Solutions for Account Management
XANT helps Account Management teams create long-term customer value through effective prioritization and engagement.
Account Management Leaders
Playbooks gives Account Management leaders control over the performance of their teams by empowering reps to proactively nurture and extend existing customer relationships.
Organize and scale multiple teams by rep type or workflow; configure custom KPI’s by group; easily provision new reps and assign permissions
Auto sync activity to CRM to track and analyze rep activity; auto enroll leads with triggers to prompt rep action; auto route inbound calls to the right reps
Structure rep engagement around known best practices with templates, prompts, and snippets to keep reps organized and productive
Set up custom prioritization sorts based on your data and rules, our scores or a combination of both to keep reps focused on critical sales activities
A native gamification engine built directly into Playbooks keeps reps motivated with daily challenges, leaderboards and goals
Native CRM Reporting
See real-time rep performance and activity, know which actions lead to the best outcomes so you can optimize what works