Information about each of your deals is scattered across 10 different systems. It becomes difficult and time-consuming to put it all together. As a result, you operate out of incomplete data and guesswork tends to be your operating model when managing your pipeline.

Account 360 consolidates all information about a deal in one place - gathering data from your existing systems and Pod recommendations in a single place to help you close deals faster.

Here is a breakdown of the different

At the top of your Account 360 space, you'll find a search bar in which you can type-in and select any record - opportunity, account, lead, and contact - in your Salesforce. These records can be historical or active.
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Select a record from the suggested list of options in the dropdown and the Account 360 will be populated with the latest details.

Pod analyzes a variety of data points related to each deal to recommend signals. These signals help you to understand the standing of your deal and better prioritize your effort.

Review Pod's recommended signals, the underlying metrics supporting those Signals as well as Pod's best next actions recommendation. Details of the Deal Signals here.

Pod scraps through your data to flag important alerts related to your record. These alerts, also shown in your Organize space, help you to follow your sales processes and maintain impeccable CRM hygiene. Details of the Pipeline Alerts here.

Learn from similar deals to convert faster. Pod will analyze all your past and present pipeline to flag opportunities with similar characteristics. Based on those, it will recommend the profiles of stakeholders and departments that will increase your win rate. Details of the Stakeholder Recommendations here.

You can control your buying committee much more effectively. Based on all customer interactions, see which stakeholders have positive (or negative sentiments) and what are their main areas of concern/excitement.

This allows Pod users to understand how to get a stakeholder onboard or how to de-risk a multi-threaded deal. Details of the Contact Mapping here.

Whichever sales methodology framework your organization uses, reps need to discuss the right topics with prospects. Pod analyzes customer interactions and highlights the topics that haven't yet been discussed with prospects.

Pod users can review summaries of each topic within your frameworks, so you can identify what should be discussed in the next prospect conversation. Details of the Framework Analysis here.

The Account 360 includes a variety of additional information related to your pipeline records, such as:

Account 360 is the go-to place for reps who want to dive into a specific account and get the information they need to convert faster. You can dive in: