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Strategic Account Segmentation for Territory and Resource Optimization

Score accounts based on key metrics and business rules while segmenting by region, size, industry, and buying potential. Rank accounts to focus on high-value opportunities and inform territory and account management selections with predictive modeling..


Intelligent Account Segmentation with Predictive Scoring Capabilities

Rule-Based Segmentation

Set up account segmentation criteria with flexibility and review account segment assignments in real-time with customizable rules.

Predictive Insights

Leverage machine learning and proprietary data gathering insights to produce predictive scores identifying most important accounts.

Wallet Size Modeling

Estimate serviceable obtainable market and remaining wallet share through scenario modeling of OPEX, employee, and revenue methods.

Trend Analysis & ICPs

Analyze outcomes of previous planning cycles, identify ideal customer profiles, and eliminate data noise from downstream segmentation.

Workflow Approvals

Trigger approval processes for account segmentation overrides with single or bulk submission capabilities and audit trails.

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