Key account planning at your fingertips

Creating and tracking account plans become difficult using PPTX, XLSX and other tools. Not anymore.

Using SuccessPlans, you can now track key objectives and customer priorities with track changes easily. Create the single source of account plans across multiple product lines and verticals.

Created to handle complexity

Manage account plans across multiple product lines and structures

We know there are nuances to every account. SuccessPlans makes it simple to capture changes and provide a unified view.

Track changes effectively

Manage changes to account plans better with historic data

Account plan updates can now be better monitored and shared with multiple stakeholders.

Track changes effectively

Manage changes to account plans better with historic data

Account plan updates can now be better monitored and shared with multiple stakeholders.

1-click PDF generator

Provide a quick summary for relevant stakeholders

We have made it easy to create a quick summary of your plan for your executives and other stakeholders.

Share and collaborate

Multiple roles and stakeholders can now view and collaborate on your plan

Collaboration is key to the success of an account plan. Involve multiple roles internally & even your customers as needed to drive the value outcomes you desire in the account.

Share and collaborate

Multiple roles and stakeholders can now view and collaborate on your plan

Collaboration is key to the success of an account plan. Involve multiple roles internally & even your customers as needed to drive the value outcomes you desire in the account.

Ready to learn more

Book a Demo with our experts today.

Resources & Insights

NEW MICRO-PODCAST!

Customer Success Intelligence Podcast

In Episode 26, our CEO chats with Irit Eizips about the evolution of AI-Powered Customer Success.

Articles & Blog

Current insights, resources, inspiration, and ideas that will help take your Customer Success team to the next level.

Customer Success Surveys

We survey CS Teams from all over the world to get their feedback on current industry trends and what they see for the future of CS.

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See how SmartKarrot can help you deliver
winning customer outcomes at scale.