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By AccountAim
How would you rate your experience with AccountAim?
Priority Matching
Allows users to prioritize matches based on criteria such as region, account attributes, and other customer information.
Account Tiebreakers
Provides tiebreaking features when leads match to multiple accounts.
Fuzzy Matching
Provides matching logic features for special characters, acronyms, and other complex names.
Match and Route
Automatically routes matched leads directly to account owners.
Multi-Objects
Allows users to build custom routing rules.
Territories
Allows users to assign leads to selected territories and regions.
Working Hours
Allows users to configure schedules so leads are routed only during working hours.
Service level Agreements
Allows users to configure service level agreements so leads get matched and routed as fast as possible.
Audit Logs
Provides features to audit any leads that were misrouted to incorrect accounts.
Duplicate Match
Provides features to quickly audit leads and identify if there are duplicate leads in multiple accounts.
Capping
Limits the number of leads to assign to sales reps.
Analytics
Provides analytics for tracking and monitoring routing.
Integrations
Provides integrations for CRMs and marketing automation platforms.
Alerts & Notifications
Sends an alert to salespeople when a lead is routed to them.
AI Lead Matching & Routing
Leverages AI to improve lead-to-account matching accuracy and reduce latency in routing leads.
Revenue History
Based on 12 AccountAim reviews.
Allows users to track how previous revenue forecasts have developed over time
Pipeline Management
As reported in 12 AccountAim reviews.
Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities
Dashboard Analytics
Reports results on revenue attainment, conversion rate, and overall revenue analytics
Multi-Device Data Visualization
Allows users to view data visualizations on several devices
Data Segmentation
Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.
Predictive Forecasting
Provides users with ability to predict upcoming forecast based on AI insights and deal health
Revenue Operations Cadence
Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success
Calendar Sync
12 reviewers of AccountAim have provided feedback on this feature.
Automatically associates calendar invites to update deal progress in a CRM
Email Activity Capture
Automatically associates sales activities within emails to the relevant accounts in your CRM
Conversation Intelligence
Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM
Marketing Leads
Automatically links marketing leads to sales generated opportunities in your CRM
Contact Capture
Automatically captures contacts engaged with and associates to relevant accounts in a CRM
Nonengaged Accounts
Identifies accounts that sales reps aren't engaging with
Account optimization
This feature was mentioned in 12 AccountAim reviews.
Maximizes account coverage by determining the optimal number of accounts per rep
Historical Patterns
Identifies common themes among historical deals that are won or lost
Rep Performance
Identifies common themes and actions amongst reps that close the most deals
Account Engagement
Based on 13 AccountAim reviews.
Allows users to track the level of engagement with each account and provides insights on frequency of engagement
Historical Win/Loss Patterns
Identifies common themes among historical deals that are won or lost to provide insights into successful strategies
Account Scoring
Provides ability to score accounts based on potential revenue to prioritize accordingly.
Revenue Planning
Provides ability to structure topline revenue goals.
Account Segmentation
Segment accounts based on ideal customer profile and business objectives.
Sales Performance
Ability to monitor plan performance data to identify deviations and course correct for rep and business unit.
Sales Forecasting
Forecast sales data for sales teams, individual reps, territories, or products.
Integrates with a variety of business systems to pull in relevant data and make data-driven decisions.
Scenario Modeling
Abilty to create and run "what-if" scenario modeling to inform business decisions.
Territory Management
Ability to manage distribution of territories and alter segmentation and coverage to meet business goals.
Territory Planning
Define territories to ensure optimized market coverage and allocate resources appropriately.
Quota Management
Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes.
Capacity Management
Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth.
Quota Planning
Design quota targets based on factors such as account size, rep performance, and pipeline needs.
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Multi-step Planning
Ability to break down and plan multi-step processes
