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AccountPal Review

3

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Excellent

Revainrating 5 out of 5  
Rating 
5.0
Marketing, Account-Based Marketing

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Description of AccountPal

Accountpal provides a comprehensive toolset for Named Account Selling and Account-Based Marketing on salesforce. You can match a lead to an account, auto-convert the lead based on rules to existing contacts and accounts, get a 360 degree view of activities happening on the account. Sales teams can do relationship mapping at an organization. Other key features include Activity Analytics and Attribution reporting.

Reviews

Global ratings 3
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Type of review

We used AccountPal to track all of our leads, and our sales team had the ability to see where leads were coming from. We could also track the status of the leads and the sales cycle. It was easy to set up and easy to use. We would have liked to be able to set up alerts for new leads. We would recommend AccountPal to anyone looking for a way to track all of their leads and sales cycle. It makes it easy for the sales team to see where leads are coming from, and it also gives us an overview of the

Pros
  • Also loved ease when setting this system in place so much easier than other systems! I do wish there wasn't as many restrictions/limitations regarding customization but they really want your business &/or feedback
Cons
  • Not the best

The ability to track activity in one place is pretty amazing and I have been able to really leverage this with my team by seeing what each person has done previously which helps me make sure that our clients are getting all we need from their experience! Tracking leads between campaigns within your org is so easy too! If you want to be efficient as well as effective it's worth investing some time into customizing these flows - there isn't much out there yet but I'm working very closely with…

Pros
  • The ability to track activity in one place is pretty amazing and I have been able to really leverage this with my team by seeing what each person has done previously which helps me make sure that our clients are getting all we need from their experience! Tracking leads between campaigns within your org is so easy too! If you want to
Cons
  • All fine

The ability to see all the activity in one place is very helpful when you are trying to find out what your team is doing with their time. It's also great that it syncs up with CRM so it makes it easy to keep track of everything. I wish there was more visibility into who is actually working on the tasks. Sometimes it's hard to tell if someone is just checking something off or actually taking action on the task. This helps me identify which people are actively working on things. It also helps me…

Pros
  • Also love being able share these reports easily through email campaigns & social media platforms (especially LinkedIn)
Cons
  • Almost never