Unlock revenue growth with smart account planning and execution
Build a winning sales playbook, set clear actions, and remove roadblocks to maximize revenue
There is a critical gap between sales strategy and sales execution
CRMs track deals but don’t show how well your strategy is executed. Fielo closes this gap by helping you build and execute the perfect sales playbook for optimal outcomes.
With Fielo Account Planning, sales reps and account managers stay on top of their accounts maintaining consistent engagement, while sales leaders can identify strengths and take corrective action to improve underperforming areas.
Activities & Account Scoring
Set up activities, assign a scoring weight to each, and we’ll calculate a success score for every account—helping you quickly spot any accounts that may be overlooked.
Build Cadence
Keep your sales team on track with automated cadence management, ensuring they never miss a critical activity; provide access to helpful resources through contextual reference links.
Notifications
Provide reps and account managers with in-context reminders for pending tasks, celebrate achievements, and boost performance through gamification with badges, tiers, and leaderboards.
