AccountAim

Who doesn't love a good market map? Especially an 🪄 AI 🪄 market map. We're happy to join a list of great companies on CustomerIQ's RevOps AI Tool Repo. The Repo is a curated list of companies making a difference for sales, marketing, and operations with AI. But AI is only as good as the data you feed it. F500 companies have the budget and expertise to get their data AI-ready, but most start-ups don't. AccountAim is proud to level the playing field by getting start-up data AI ready, so they can keep fighting the good fight against incumbents. Link in comments to the RevOps AI Tool Rep.

How do you analyze how well your entire customer journey is working? ARR waterfalls. ARR waterfalls quickly show a segmented view of how well customers are being closed, upsold, and retained. Not just for finance, RevOps should be using an ARR waterfall to support their operating rhythm and analytics. The challenge is that ARR waterfalls are a royal pain to maintain. With siloed data sources, messy CRM data, and contract mismatches, the ARR reporting process becomes a time-consuming and error-prone Excel exercise. Unless you have AccountAim. AccountAim automatically builds and updates your ARR waterfall, pulling directly from your CRM and other key data sources. No more piecing it together across spreadsheets or second-guessing if the numbers are right. AccountAim breaks down: - how much revenue came from new business - which customers expanded - which accounts downgraded - where churn is creeping in All in real time. So your RevOps team can focus on acting on the insights instead of wrestling with formulas. That means faster, more confident decisions about: - where your go-to-market strategy works best - which area of the customer journey needs more attention - how the forecast is performing And that's how RevOps becomes a strategic partner, not an order taker. Link in comments on how to put ARR waterfalls to work for RevOps.

Most GTM orgs are losing 70% of their data every year. How? By failing to snapshot their historical data. Every time a field is updated in Salesforce, valuable historical context disappears. This makes it almost impossible to: - Track pipeline progression - Measure forecast accuracy - Spot dropping customer engagement - Maintain reliable audit trails Even if you aren't using it now, you need to start snapshotting your data for future reference. Our latest blog dives into: - How to get started with snapshotting in Salesforce - The limitations of Salesforce snapshots - AccountAim's approach to snapshotting Read more: https://lnkd.in/gPMTfbWQ

Every piece of data overwritten in the CRM is valuable context lost. It's vital to start snapshotting that data for future use. Here's how. In our latest blog, we cover the importance of snapshotting CRM data, key use cases, and important limitations to keep in mind.

RevOps is stuck between a rock and a hard place. CRMs are rocks (missing key analytics capabilities). BI tools are hard places (too complex and slow). It’s time to break free. Introducing AccountAim's RevOps Workbench: Full BI power. No BI headaches. Right in your CRM. Learn more 👇

Trying to make a case for investing in RevOps data infrastructure? Here's the value of the modern data stack for RevOps. (link in comments)

When sales, marketing, and CS are fully aligned, you win. But alignment is impossible with silo'd data. Take control of your GTM data in 2025.

A good RevOps leader's best resource is data. But most companies lose access to 90% of their GTM data. How? Lack of historical data tracking. The most insightful analytics come from pattern recognition of customer behavior and outcomes. But time series data is lost to the winds without proper field tracking. Unfortunately Salesforce and HubSpot are limited here. Meanwhile, data warehouses are expensive and RevOps has to fight to get on the data team's priority list. James shares more on this below 👇

RevOps just got easier with our latest product launch. Introducing: Data Snapshotting and RevOps BI. Data is core to an effective RevOps function, but most growth companies don’t have the time or expertise to build the proper data stack. Check out our blog post for more info on how AccountAim is closing the gap.

G2 Winter 2025 Reports are in 👀 AccountAim is excited to be recognized once again for our customer satisfaction in Revenue Operations & Intelligence. Additionally, we've been recognized as a top four solution in the Sales Planning Grid Report, based on customer satisfaction. Other outcomes include: ✅ High Performer ✅ Best Est. ROI ✅ Best Meets Expectations ✅ Easiest To Use ✅ Easiest Setup ✅ Fastest Implementation ✅ Easiest To Do Business With ✅ Easiest Admin Thank you to our customers using AccountAim to unlock their GTM data. Every week we're finding new use cases unblocked by solving the root cause of poorly utilized data. Full breakdown 👉 https://lnkd.in/g99vxate