Live account planning. Built for strategic account growth.
A live account planning platform that keeps stakeholder intelligence, propositions, engagement priorities and market signals in one place, so sales, BD and account teams can manage and grow their most important accounts between formal planning cycles.
Keep every strategic account current and focused on growth.
Live account planning keeps account strategy connected to what is happening now, bringing together stakeholder intelligence, propositions, engagement priorities and live signals in one place for sales, BD and account teams.
Traditional account plans quickly lose relevance as customer priorities shift, stakeholders change, competitors move and new opportunities emerge. The platform gives sales, BD and account teams a consistent way to manage and grow their most important accounts between formal planning cycles.
The live account planning platform helps teams
- ✓ Keep account plans current as customer priorities, stakeholders and opportunities change
- ✓ Prepare for customer conversations with the right insight and messaging
- ✓ Identify and act on new growth signals earlier
- ✓ Coordinate sales, BD, account management, marketing and bid teams around one account plan
- ✓ Turn account knowledge into clear actions rather than static documents
- ✓ Apply a consistent approach across more strategic accounts
One platform to manage and grow accounts
Account knowledge is often spread across CRMs, planning decks, spreadsheets, shared drives and individual teams. The live account planning platform brings it into one place, giving teams a working account plan that evolves as the customer, opportunity and market change.
Account strategy
Keep the account ambition, growth priorities and strategic direction clear and accessible to everyone involved.
Stakeholders and buying group
Build a shared understanding of the people who matter, their priorities, motivations and role in the decision.
Proposition and messaging
Give teams access to account relevant propositions, messages and proof for customer conversations and pursuit activity.
Plan and activate
Translate account priorities into clear actions across sales, BD, marketing, account management and bid teams.
Live signals
Monitor changes across the customer, competitors and wider market, understand why they matter and decide how to respond.
Built into the account rhythm
Teams use the live plan to prepare for customer conversations, review changing account signals, prioritise opportunities and decide where to act next.
The result is a shared account plan that moves teams from signal to decision to action, while staying focused on the growth objective.
More growth from existing accounts
Identify expansion opportunities across buyers, teams and solution areas, helping account teams turn existing relationships into larger commercial opportunities.
Higher win rates
Give teams the intelligence, stakeholder understanding and account specific messaging to shape opportunities earlier and pursue them with greater focus.
Larger, longer term opportunities
Build a deeper understanding of customer priorities and where your capabilities can create value, helping teams turn individual opportunities into broader, longer term account growth.
More growth without proportional headcount
Give teams a repeatable way to manage more strategic accounts, reduce time spent rebuilding plans and focus commercial effort on the opportunities most likely to convert.
Iron Mountain: turning strategic focus into £22m in-year pipeline
Magnus helped translate a new BPO growth strategy into focused account opportunities, giving commercial teams clearer customer insight, messaging and next actions across priority accounts.
Read the growth story →
£22m
In-year pipeline generated across three priority accounts, from a £3.6bn market opportunity identified.
Built to scale around where account growth matters most
The live account planning platform can be deployed around the accounts that matter most to your commercial model.
Must win accounts
A focused group of the highest value or most strategically important accounts.
Segment or account cluster
A defined group of accounts with shared customer needs, growth opportunities or commercial priorities.
Entire account book
The platform applied across all accounts managed by an individual BD, account manager or sales team.
Full portfolio
The platform deployed consistently across strategic accounts, teams and regions at scale.
One consistent approach. One live system. Applied where the growth opportunity sits.
Enabled by Magnitude™
Magnitude™, our GTM Operating System, powers the live account planning platform.
Signals continuously surface changes across the account, competitors and market, helping teams understand what has changed, why it matters and what to do next.
Explore Magnitude →
Turn priority relationships into growth.
Give sales, BD and account teams a live, consistent way to manage account strategy, act on change and turn priority relationships into growth.