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...
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