DATE:
AUTHOR:
The product team at UpdateAI
AI

Unveiling 🆕 UpdateAI Account Pages

DATE:
AUTHOR: The product team at UpdateAI

Hi Everyone,

We're excited to unveil our industry-first Account Insight pages! These customer knowledge hubs are designed to help teams streamline account knowledge workflows and tackle key use cases, such as:

  1. Preparing for upcoming meetings

  2. Facilitating seamless knowledge transfer between Sales and Post-Sales

  3. Building Mutual Action Plans and Success Plans

  4. Getting ready for strategic account reviews and QBR/EBRs

  5. Sharing account insights with other GTM teams like Product and Marketing

Instead of telling you, we'd rather show you — click here for a guided tour to see these pages in action.

Account Insight pages are now available for teams on the UpdateAI Business plan, complete with CRM integration. Interested in learning more? Book a demo today!

Best,

Josh Schachter

CEO, UpdateAI

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