Growth
Win back, ramp up and grow the accounts you have
Three optional views for growing the book: lines similar accounts buy, accounts that stopped long ago, and new accounts that have not ordered a second time.
Optional
Turn it on in Settings, Features. It is on every plan.
How it works
- 01Expansion shows product lines that similar accounts buy and this one does not, only when at least ten such accounts exist, worded as a reason to ask.
- 02Win-back lists accounts that stopped buying more than six months ago, with what they used to spend and a drafted win-back message.
- 03The new account ramp shows accounts whose first order was recent, and flags any that have not placed a second.
Who uses it
- Reps
- Their own accounts in each view.
- Sales managers
- Assign a win-back push to several reps at once.
In the help center
- Expansion opportunities Product lines that similar accounts buy and this one does not.
- The win-back list Accounts that stopped buying more than six months ago and are not on the daily list.
- The new account ramp Accounts whose first order was recent, and whether they ordered again.
Every feature is on every plan. See pricing.
The rest of the product
Daily listEach morning, the accounts that broke their patternReplaySee what the rules find in your own historyAlloAsk about your book in plain wordsScorecardsHow every account, rep and team is doing, in partsTeam and rolesEveryone sees the part of the book that is theirsFollow-ups and alertsNothing you meant to come back to slipsProduct lines and clustersCatch the account that stopped buying one thingData health and activityKnow the data is right, and who changed what