Sign up for the beta list
Thank you, we have received your contact details!
Please check your inbox to verify your email address.
Oops! Something went wrong while submitting the message.
Account Engagement

October 18, 2022


Account Engagement

The optimal customer interactions.

Account engagement, customer relationships, customer success, activities, activity mix, CRM activities, deal actions, sales software

The Account Engagement solution offers you the ideal combination of activities to boost your sales.

How do you know if your customer interactions are optimal to move forward as quickly as possible in your key deals? Dealcode's AI-powered Account Engagement solution gives you a 360° view of your customer relationships. Explore the product now for free!


1. Customer Relationship Opportunities

Get a 360° View of Your Customer Relationships and Identify Opportunities For Optimization

Is enough activity taking place on your most important deals? Get a data-driven view of all interactions between your sales team and potential clients with Dealcode's account engagement solution.  The AI-based insights show how your team is engaging with its customers.

With a 360° view of your sales, you will...

  • understand which interactions between your sales team and customers have high win rates
  • know the correct code to crack lucrative deals
  • notice in time when deals are at risk, for example, when sales activities are not being carried out
  • you will no longer lose sight of important customers, and
  • identify previously unknown opportunities and optimization potential in your sales activities

2. Activity Mix

Find The Right Activity Mix Automatically With The Account Engagement Solution

Which activity combination works best in your SaaS and B2B sales? To find out, Dealcode's Account Engagement solution evaluates various parameters about your sales activities. These include the client's number, the time intervals between activities carried out, as well as the activities type and sequence.

At which points in your sales funnel do inadequate or excessive sales activities occur? Not only does insufficient commitments to the prospect lead to the loss of valuable deals, but unreasonable calls, cold emails and the like can also cost important business.

At the same time, the type and sequence of sales activities are essential to achieve revenue goals with as few resources as possible. But which winning formula and strategies are the right ones? To find out, AI-powered analytics of all previous deals help.

By analyzing all the deal activities, i.e. cold emails, phone calls, demos etc., the AI Guided Selling software can highlight which exact sales activities are driving your deals the fastest. The solution also indicates areas where your sales reps' engagement should be improved. Ready to find out which combinations of sales activities performs best in your B2B and SaaS sales?

3. Overview of Deals

Never Lose Sight of Essential Deals Again With The Account Engagement Solution

You may have already found your ideal sales strategy. But do you know if your sales team uses it with your most important clients?

Due to an overwhelming number of deals that need to be parallelly managed, salespeople seldomly have an overview of all the important deals. Therefore, it's hard to prevent them from sometimes failing to put enough effort into the most important deals at the crucial moments.

The lost deals are often the ones that could have been closed swiftly; this manifests itself in revenue numbers that could have been much better with the same and sometimes even less effort. Dealcode's Account Engagement solution knows: scaling looks different!

With the help of the AI-based analyses of the AI Guided Selling software, it becomes visible on which deals the sales reps' engagement should be increased. This way, you can be sure that your sales team never misses the crucial moment to take action on important deals hanging in the balance.

4. AI Analytics

Optimize Your Strategies On An Ongoing Basis - For Sustained High Revenue

Once your benchmarks for ideal engagement are clear, thanks to AI analytics, you can measure current sales activities against them at any time and make strategic adjustments if necessary.

  • Which key clients did you lose last quarter?
  • How was your sales team's engagement with that business?
  • What trends are noticeable in the best-performing customer relationships?

With Dealcode's Account Engagement solution, you'll understand which sales strategies you should be driving over the long term. And when you're better off adjusting them to maintain your most important relationships.

Next steps to boost your B2B and SaaS sales team performance:

1. Connect your existing CRM with just a few clicks
2. Identify your buyers' willingness to buy
3. Spot risks in your current sales pipeline
4. Let Dealcode recommend what should be next

Start now for free. Ready to use in 1 minute. No IT setup is required.

Explore the product now for free.

Related SalesLeaks

Zufriedenheit des Verkaufsteams

Zufriedenheit des Verkaufsteams

Erhöhen Sie die Zufriedenheit Ihres Sales Teams mit nur einem Tool: AI Guided Selling!

November 1, 2022
CRM Automatisierung mit KI

CRM Automatisierung mit KI

Schöpfen Sie das gesamte Potenzial Ihrer Vertriebsdaten aus.

October 25, 2022


Entdecken Sie die optimalen Kundeninteraktionen.

October 18, 2022
Sales Team Satisfaction

Sales Team Satisfaction

Increase sales team satisfaction in your sales department with just one tool: AI-Guided Selling.

November 1, 2022
AI CRM Automation

AI CRM Automation

Finally, leverage the full potential of your sales data with ai CRM automation.

October 25, 2022
Pipeline Management Software

Pipeline Management Software

Stay focused on the most important deals.

October 11, 2022


Stay updated and Make your B2B Sales Data-driven

We will help you grow with great content.