Collaboration Templates

KEY ACCOUNT MANAGEMENT

Facilitate communication and achieve operational excellence with Collaboration Templates for Account Management.

Achieve Operational Excellence

with Collaboration Templates

Scale account management practice across the organization

Get the Same Level of Execution

Build strong relationship with each of your key accounts and turn your sales frameworks into actionable Collaboration Templates.

Manage Flexible Collaboration

Build your own Collaboration Templates with unique content. Everything needed in one place – from docs to integrated apps.

Connect Everyday Apps

Integrate your most used apps that your sales managers use for account collaboration.

Structured workspaces

From one account to another

Forget about ineffective communication, mess in messages and information loss. Get pre-built collaborative workspaces where your team member will know exactly how to share project details, updates, and expertise.  

File templates

Go out docs have consistent look

Provide your sales team with file templates and ensure that the documentation that goes out to your customers has a consistent format according to your organizational policies.  

Board of Tasks

They know what to do next

Make sure your team knows exactly what to do when a new account is created. Build your own set of tasks for repetitive processes and get everyone involved 

Executive guidelines

To simplify their work

Provide your team with sales guidelines, execution frameworks, document library, and other resources. Everything that may simplify their work and streamline collaboration.

Integrated apps

No more switching

No need to jump from one software to another. Track sales funnels, build reports, share information from your CRM and connect any of your internal apps right in one place.  

Structured workspaces

From one account to another


Forget about ineffective communication, mess in messages and information
 loss. Get pre-built collaborative workspaces where your team member will know exactly how to share project details, updates, and expertise.

File templates

Go out docs have consistent look

Provide your sales team with file templates and ensure that the documentation that goes out to your customers has a consistent format according to your organizational policies.  

Board of Tasks

They know what to do next

Make sure your team knows exactly what to do when a new account is created. Build your own set of tasks for repetitive processes and get everyone involved 

Executive guidelines

To simplify their work

Provide your team with sales guidelines, execution frameworks, document library, and other resources. Everything that may simplify their work and streamline collaboration.

Integrated apps

No more switching

No need to jump from one software to another. Track sales funnels, build reports, share information from your CRM and connect any of your internal apps right in one place.