Account Planning

Cognitive Account Planning for Smarter Sales Execution

Transform sales efficiency with Intelligent Account Plans that autonomously adapt to your prospect’s priorities and position your solution for success

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Trusted by Sales Teams at Leading B2B Tech Companies

Case study

Maximise sales efficiency with actionable insights

How 18% of Medallion's 2024 revenue was fueled by cold outbound using PG:AI's Three Whys

18%

of 2024 revenue from PG:AI-driven deals

90%

Reduced account research time

Consistent value messaging across teams

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"Before PG:AI, our teams struggled with account research and building value pyramids & three whys for their book of business, often spending 5+ hours per account. PG:AI streamlined this process, providing detailed insights within 10 minutes—insights that would’ve seemed unattainable even with active prospects."

Mike Weinert

SVP GTM & Revenue

Coralogix eliminated hundreds of hours spent on manual account research

90%

Reduced account research time

Improved sales team confidence and satisfaction

More strategic customer conversations

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“We reduced the time it takes to build accurate and insightful points of view for any account by 90%
‍
This is transforming how we connect with prospects, from initial discovery to POC sign-off and beyond, delivering value at every stage of the engagement process"

Denis Greyling

VP Enterprise, Coralogix

MaestroQA gained key insights that boosted engagement with their top accounts

+5hr

Saved per account in
research time

Increased quality of research insights

Improved quality in messaging

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“I’m seriously impressed by the account research capabilities.

It gives me key intel I need to quickly get up to speed on any account, making me smarter, faster.

They are on to something big!”

John Parisi

VP Sales, MaestroQA

Benefits

Explore the benefits of using PG:AI for Account Planning

Instant Intelligence

Transform Hours of Research into Seconds

PG:AI continuously analyses thousands of public data sources to instantly deliver real-time, actionable account intelligence; providing comprehensive insights, strategic priorities, organizational structure, and business initiatives at your fingertips

Strategic Alignment

Perfect Value Proposition Alignment Every Time

Automatically align your solutions with your accounts’ strategic initiatives. PG:AI maps your value proposition to each account's specific priorities and challenges, enabling you to create perfectly tailored engagement strategies that resonate with key stakeholders

Personalized Engagement

Generate Custom Content for Every Stakeholder

Create highly personalized engagement materials in seconds. PG:AI automatically generates role-specific content, discovery questions, and value statements that speak directly to each stakeholder's priorities and challenges, enabling more meaningful conversations and faster deal progression

Proactive Intelligence

Never Miss a Strategic Opportunity

Stay ahead of account changes with AI-powered monitoring. PG:AI continuously tracks and alerts you to significant business events, organizational changes, and strategic shifts that could impact your accounts, enabling proactive planning and engagement

"PG:AI helped me to be more way more efficient in my account planning and messaging.
I used to take 8 hours to do my account plan, with PG:AI I am literally taking 1 to 2 hours with actually better insights."

Yann Pfeiffer

Enterprise Account Executive, Wiz

Unlock Your Sales Potential Today

Discover how effective account planning can drive your sales success and boost team performance

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