This tool has been incredibly helpful in managing my deals so far. Having one centralized place to share all the information with my customers has kept everything organized and moving forward smoothly. I also love the ability to see who is reviewing and where they are spending their time. Review collected by and hosted on G2.com.

I don't have any complaints at this time. Review collected by and hosted on G2.com.

It’s easy to set up and customise the platform, use it day to day, and collaborate with customers. The ease of use is a big factor in customer adoption, making it a practical tool for the plan. Review collected by and hosted on G2.com.

It would be very helpful to have an easy to use UI section to manage customer meetings, including an agenda and an action log. Ideally with integrations with Zoom, Teams or Google Meet to pull in meeting summaries. Review collected by and hosted on G2.com.

Accord directly integrates with Salesforce, which keeps the use of the tool efficient and easy. The interface and product are straightforward, making for an easy user experience. For implementing customers, it is greatly helpful to have checklist items and mutual action plans. It is simple to assign task owners, add comments with @ tags, and organize a product into one place. Review collected by and hosted on G2.com.

There are some minor kinks to learn or ways of working to get used to, but the team is responsive and open to the feedback / trying to help. Review collected by and hosted on G2.com.

It is super helpful for sales tracking and keeping resources/documents organized and consolidated in one place. The AI functionality for creating a Summary for clients is helpful too. Review collected by and hosted on G2.com.

I think some clients are not sure how to navigate it, and I find myself disregarding the "next steps" section as it seems a bit confusing and creates unnecessary steps in the sales process. Review collected by and hosted on G2.com.

Incredible quick to learn and onboarding took no time.

Intuitive to use as a user and for the clients we share it with, I love how collaborative it is and how it keeps everyone accountable.

Everyone who see's it for the first time is impressed. Review collected by and hosted on G2.com.

So far, not a lot. My only feedback would be that sometimes getting the clients we share it with to feel as engaged with it as we are can be challenging, and I wonder if there is some gamification to drive adoption with the clients we share it with. Review collected by and hosted on G2.com.

Accord has been a game changer for our revenue team. It’s made collaboration much easier and gives us clear visibility into everything related to the customer. The best part is how simple it is to share Accords directly with the customer as well, so everyone stays aligned on the partnership and we can better support the customer’s success. Review collected by and hosted on G2.com.

A big opportunity is the LMS feature, Accord Library. While it's a great SOT for resources and documentation, search/data structure could be a bit more granular! Review collected by and hosted on G2.com.

Accord allows me to easily coordinate projects for implementation, onboarding, and ongoing initiatives with customers on all different tool stacks easily. Its quick and lightweight, but powerful. The reminders, scheduling tool, and resources tab are used by many and amazing to have a central shared space with customers. The team is also very responsive and helpful for anything we need! Review collected by and hosted on G2.com.

I do wish there were a bit more project management features baked in, like customizable gantt charts, but also appreciate that would make it possibly too complex for a shared resource. Review collected by and hosted on G2.com.

I'm incredibly excited about the potential we're unlocking with Accord. What stands out immediately is the team's dedication; they are fantastic partners, genuinely invested in making sure we grasp the full value of the platform.

The customizability is a huge plus, allowing us to tailor it precisely to our existing value-selling framework. I'm most excited about moving beyond the simple "did they do the thing" checkboxes we currently rely on in Salesforce reports. Accord is poised to give us meaningful metrics and tangible insights into how our methodologies are actually being adopted and used in the field, which is a game-changer for proving the impact of our enablement programs. Review collected by and hosted on G2.com.

While the platform is powerful for our core Mutual Action Plan needs, some of the (CMS) features could be more robust. Specifically, I would love to see Team-Level or role-based content permissions. Being able to show only specific playbooks or resources to certain departments would significantly simplify their workflow and ensure reps are only seeing what's most relevant to them. Review collected by and hosted on G2.com.

Gives me a leg up on all my competitive deals, keeps deal cycles on track, is a one stop stop for all of my resources & pumps out beautiful mutual plan letters. I hope my competition never hears about them!! Review collected by and hosted on G2.com.

Create a "partnership portal" with accord can be a little time consuming but no fault of the technology. The more ai & integrations they continue to add, the better Review collected by and hosted on G2.com.

It keeps everything in one place, every time I need to share a meeting recap? accord. Every time I need an onboarding guide for users? accord. Need to share additional resources? accord. Link videos and have a place to coomunicate with customers? accord.

I use this all day, every day and it's improved my relationship with customers and well as saving me time with admin work. Easy to set up and Sanger was awesome and helpful when we first rolled this out.

It's a great product I will always reccomend! Review collected by and hosted on G2.com.

I would love to have the ability to create playbooks, but this has nothing to do with Accord and more to do with my internal permissions at work. You guys are great! Review collected by and hosted on G2.com.