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Strategic Sales Account Planning Software

Revegy provides your teams with a blueprint to see the way to win.® Our strategic sales account planning software gives account managers tools to execute a repeatable methodology for identifying growth potential in key accounts and capturing a more significant share of spend.

Reduce Risk and Increase Wallet Share with Sales Account Planning Tools

B2B enterprise account management has become more complex, often making it difficult to understand the true health of your accounts, let alone identify cross-sell and upsell opportunities and have confidence in your forecast. Revegy account planning software reduces uncertainty by uncovering deep insights into your accounts and providing a data-guided process to help you build more compelling business cases and showcase how your solutions are an integral part of your customer’s success. 

Spend time on strategy, not spreadsheets

Unify Sales Planning Data

Access account information in one place. Revegy provides a consistent way to share intel, eradicate silos, remove blind spots, and improve cross-functional collaboration to ensure that account management teams can optimize their reaction time and move opportunities forward quickly.

Identify Critical Stakeholders

Engage with the right contacts. Revegy sales account planning software helps account managers pinpoint key decision-makers, champions, and influencers and leverage organizational relationships to retain business and expand your footprint.

Gauge True Account Sentiment

Know which accounts are at risk. Revegy's sales account planning software enables you to understand the true health of your accounts so you can provide the necessary coaching to prevent churn.

Unify Data

Access account information in one place. Revegy provides a consistent way to share intel, eradicate silos, remove blind spots, and improve cross-functional collaboration to ensure that account management teams can optimize their reaction time and move opportunities forward quickly.

Identify Critical Stakeholders

Engage with the right contacts. Revegy sales account planning software helps account managers pinpoint key decision-makers, champions, and influencers and leverage organizational relationships to retain business and expand your footprint.

Gauge True Account Sentiment

Know which accounts are at risk. Revegy's sales account planning software enables you to understand the true health of your accounts so you can provide the necessary coaching to prevent churn.

Set the Right Priorities

Accurately assess account potential. Revegy provides a clear view into which of your accounts are high-value and long-term, which are likely to drive near-term revenue, so you can help account management teams be more strategic.

Align with Customers’ Objective

Position your organization as a trusted partner. Revegy's sales planning tools helps you understand your customers’ key initiatives and goals so you can offer solutions that drive real value.

Consistently Manage Account

Ensure each customer enjoys the same high-quality experience. Revegy aligns all account management team activities with customized playbooks that provide a clear framework for client service, retention, and expansion.

Set the Right Priorities

Accurately assess account potential. Revegy provides a clear view into which of your accounts are high-value and long-term, which are likely to drive near-term revenue, so you can help account management teams be more strategic.

Align with Customers’ Objective

Position your organization as a trusted partner. Revegy helps you understand your customers’ key initiatives and goals so you can offer solutions that drive real value.

Consistently Manage Account

Ensure each customer enjoys the same high-quality experience. Revegy aligns all account management team activities with customized playbooks that provide a clear framework for client service, retention, and expansion.

Steadily Push Opportunities Forward

With Revegy's sales planning software, build a repeatable account planning process, aligning account management activities, and ensuring each account opportunity is quickly and consistently shepherded to close.

Maximize Productivity with Sales Account Planning

Keep account managers on track and on target. Revegy turns arbitrary account management activities into focused account management strategies using data to determine the tactics that predictably grow account revenue.

Socialize Success

Make reporting part of your regular workflow. Revegy's sales account planning software provides easy-to-use and easy-to-share visualizations and reports.

Steadily Push Opportunities Forward

Build a repeatable account planning process, aligning account management activities, and ensuring each account opportunity is quickly and consistently shepherded to close.

Maximize Productivity

Keep account managers on track and on target. Revegy turns arbitrary account management activities into focused account management strategies using data to determine the tactics that predictably grow account revenue.

Socialize Success

Make reporting part of your regular workflow. Revegy's sales account planning software provides easy-to-use and easy-to-share visualizations and reports.

Refine Your Approach

Manage accounts in real time. With Revegy's sales account planning software, you can continuously optimize account plans as your data set grows and improves.

AI-Powered Account Details​

Revegy's AI solution accelerates account research, providing quick insights into strategies, risks, and market trends. This empowers sales teams to make informed decisions that align with customer goals and drive sustainable revenue growth.

Unified Account Planning and Collaboration

Revegy’s platform boosts sales effectiveness through collaborative account planning and centralized information. These features streamline alignment and consolidate key data, enabling faster decision-making and stronger customer relationships that enhance revenue growth.

Refine Your Approach

Manage accounts in real time. With Revegy's sales account planning software, you can continuously optimize account plans as your data set grows and improves.

Unify data

Access account information in one place. Revegy provides a consistent way to share intel, eradicate silos, remove blind spots, and improve cross-functional collaboration to ensure that account management teams can optimize their reaction time and move opportunities forward quickly.

Identify critical stakeholders

Engage with the right contacts. Revegy helps account managers pinpoint key decision-makers, champions, and influencers and leverage organizational relationships to retain business and expand your footprint.

Gauge true account sentiment

Know which accounts are at risk. Revegy enables you to understand the true health of your accounts so you can provide the necessary coaching to prevent churn.

Set the right priorities

Accurately assess account potential. Revegy provides a clear view into which of your accounts are high-value long-term and which are likely to drive near-term revenue, so you can help account management teams be more strategic.

Align with customers’ objectives

Position your organization as a trusted partner. Revegy helps you understand your customers’ key initiatives and goals so you can offer solutions that drive real value.

Consistently manage accounts

Ensure each customer enjoys the same high-quality experience. Revegy aligns all account management team activities with customized playbooks that provide a clear framework for client service, retention, and expansion.

Steadily push opportunities forward

Build a repeatable account planning process, aligning account management activities, and ensuring each account opportunity is quickly and consistently shepherded to close.

Maximize productivity

Keep account managers on track and on target. Revegy turns arbitrary account management activities into focused account management strategies using data to determine the tactics that predictably grow account revenue.

Socialize success

Make reporting part of your regular workflow. Revegy provides easy-to-use and easy-to-share visualizations and reports.

Refine your approach

Manage accounts in real time. Continuously optimize account plans as your data set grows and improves.

Build a predictable Sales Planning pipeline

Identifying ideal customers for expansion is a challenging task. But with Revegy’s sales account planning software, account managers can capture and analyze up-to-date customer data to quickly understand their most strategic accounts’ business goals, market position, opportunities, and risks to develop best-suited account plans that sustain and grow revenue.

Gain an overview of your strategic accounts and build retention and expansion plans
See Account Potential
Identify additional use cases. Revegy makes it possible to know which accounts are ripe for expansion, empowering your account management teams to tap into opportunities as soon as they become available.
Expose New Opportunities
Satisfy unmet customer needs. Revegy extracts real-time account intelligence to help account managers spot new players, grasp recent trends, and identify up-sell and cross-sell opportunities.
Set Realistic Quotas

Effortlessly conduct detailed account analyses. With Revegy, you can quickly review past account performance to set retention and expansion goals that get account managers’ - and the boardroom’s - buy-in.

Analyze Performance and Outcomes
Convert quotas into plans. Revegy enables you to quickly spot trends in up-sell and cross-sell rates, identify successful account management workflows, pick up on common risk signals, and understand account growth patterns to design account plans that work.
Increase Account Value
Create bigger opportunities fast. Revegy provides insights into past account revenue generation and enables account managers and sales leaders to make data-led decisions to tweak renewal pricing, adjust promotions, and maximize the revenue opportunity of each account.
See account potential
Identify additional use cases. Revegy makes it possible to know which accounts are ripe for expansion, empowering your account management teams to tap into opportunities as soon as they become available.
Expose new opportunities
Satisfy unmet customer needs. Revegy extracts real-time account intelligence to help account managers spot new players, grasp recent trends, and identify up-sell and cross-sell opportunities.
Set realistic quotas:
Effortlessly conduct detailed account analyses. With Revegy, you can quickly review past account performance to set retention and expansion goals that get account managers’—and the boardroom’s—buy-in.
Analyze performance and outcomes
Convert quotas into plans. Revegy enables you to quickly spot trends in up-sell and cross-sell rates, identify successful account management workflows, pick up on common risk signals, and understand account growth patterns to design account plans that work.
Increase Account Value
Create bigger opportunities fast. Revegy provides insights into past account revenue generation and enables account managers and sales leaders to make data-led decisions to tweak renewal pricing, adjust promotions, and maximize the revenue opportunity of each account.

invest in your success with Sales Planning Software

A successful account planning strategy starts with successful onboarding and implementation. Our team is here from the beginning and ready to help when and where you need it most.

Sales Account planning Software you can trust

We designed our enterprise-grade platform with security, compliance, and trust in mind.

  • Control how each team member uses the solution with roles and permission sets.
  • Revegy takes privacy and data protection to heart, ensuring GDPR compliance and planning for a cookie-less future.
  • Demonstrating its commitment to security and compliance, Revegy holds both ISO certification and SOC II compliance.List Item

See What our Customers Say

See how Revegy’s sales account planning software streamlines and scales account planning for some of the world’s leading organizations.

The use of Revegy has enabled a more globally-consistent use of a standard sales methodology and process. For those leveraging the planning tools provided, it has sharpened their critical thinking and focused their sales efforts. In some cases, this has led to shorter sales cycles, and in other cases, larger deal sizes. Generally, a more customer-centric consultative sales approach enabled by Revegy has led to discovery of more pipeline.
It is super easy to use. We were using excel sheets before which was taking considerable time to maintain. With Revegy, it is very quick to reach business plans, agreements and all historical data.
In a remote workplace situation it is important that all team members be aware of the current status of an opportunity and their required actions. Revegy helps you better understand your specific role with each opportunity. This has given us the benefit of improved speed of execution, and fewer errors.
We get a same view on our daily business. More systematical way of working. One central place of truth.
Outside of a great product that checks all the boxes for account/opportunity planning, Revegy clearly cares about their customers. Having been apart of a few different companies implement Revegy now, it's apparent that Revegy wants you to be successful.
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Grow wallet share fast with industry-leading account planning software.
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Empower your team to develop the right relationships within key accounts, identify cross-sell and upsell opportunities, and build a predictable path to sales success.

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