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Data Processing

Account Segmentation Scoring

Go-Live In:

8-12 Weeks

  • Every sales organization faces the universal constraints of people, time, and money. We would all sell to every customer in every market if it was feasible. In order to be effective, you need to focus on customers with the highest potential on propensity to buy.

  • TEKPLANIT Predictive Account Segmentation and Scoring augments internal data with predictive attributes about profile fit and buyer intent data to target and prioritize accounts with the highest propensity to buy, providing your sellers with the focus they need to be successful. Here’s how:

    • Match each account with the ideal sales rep(s) and prioritize customers with the greatest revenue potential.

    • Segment and categorize prospective customers by modeling historical data with predictive indicators to prioritize and target accounts with the highest propensity to buy.


    • Calculate total available market (TAM) by accounts, segments, industries, and geographies.


    • Blend and weight subjective inputs and experiential knowledge from the sales organization into account scores.


    • Receive net-new prospect recommendations for accounts not currently in your CRM database, but that display a high propensity to want to buy your products or services.


    • Analyze market segments and prospective buyers with built-in dashboards, reporting, and analytics with data visualization.


    • Build target account lists based on any number of criteria, including industry, revenue, size, relationship, or growth potential, to assess the impact to territories, quotas, and revenue.


    • Harmonize your account segmentation strategy with your territory plans, ensuring that territories cover the right accounts.


Anaplan Implementation Partner, Anaplan Partner, Financial PLanning and Analysis, Sales Planning, Anaplan Implementation Partner

Tekplanit Experience

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Anaplan Implementation Partner, Anaplan Partner, Financial PLanning and Analysis, Sales Planning, Anaplan Implementation Partner

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