When CRM Reporting Doesn't Cut It
Modern business intelligence purpose-built for RevOps
Why AccountAim's RevOps Analytics platform?
Trying to make sense of GTM performance but stuck in a mess of spreadsheets? Take back control of GTM with AccountAim.
Instant answers
Uncover insights that are impossible to find in the CRM alone. Combine MAP, CRM, and product insights for a true customer 360.
Increase trust
Establish data governance best practices to drive cleaner and more actionable data
Boost adoption
Ditch the 25-tab Excel model held together with duct-tape.
Improve alignment
Drive shared understanding with common data definitions and metrics library.
Trusted by leading RevOps teams
Warehouse
Get your data AI-ready, no engineering needed
Use Warehouse to finally create a RevOps source of truth. Consolidate, snapshot, clean, and transform your GTM in one place - all without needing engineering support.
“Before AccountAim, I used to have to pull together multiple spreadsheets, Notion docs, and Salesforce reports every week, stitch them together, and put them in a deck to share. Now we spend time analyzing instead of building with our most important data at our fingertips.”
Graham Gawthorne
Head of BizOps & Finance
Workbench
Reveal unseen insights at breakneck speed
When it comes to RevOps analytics, one size doesn't fit all. Spot the most important trends, problem areas, and opportunities for growth.
POV: You're an AccountAim customer
20+
Hours saved reporting per month
10x
Faster insights and reporting
5x
Data points captured and analyzed
Workflows
Action the insights your team actually needs
Easily trigger proactive alerts and notifications directly into the tools your team is already using.
“AccountAim has helped us cut down the time we were spending on our monthly reporting from weeks to hours by creating a single source of truth for all of our GTM data.”
Scott Franco
Director of Marketing
Connect AccountAim to your favorite tools
Seamlessly integrate with the most important tools your team uses.
Start building today
Explore dozens of templates to get started immediately or build and customize your own analysis from scratch.
Cohort analysis
Track the customer journey at scale, spot behavioral trends, and increase net retention with cohort analysis. Slice and dice cohorts by industries, geos, product bundles, and more with just a couple clicks.
Automated board reporting
Create a cleansed, reviewed, and real-time source of truth for board metrics so you can spend more time analyzing trends, not pulling them together.
Forecasting
Get your forecasting analytics out of sheets. Drive forecast accuracy by tracking week-to-week progression, automating weighted calculations, and visualizing your forecast in any way you’d like.
Snapshots and trended analysis
Ditch the snapshotting and reporting limitations of Salesforce and HubSpot. Automatically snapshot and store every opportunity and field without limit. Trend your historical data so you can understand the “why,” not just the “what.”
Pipeline stage progression
What was pipeline at the beginning of the year? How have marketing touches converted through the funnel? Answer these questions and more with pipeline snapshots and stage progression analytics.
Event performance
Track and compare ROI across all of your events to fine tune your event planning. Review event spend, follow-up outreach, opportunity creation, and closed won at +7 days, +14 days, +21 days, and +90 days.
Goal pacing
Get a real-time view of pacing to goal, whether that’s quota attainment, pipeline, or implementation progression. Gamifying targets drives the ideal behavior amongst reps.
Data activation
Put the most important data at the hands of your field reps. Whether that’s product usage, call sentiment, or sales data, make sure your reps are actioning it as intended.
ARR waterfall and revenue retention
Speak the language of leadership while creating a single source of truth for ARR with ARR waterfalls. Dig into retention, expansion, and churn trends across segments, geos, and use cases.
White space analysis
Use white space analysis to analyze the revenue potential within each account. Make sure that reps receive fair territories, sanity check quota targets, and define TAM for sales headcount planning.
Scenario planning
Use virtual fields to run various GTM planning scenarios without impacting the CRM. Make easy changes to avoid a weeks-long re-plan for the fifth time.
And much more!
These are just the most common use cases. If the data exists and you can dream it, AccountAim can build it.
Get more out of your GTM data
Sign-up today to get started.
