Account Managers, we hear you!
Many AMs have lots of meetings, too many accounts, and too little time to organize information, look at dashboards, update the CRM, or remember to follow best practices. See how we help!
Easily tackle your calls
Be prepared for every call. Partnerbeat surfaces all the past context right in line so you can show up to your calls ready to go!
“Love seeing all my clients...and switching easily back and forth between (them), especially when I have back-to-back meetings.”
Organize the chaos
Many AMs have tons of meetings and lots of accounts. Staying organized and on top of everything is hard - there are lots of siloed google docs, notes, tasks, and meetings. Partnerbeat makes it easy to take meeting notes, track your action items, and see all your relationships in one place. It’s your secret weapon to staying organized.
“I've been loving the platform and have been encouraging the team to adopt it fully...I'm tracking everything in here, it's just easier to stay organized."
Less time doing admin
Spend less time updating your CRM. Partnerbeat helps you update your CRM regularly so you don't have to remember when to do it. Your team will be shocked that your CRM updates are always in.
"Wow, the Salesforce embeds within notes is amazing. That's perfect. It just goes to Salesforce. And it's right on my calendar."