# Grow accounts

## Identify Your Owned Accounts

Take your existing account list and import it with instructions at[#import-account-list](https://docs.sumble.com/web-application/account-lists#import-account-list "mention"). 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.

{% hint style="success" %}

## 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.

#### 1. Make expansion opportunity list

![](https://591792295-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd8pAyUZEiTL25GKepCIo%2Fuploads%2FuEe6s2GENxADR2xlweeH%2Fimage.png?alt=media\&token=961b28f6-66a5-41c3-8bc5-78dd851e8e8b)     [<mark style="color:green;">**Click to try it on Sumble**</mark>](https://sumble.com/upload)

#### 2. Make churn monitoring list

![](https://591792295-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd8pAyUZEiTL25GKepCIo%2Fuploads%2FexIwKsxqLGgpBwkvRPYZ%2Fimage.png?alt=media\&token=1f0d5808-2557-49e2-8590-ed984a982e54)

{% endhint %}

## Find upsell potential

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.

{% hint style="success" %}

## 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

![](https://591792295-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd8pAyUZEiTL25GKepCIo%2Fuploads%2FmtzD6Yu4vgKbVetqhYkH%2Fimage.png?alt=media\&token=e01400bc-f0ac-4933-838f-212916971889)

#### 2. Check for organization growth

Monitor how organizations are growing by job function. Growth in headcount/job posts suggests increased budget and usage need.

[![](https://591792295-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd8pAyUZEiTL25GKepCIo%2Fuploads%2FggRHoQRJWWn6aiJCwywt%2Fimage.png?alt=media\&token=4cf3679b-5189-4f20-b6fb-4c4b59f7ea2f)](https://sumble.com/l/2RHSAg6DnR)      [![](https://591792295-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd8pAyUZEiTL25GKepCIo%2Fuploads%2F2qqUqoq7DaVBbOcRfYl8%2Fimage.png?alt=media\&token=61bd8a30-7870-4d19-b2f5-362c1513299a)](https://sumble.com/l/B6KqvEAb0Q)

&#x20;                 [<mark style="color:green;">**Click to try it on Sumble**</mark>](https://sumble.com/l/2RHSAg6DnR)                                                     [<mark style="color:green;">**Click to try it on Sumble**</mark>](https://sumble.com/l/B6KqvEAb0Q)

#### 3. Check for new initiatives

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.

[![](https://591792295-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd8pAyUZEiTL25GKepCIo%2Fuploads%2FumMEPYLfQtxkRiYAcDg5%2Fimage.png?alt=media\&token=9004047d-22fc-47e7-b9a7-71f2a2713924)](https://sumble.com/l/gov9KBanLe)     [<mark style="color:green;">**Click to try it on Sumble**</mark>](https://sumble.com/l/gov9KBanLe)

#### 4. Check for technology stack expansion

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.

[![](https://591792295-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd8pAyUZEiTL25GKepCIo%2Fuploads%2FPEn89ewOzcHo6slQuqOB%2Fimage.png?alt=media\&token=8c12b14b-b7eb-4614-8c1c-56b00b248081)](https://sumble.com/l/6sTVDmhyAH)     [<mark style="color:green;">**Click to try it on Sumble**</mark>](https://sumble.com/l/6sTVDmhyAH)
{% endhint %}

## Catch churn signals

Stay ahead of potential account risks by monitoring critical indicators that might suggest a customer is considering reducing spend or switching providers.

{% hint style="success" %}

## 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

![](https://591792295-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd8pAyUZEiTL25GKepCIo%2Fuploads%2FEH1I2q1sAIkQ7Fs2e6J6%2Fimage.png?alt=media\&token=d5b923ac-d483-405a-9cc6-369ac5ab7640)

#### 2. Check for decreasing team size

Track when teams using your product show signs of downsizing.

[![](https://591792295-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd8pAyUZEiTL25GKepCIo%2Fuploads%2FNjdXPWx060YYeDI3U55V%2Fimage.png?alt=media\&token=0c10c36f-1889-4bff-b8bd-ff96ea122ea2)](https://sumble.com/l/B6KqyEAb0Q)     [<mark style="color:green;">**Click to try it on Sumble**</mark>](https://sumble.com/l/B6KqyEAb0Q)

#### 3. Check for job posts mentioning competitors

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.

[![](https://591792295-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd8pAyUZEiTL25GKepCIo%2Fuploads%2FZqlaiGix3Y9QjlWSGiD4%2Fimage.png?alt=media\&token=3c29d1ac-413d-4f18-b9aa-951affa86713)](https://sumble.com/l/C3jANeKwRx)     [<mark style="color:green;">**Click to try it on Sumble**</mark>](https://sumble.com/l/C3jANeKwRx)
{% endhint %}

## Manage crucial relationships

Build and sustain relationships with the right people to ensure account stability and growth opportunities.

{% hint style="success" %}

## 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](https://docs.sumble.com/web-application/contact-lists "mention") 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

<img src="https://591792295-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd8pAyUZEiTL25GKepCIo%2Fuploads%2FtZj2jyB6xY5O9H3sDy8N%2Fimage.png?alt=media&#x26;token=604c3df9-4dc2-4b4e-990c-b4052af7e749" alt="" data-size="original">

#### 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.

[![](https://591792295-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd8pAyUZEiTL25GKepCIo%2Fuploads%2FnWpZjmXmFwOPm07uhrg3%2Fimage.png?alt=media\&token=19c0be83-00fe-4470-9553-f5ddacaad56c)](https://sumble.com/l/AKp8eyyU8I)     [<mark style="color:green;">**Click to try it on Sumble**</mark>](https://sumble.com/l/AKp8eyyU8I)

#### 4. Find contacts I didn't know about

Receive recommendations for additional contacts to engage based relation to high signal job posts.

[![](https://591792295-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fd8pAyUZEiTL25GKepCIo%2Fuploads%2F1KuZx7INLWdzwLDPQwMW%2Fimage.png?alt=media\&token=1068d9f1-091f-40d5-94d1-ca4002dff756)](https://sumble.com/l/ouwhP6Vu7e)     [<mark style="color:green;">**Click to try it on Sumble**</mark>](https://sumble.com/l/ouwhP6Vu7e)
{% endhint %}
