Take your existing account list and import it with instructions atImport account list. Once imported you can start researching your accounts immediately. You can make more than one list if you want to keep track of difference accounts differently.
Quickstart Example
Import account lists
I am a rep responsible for growing and maintaining existing customers. I want to track my accounts where I expect expansion opportunities and potential churn differently this quarter. So I import my accounts to two different lists.
Identify growth opportunities within your existing accounts. By analyzing organizational structure, technology adoption patterns, and hiring trends, you can spot signals that indicate readiness for expansion.
Quickstart Example
Expansion opportunities
I am a rep responsible for growing and maintaining existing customers. For customers I want to grow I'll look for signals indicating organization changes that will provide me with sales openings.
1. Filter my organization page by my Expansion opportunities list
2. Check for organization growth
Monitor how organizations are growing by job function. Growth in headcount/job posts suggests increased budget and usage need.
Track when your customers launch projects that align with your additional offerings. This example job post is the first time Generative AI has been mentioned in this organization.
Identify when accounts adopt complementary technologies that pair well with your premium tiers. These example job posts were the first time Pinecone was mentioned in this organization.
Stay ahead of potential account risks by monitoring critical indicators that might suggest a customer is considering reducing spend or switching providers.
Quickstart Example
Churn monitoring
I am a rep responsible for growing and maintaining existing customers. For customers I'm wary of churn potential for I'll look for signals indicating organization changes that will help me stay ahead of churn.
1. Filter my organization page by my Churn monitoring list
2. Check for decreasing team size
Track when teams using your product show signs of downsizing.
Monitor if your accounts post jobs requiring experience with competitive solutions. Here's an example organization that appears to have been a heavy redis user, but recently has started posting jobs mentioning redpanda, a redis competitor.
Build and sustain relationships with the right people to ensure account stability and growth opportunities.
Quickstart Example
Relationship management
I am a rep responsible for growing and maintaining existing customers; this can only happen if it cultivate and maintain relationships in the organization with the right people.
1. Create lists to manage contacts
I can create Contact lists to group important contacts in Sumble, making it easy to keep track of them and know the important people I'm talking to
2. Filter my organization page by both my Expansion opportunities and Churn monitoring lists
3. Engage with the entire organization
By exploring the team tab with particular job function/level filters on I can ensure that I have contacts within each priority cross section of the organization.
