
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    Know competitive activity in the account
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    Understand potential spends, hiring trends and skills being hired
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    Get expansive technology stack and track technologies of interest across accounts
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    Read latest financial reports, investor presentations and earning reports, potential spends, hiring trends and skills being hired
AccountOS