Account Based Marketing & Sales

KiteDesk Facilitates Your Account Based Selling

Define your target accounts, use persona-based messaging and track your Account success all in one system.

In today’s B2B sales it takes a buying team to say “yes”

The latest research from CEB validates that in typical B2B sales there are 6.8 people involved in the decision. What are you doing to ensure that you are engaging with all the decision-making team within your target accounts?

How to use KiteDesk to plan and execute your account strategy

Build your Ideal Client Profiles (ICP) in our Data Marketplace

Build, name and save your ICPs so you can access them at any time, while also create tiers of accounts that can be assigned to the appropriate rep

Build persona based messaging

Test A/B messaging per persona. Use our call recording and phone script tracking to coach your team on the appropriate messaging

Use analytics to get more precise

See what messaging resonates with which Target Accounts and Personas and compare activity amounts to Account engagement

Account Based Sales Requires Seamless Hand-Offs

You’ve done the hard work of getting your target Account engaged, now ensure that you keep that momentum through the handoff to your AEs.

Schedule meetings live

You have one of the buying team on the phone and they have agreed to meet.  Book that meeting right from the same screen with your Account Executive’s + Prospect’s calendar–without fumbling between systems.

Eliminate logging meetings

Since you can book meetings right in the KiteDesk interface, we keep track of both the scheduled and held meetings to ensure that your reps get the correct credit.

Share communication history

Your Account Executives will see every email, call and social interaction that went into getting a meeting booked with your Target Contacts

Meeting templates

Build meeting Agendas with our template feature to make sure that all meetings have an Agenda, Goals and proposed next steps.

Account Based Sales Requires Seamless Hand-Offs

You’ve done the hard work of getting your target Account engaged, now ensure that you keep that momentum through the handoff to your AEs.

Schedule meetings live

You have one of the buying team on the phone and they have agreed to meet.  Book that meeting right from the same screen with your Account Executive’s + Prospect’s calendar–without fumbling between systems.

Eliminate logging meetings

Since you can book meetings right in the KiteDesk interface, we keep track of both the scheduled and held meetings to ensure that your reps get the correct credit.

Share communication history

Your Account Executives will see every email, call and social interaction that went into getting a meeting booked with your Target Contacts

Meeting templates

Build meeting Agendas with our template feature to make sure that all meetings have an Agenda, Goals and proposed next steps.

Account Based Sales is Personal

The days of spray and pray marketing outreach are over. Personalized outreach at scale is possible through crafting core messaging that is enhanced with personal insights.

Research at your fingertips

Salespeople used to spend 30% of their time researching clients before contacting them.  KiteDesk saves time by providing reps access to news and alerts, technologies in use and social media information on each person they are trying to engage.

Customizable templates

Let marketing or sales craft the core email or phone talking points, then your outbound team can personalize each message in seconds. No need to blast out the same message to all the people you are trying to reach at each account.  You can create personal messaging at scale within one system.

Grammar matters

Don’t run the risk of losing that next Fortune 500 client with sloppy emails that include poor grammar and spelling errors.  Use the Grammarly plugin to check your work before sending that killer email.

Account Based Sales is Personal

The days of spray and pray marketing outreach are over. Personalized outreach at scale is possible through crafting core messaging that is enhanced with personal insights.

Research at your fingertips

Salespeople used to spend 30% of their time researching clients before contacting them.  KiteDesk saves time by providing reps access to news and alerts, technologies in use and social media information on each person they are trying to engage.

Customizable templates

Let marketing or sales craft the core email or phone talking points, then your outbound team can personalize each message in seconds. No need to blast out the same message to all the people you are trying to reach at each account.  You can create personal messaging at scale within one system.

Grammar matters

Don’t run the risk of losing that next Fortune 500 client with sloppy emails that include poor grammar and spelling errors.  Use the Grammarly plugin to check your work before sending that killer email.

Leaderboards 

It’s important to know where everyone stands. See team performance easily broken out by meetings created.

Compare activity levels of all types across your team. Get granular with call performance stats–talk time.

Account Based Sales is Multichannel 

The stakes are high when it comes to selling to large accounts. Don’t run the risk of things getting missed by trying to run your Account Plays in multiple tools.

Data Marketplace

Get both account and contact data in one place with the KiteDesk data marketplace.

Conversion from Lists to Qualified Meetings

Your entire Account Based Sales approach needs to be tracked to eventually be optimized.  KiteDesk is the only Sales Engagement Platform that enables you to build your lists and track all the Account activities, all the way to a qualified opportunity, in one place

Keep Sales and Marketing aligned

Both Marketing and Sales can use our engine to ensure ABM and ABSD success. Marketing can build lists, personas and messaging while sales can execute a seamless outbound approach.

Account Based Sales is Multichannel 

The stakes are high when it comes to selling to large accounts. Don’t run the risk of things getting missed by trying to run your Account Plays in multiple tools.

Data Marketplace

Get both account and contact data in one place with the KiteDesk data marketplace.

Conversion from Lists to Qualified Meetings

Your entire Account Based Sales approach needs to be tracked to eventually be optimized.  KiteDesk is the only Sales Engagement Platform that enables you to build your lists and track all the Account activities, all the way to a qualified opportunity, in one place

Keep Sales and Marketing aligned

Both Marketing and Sales can use our engine to ensure ABM and ABSD success. Marketing can build lists, personas and messaging while sales can execute a seamless outbound approach.

Ready to Execute on Account Based Sales?

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