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Manage, Retain, and Grow Your Most Strategic and Complex Accounts

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.

Gain a Strategic View of the Company

Develop a strategic visual “map” of all the revenue and cost units including divisions, subsidiaries including indications of the current influence, preference, access and relationship information.

Know ALL the Key Players

Graphically display the key players and their role in the decision making process – including depicting things like power, influence, access and decision role for anyone involved with the account.

AO-Player Chart

Formulate Opportunities and Insights

Develop a strategic map of all the active and potential cross-selling opportunities that exist in the account and plan to pursue them. Create demand for additional products and services by uncovering clients’ unresolved goals, obstacles, and challenges

AO Relationship Vitals

Manage Opportunities and Activities

Mange a roll-up of all OPEN opportunities and activities within the account, always knowing your highest account priorities and specific activities that must be taken to increase the probability of account growth.


See our listing for Account Optimizer™ (AO) on the AppExchange®

Ready for a Deeper Dive?