Account planning
Account plans that actually drive action
Databook account plans are living strategies built on trusted data, enriched with executive-level intelligence, and connected to guided workflows that move deals forward.
How does Databook help?
Transform account planning from paperwork to performance
Account plans shouldn’t collect dust. Databook turns them into action.
The Current Way
Tediously compiled documents that lack strategic focus
- Hours spent pulling data and building plans manually
- No clarity for sellers on why these accounts matter or how to prioritize
- Inconsistent quality and formatting—some reps over-engineer, others skip planning entirely
- Accounts dropped on sellers with no strategic context, leaving plans ad hoc
- No connection to actionable next steps or workflows that move deals forward
- Plans quickly go stale—no new signals or guidance as conditions change
The New Way
…or you could have consistent, guided plans that drive execution
- Deep research and strategic content auto-assembled from trusted data and customer priorities
- Clear rationale from upstream territory and scoring decisions flows into every plan
- Consistent, branded outputs that scale planning quality across the field
- Sellers guided with use-case alignment and solution recommendations
- Plans linked directly to logical next workflows like prospecting, meeting prep, and exec briefings
- Continuous updates from live signals keep plans relevant and actionable
Our sellers are no longer spending long hours combing through 10Ks and transcripts. The time spent on account planning has drastically decreased while the quality of their account plans are increasing. The sales team is able to spend more time with the customer talking about how we can help solve their toughest challenges. They are also better prepared to talk to the executive leadership about their challenges and goals.
Sales Excellence Manager @ Schneider Electric
How it works with Databook
Account planning often feels like a tedious, one-off exercise. Sellers spend hours assembling plans, leaders can’t enforce consistency, and plans rarely impact what actually happens in the field.
Databook flips that by auto-assembling account intelligence and strategic plays into branded plans, then connecting them to guided workflows. The result: plans that sellers trust, that leaders can measure, and that actually advance deals.
- Customer-back and data-driven: Plans are crafted around buyer priorities using Databook’s licensed and proprietary data sets combined with your 1P and 3P data.
- Flexible setup: Configure custom account planning formats and workflows with your forward-deployed Databook Services team to ensure consistency at scale.
- Triggered automatically: Sales Ops can opt to launch plan creation after territory assignments, so every seller starts with a baseline strategy.
- Interactive coaching: Build account planning as a Databook Coach workflow, guiding sellers to fine-tune use cases and solutions in real time.
- One-click assets: Make plans available as downloadable or refreshable assets sellers can access anytime.
- Measure impact: Track how account plans translate into pipeline creation, progression, and win rates.
Use Cases
See what else you can do with Databook
Built to make you better at closing bigger deals. Over and over.
Don't just take it from us
Databook customers tell the story best.
Databook is a Game-Changer!
Our team has been using this powerful customer insights tool, and the results have been phenomenal. Not only has it saved us valuable time by streamlining our customer research process, but the depth of customer insights it provides for account planning and executive briefing is simply outstanding.
LeeAnn L.
Best research and sales assistant tool!
Databook is my go-to tool when preparing for executive meetings, crafting a POV for a presentation, better understanding compelling events around an account, and getting deeper insights in an industry.
I use it regularly. It's simple, efficient and with its integrations to my company's CRM, makes it seamless to navigate accounts and attach opportunities to sales plays.
LP B., Enterprise Sales Executive
Shortest path to value based selling I have found
Databook provides me curated content about my customers. It saves me hours of research by providing customer content in an easy to absorb fashion. It is my go resource to when I am working with a new customer and during continuous customer account planning.
Mitesh P.
It saved me hours of work
To the point and complete analysis on the potential value to be unlocked at my customer in a few seconds, saving me hours of work so I could focus other value added activities.
Mehdi S., Digital Transformation & Value Advisory Leader | Manufacturing | EMEA
Databook works with a limited number of new customers each quarter to ensure high-impact delivery. We focus on enterprise teams with $100M+ in annual revenue and design every deployment around your unique GTM needs. Most of our customers come through referral—and we typically engage directly with Sales Ops and C-suite leaders, including CROs and CMOs. If you’re exploring how Databook can drive transformational sales productivity at scale and are ready to take the next step, please complete our assessment form to get started.
