Solutions / Account managers
Grow the accounts you already have.
Know the history before every call, catch the growth signal early, keep every promise.
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Every account, remembered. The history before every call, the signals between them, and nothing promised forgotten.
Walk in knowing everything the account has told you.
Before every external meeting, Spiich writes a brief from the deal history in the CRM, past email threads and live research on the company and each person in the room. The day’s briefs can arrive as one email at 6 AM in your own timezone.
- Who
- Dan Walsh, Head of Revenue. Joined four months ago.
- Last time
- You demoed to two of his AEs. He was not on the call.
- Open
- He asked for the security pack on Tuesday. Nobody sent it.
- New
- They raised on the 4th and are hiring six more reps.
- Lead with
- The security pack, then headcount growth.
Every promise written down and followed up.
Spiich saves the meeting note, updates the account in the CRM, adds the follow-up task and drafts the email in your voice, for you to review and send from your own mail client.
Hi Daniel!
Thanks for a good conversation today, and for being clear about what Northwind needs first. We’ll start where you suggested: a four-week pilot with the Midwest team, set up so a quote takes an hour instead of a day.
I’ll send the pilot plan and pricing for 25 seats by Thursday, so you have both well before your decision in two weeks.
Talk soon!
--
Best regards,
Emma Hart
Account Executive
Open draft in GmailAgents watch the accounts you can’t check every week.
Start from the Key Account Monitoring template and upload your account list, and a background agent watches exactly those accounts on a schedule. It reads what your CRM, email and meetings hold on each one, then researches the company and the champions inside it for new signals such as hiring, funding news or LinkedIn activity.
- PinecrestChecking…Flagged to the owner
- Millbrook LabsChecking…Buyer added
- Eastbay HealthChecking…Nothing to do
- Sunpath PayChecking…Flagged to the owner
Ask what was promised, not who remembers.
Ask in chat or out loud what was agreed last time, who is involved and what is still open. Spiich answers from the CRM, email and past meetings, so the history stays with the account when the account changes hands.
- What did we promise Vireo on pricing?
- Who is involved on the Halden renewal?
- What is still open with Northwind?
Which of my deals are stuck, and what gets each one moving?
Worked for 38s
Three open deals have gone quiet for more than ten days. Here is what is holding each one, from your calls, emails and the CRM.
Needs you this week
Type your message... (@mention, /skills, Tab for suggestions)⌘JWhat did we promise Vireo on pricing?
Learn what grows accounts and what loses them.
The Sales Performance Analysis agent reads the history behind new business, expansion and renewals, and reports each month which customers drive revenue, where the team loses them and what it should repeat.
- RevenueHalf of revenue comes from fintech with 200 to 500 staff
- LossesMost lost deals never reached a second stakeholder
- ICPThe segment you target most earns the least per deal
“Get time back from the heavy research and focus on the relationship.”
FAQ
Something we have not answered? Talk to us.
How can AI help with key account management?
By taking the admin around each account off the account manager, so the time goes to the customer. Spiich writes a brief before every customer meeting, writes the notes, CRM updates and follow-up draft after it, and runs background agents that watch your named accounts for signals worth acting on. Every meeting lands in the CRM, so the account’s history is in the record rather than in one person’s head. See how to build an agent from a template.
What is in a meeting brief for an existing customer?
Four sections: Company Essentials, Participant Profiles, CRM Deal History and Strategic Insights, drawn from the CRM, past email threads and live research. Spiich writes one for every external meeting with between 2 and 50 attendees, starting within 24 hours, and shows it in My Day. At Zubs, meeting prep fell to under 1 minute. See what a briefing contains.
Can Spiich monitor a list of key accounts?
Yes. The Key Account Monitoring template takes an uploaded account list, matches it to the organizations in your CRM and pins a background agent to exactly those records, up to 500 of them. The agent runs on the schedule you set and writes what it finds back to the account, so reps reach out with a reason rather than a routine check-in. See scheduled runs.
Can a renewals team give Spiich different instructions from new business?
Yes. An admin writes the ideal customer profile (ICP) and the team’s way of working once for the workspace, and each team can override it, so a new-business team and a renewals team get different framing from the same agents. See give a team its own agent personality.
Can Spiich tell me what was promised to a customer?
Yes. Ask in chat or out loud, for example “What did we agree last time, who is involved, and what are the open risks?”, and mention the account so Spiich reads its record. It answers from the CRM, the meeting notes it wrote after each call and your connected email, so a promise made in a meeting six months ago is still there when the account changes hands. See good ways to ask about a record.
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