Achieving revenue growth through traditional account planning is no longer effective to consistently drive growth and retain customers. While businesses often rely on their largest accounts to meet revenue goals — often requiring “acts of heroism” from dedicated teams — these efforts are not sustainable or scalable.

This white paper demonstrates how AI and automation can modernize your account planning with a customer-centric approach to create dynamic, actionable account plans. By integrating advanced technologies and fostering collaboration across teams, businesses can enhance their ability to adapt to changing customer needs, identify growth opportunities, and manage risks more effectively.