The Account Optimizer™ (AO) is a native Salesforce® app designed to simplify the maintenance and growth of even the most complex accounts via a proven account management methodology.
Account Optimizer™ will help you…
- Manage, retain and grow strategic accounts through cross-selling and up selling.
- Develop an executable account plan with an easy collaboration and review process.
- Improve teamwork and communication through collaboration of team activities.
Identify Relationships Within the Organization’s Company Structure
Build a visual record of the current relationships between each of the units, subsidiaries, and departments.
![](https://www.salesoptimizer.com/wp-content/uploads/2021/06/AO-Company-Structure-Mockup-FEB-2017.png)
Position Your Company for Success Using the AO Power Chart
Identify the influencers using decision criteria to rate each player’s power, preference, access, and role.
![](https://www.salesoptimizer.com/wp-content/uploads/2021/06/Screen-Shot-2021-06-11-at-11.04.42-AM.png)
Identify Potential Opportunities by Uncovering Gap Areas
Map the current and historical spend of your customer to generate new Opportunities.
![](https://www.salesoptimizer.com/wp-content/uploads/2021/06/Screen-Shot-2021-06-11-at-11.10.37-AM.png)
Manage Your Account Plan From One Place
Easily review the progress of each account planning module using the AO Dashboard.
![](https://www.salesoptimizer.com/wp-content/uploads/2021/06/Screen-Shot-2021-06-11-at-11.22.30-AM.png)
See our listing for Account Optimizer™ (AO) on the AppExchange®
Ready for a Deeper Dive?