Business Intelligence for RevOps and GTM teams
Still stuck waiting on engineering for answers? Connect, analyze, and action your GTM data with AI – no code required.
Trusted by leading RevOps teams
RevOps Data Warehouse
Get real-time data integrated with a single click
AccountAim brings together data from your CRM, product database, payments and billing providers, ad hoc spreadsheets and more - all without needing engineering support.
“With AccountAim we’ve been able to combine data from HubSpot, our product database, and our payments system to finally create a source of truth our GTM teams actually trust. It’s helped cut down our monthly reporting from weeks to minutes and gives us a complete picture from bookings to revenue to billings.”
Scott Franco
Director of Marketing
Workbench
Drive more revenue with full funnel visibility
See your entire customer journey from pipeline creation through conversion to revenue retention and product usage. Pinpoint problem areas and dive into the detail all in one place.
POV: You're an AccountAim customer
95%
Increase in GTM data collected and analyzed
3.5x
Faster insights with AI-powered workflows
20+
Hours saved reporting per month
Workflows
Put the right data directly into your team's hands
AccountAim's middleware approach allows users to easily trigger notifications, alerts, and take action directly in the tools your team is already using without the new tool learning curve.
“Before AccountAim, I used to have to pull together multiple spreadsheets, Notion docs, and Salesforce reports every week, stitch them together, and format 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
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.
Connect AccountAim to your favorite tools
Seamlessly integrate with the most important tools your team uses.
Get more out of your GTM data
Sign-up today to get started.