ACCOUNT STAGES
Track and Accelerate Progression of Cold Accounts to Pipeline
With CRM-like stages, built for sales outreach.
Trusted by 5000+ Sales Teams
3% OF YOUR ACCOUNTS ARE IN-MARKET
Your Accounts Go Through Defined Steps Towards an Opportunity. You Just Aren’t Tracking Them (Yet)
With traditional sales outreach tools, you face an Account Development Gap.
Don’t know which accounts are progressing towards an opportunity (and which are stuck)
Can’t define and execute tailored strategies for each account stage
Capture the 3% of in-market accounts- but miss the 97% of accounts that need a ‘demand nurture’ playbook
Track (and Accelerate) Each Step of
the Account-to-Opportunity Journey With Klenty’s Account Stages
Define CRM-Like Stages For Account-Based Outreach
Create a custom pipeline for each account list and set up different stages based on the steps accounts go through before turning into an opportunity.
View Accounts At Each Stage- and Drill Down Into the Details
With 1 click, dig into accounts at each stage of your account pipeline and dig deeper into account details like prospects contacted, notes, next steps, and history of activity- consolidated in one table view.
Set up Custom Strategies For Each Account Stage
Define the entry and exit criteria for each account stage, and prescribe the series of actions that need to happen as soon as accounts move into a particular stage.
Prescribe the Urgency With Which Execution Needs to Happen at Each Stage
Prevent account rotting. Set the deadline for actions to occur at each stage of the account pipeline. Ensure accounts at advanced stages get immediate attention.
