Accord

““I love how the playbooks are pre-set,” he shares. “Not every onboarding is the same, so we appreciate being able to customize everything for each account, especially when it comes to resources and upsell features.””

““We didn’t have a defined system to track customer progress or hold anyone accountable. Emails were getting lost, tasks were missed, and timelines were slipping. Customers were business owners trying to implement FieldPulse on top of running their companies — we needed to make things easier, not harder.””

“If I can keep up to date with a lean enablement function supporting a rapidly scaling sales team, that says quite a lot.”

“Giving people flexibility is never a bad thing,”

“So even though we thought it was incredible, we could see that the team either didn't think it was valuable or didn't know how to use it.”

“We also saw that the content we'd shared wasn't being used,”

“That wasn't for me. That was a request from our marketing team—'we want everything in Accord.'”

“I looked in Accord and all my SPICED data was there—it was like magic.”

“If you're in Accord and remember a pain you hadn't identified before, throw it in, because I know it's going to update everywhere.”

“We can be prescriptive on content, make suggestions of what makes sense at each step, taking away that need for them to have internalized everything.”

“I’m a firm believer in meeting sellers where they are. We can't expect them to be seasoned marketers. I started my life as an SDR, and I know from direct experience.”

“We can't expect reps to live in 4 different tools for small things,”

“As SEON rapidly grew, Georgina understood a different approach to scaling would be beneficial, so she systematized what top performers did to help every rep execute at that level.”

“We’ve always put a lot of effort into our onboarding process, but since implementing Accord, we’ve had customers email our executive team saying, ‘We want to copy everything you do. Your onboarding process is on point.’”

“It also made the entire transition 1000 times easier for us!”

“Accord guides our team through all of our processes and outlines their tasks at any given time. It allows us to teach in a structured, organized way which makes training new hires a breeze,”

“Accord has a beautiful, easy-to-use interface that our customers love. Each time we’ve surveyed our customers on their experience, they’ve consistently rated Accord five out of five. Additionally, Accord helps us enforce our standards because my team is always able to stay on top of their responsibilities. They always know exactly what they need to do next and how far along they are in the process.”

“Accord is our one-stop-shop to manage implementation. Within the platform, we set goals, store all of our necessary resources, and clearly outline every next step.”

“Every single customer we onboard gets immediately invited to Accord,”

“We also spent a lot of time finding resources and collating them for customers. We felt like there had to be a better way.”

“A Google sheet means you’re linking out to other places. This requires a ton of email follow-ups, and it isn’t scalable,”

“Now when it comes to deal reviews, if a rep doesn’t have a plan in Accord with their customer, we ask, why not?”

“We needed a tool like Accord to build out these scalable processes.”

“People love it. Customers say, ‘I can’t believe you’ve put all this work into creating this personalized space for me.’”

“It creates a space where your customer wants to go, and when they do, they get value out of it.”