Leveraging Account Discovery
A feature of the Salesforce Spring ’23 release, Account Discovery provides dashboards and Einstein Discovery models to help you identify Accounts with potential for growth.
It works by analysing measures such as the number of deals closed, deals open, win rate, activities and products. Each Account is assigned to a cluster based on commonalities found in these measures.
The Accounts are then benchmarked against the cohort (cluster) average and Key Performance Indicators (KPIs).
As a Sales Leader or Sales Rep, you can also use Account Discovery to quickly identify and prioritise at-risk Accounts, and take the necessary steps to mitigate.
It’s a powerful tool for sales teams to manage and grow their Accounts!