Account Management Tech Stack

AM's out there, what's your tech stack to stay on top of your accounts?


I'm relatively new to the AM side of things, been an AE for 10+ years, now tasked with heading up the AM team for a fintech startup.


Our AM role is not your traditional AM role. We are heavy on the sales side as well. We operate similarly to a mutual fund wholesaler, the more a client uses us, the more they pay us.


Currently using Salesforce, Gong, Outreach (not finding much use for AM side), and Dooly.


We are thinking to use SF Tasks to stay on top of follow ups, but those things are tedious and looking for something more automated.


We do want cadences, but all of our touchpoints should be hyper personalized (no templated emails) so not finding much use with Outreach, unless I'm missing something...



🤓 Sales Tech
☕️ Workflow and Daily Habits
💻 Automation
6
CuriousFox
WR Officer
2
🦊
This is a good question for @poweredbycaffeine
poweredbycaffeine
WR Lieutenant
1
☕️
<3
poweredbycaffeine
WR Lieutenant
1
☕️
Outreach is a perfect use case for you, but instead of creating templates for each step, create a task to send out a personalized email. This will force reps to keep to a cadence, but it will require effort and personalized content.
saashunter2.0
Executive
0
Mid-Market Account Executive
Salesforce has an SDR/cadence tool called ‘High Velocity Sales’. They released it about a year ago and can be automated however you want/need. I personally prefer HubSpot Sequences for this purpose but you may want to avoid another tool and use something that integrates with your existing tech stack.
braintank
Politicker
0
Enterprise Account Executive
Not an AM but our AM's used Gainsight and it seemed really helpful. They were able to pull various deployment metrics to gauge a healthy vs at risk client. Also helpful for hunting for up-sells.
buckets1
Politicker
0
AE
I’m basically in a blended AE/AM role and we use Zoom’s webinar feature to do AE-hosted webinars for current clients. I’ve found it’s much more effective for pipe gen than marketing hosted webinars. Establishes our credibility as AEs AND contacts that are more introverted or afraid of stepping on the department’s toes that owns the relationship with our company sometimes show up. This has led to some great calls/opportunities with contacts that previously refused to talk to me.
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