GTM Workspace for Account Managers: Automated Retention Signals and Relationship Intelligence
Автор: ZoomInfo
Загружено: 2025-11-14
Просмотров: 8
ZoomInfo Account Manager Will Frattini demonstrates how he uses GTM Workspace to proactively manage account health, identify expansion opportunities, and eliminate the administrative work that keeps AMs from building customer relationships.
In this walkthrough from an Account Manager's perspective, you'll see how GTM Workspace helps AMs:
✓ Consolidate everything in one place - Stop bouncing between LinkedIn, Salesforce, Gong, ChatGPT, and spreadsheets to find information. Ask "show me accounts where I haven't had a client meeting this month" and instantly see which customers have reduced activity, missed meetings, or support escalations
✓ Get early warning signals automatically - Identify at-risk accounts before problems escalate. Drill into any account to see what changed (new leadership, competitor activity, budget shifts) and get recommended actions to get things back on track
✓ Deep context for expansion - When contacts get promoted, see their new responsibilities, budget authority, team structure, and exactly how additional solutions fit their expanded scope. Ask "what changed at this account?" and get insights on organizational changes, competitive threats, and recommended retention or expansion strategies
✓ Automated meeting prep with personal details - Get complete briefs before each call including account context, past conversations, recent stakeholder changes, and key talking points. The system even pulls personal notes like favorite sports teams, charities, and travel preferences so you can build authentic relationships
✓ Repeatable multi-threading - Map entire buying groups with one click, draft personalized outreach for each stakeholder based on their specific role and priorities, then add them to sequences instantly. Multi-threading becomes a repeatable growth strategy instead of ad hoc effort
✓ Post-meeting automation - Workspace drafts follow-ups, updates notes, and logs activities automatically, keeping you focused on conversations and relationships instead of administrative work
GTM Workspace works out of the box with no training or engineering projects required. Your data is already there and your workflows already work from day one.
Perfect for:
Account Managers managing customer retention and expansion
Customer Success teams looking for early churn indicators
Account teams needing systematic approach to growth
Revenue leaders wanting to reduce AM administrative burden
🔗 Learn more and book a demo: ZoomInfo.com/GTM-Workspace
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About ZoomInfo:
ZoomInfo (Nasdaq: GTM) is the Go-To-Market Intelligence Platform that empowers businesses to grow faster with AI-ready insights, trusted data, and advanced automation. Its solutions provide more than 35,000 companies worldwide with a complete view of their customers, making every seller their best seller.
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