Industry Solutions
See how Guild Education saves 6+ hours per week on account research. Expansion signals, retention alerts, and upsell intelligence for account management teams.
Account managers carry a dual mandate: protect existing revenue and grow it. Both require deep, current understanding of each customer's business — their strategic priorities, organizational changes, competitive pressures, and unmet needs. But most account management teams are flying blind, relying on quarterly business reviews and sporadic CRM notes for customer intelligence.
The biggest risk for account managers is missing signals. A key champion leaves the account, and you do not find out until the renewal conversation. A customer announces a major strategic pivot, and your competitor reaches out to align their solution first. A new executive joins and launches a vendor review that you hear about too late. These are preventable losses, but only if your team has real-time visibility into what is happening at their accounts.
Expansion selling presents the same intelligence challenge. Identifying upsell and cross-sell opportunities requires understanding which accounts are growing, which departments are investing, and where new strategic initiatives create need for additional solutions. Account managers who rely on annual reviews to surface these opportunities leave significant revenue on the table.
Expansion & Growth Signals
New office openings, headcount growth, market expansion announcements, and new business unit launches at existing accounts
Champion & Stakeholder Changes
Key contacts leaving, getting promoted, or new decision-makers arriving who need to be onboarded to your solution
Strategic Initiative Announcements
Customer strategic priorities from earnings calls and press releases that create opportunities for expanded engagement
Competitive Threat Signals
Mentions of competitor evaluation, vendor review announcements, and procurement changes at existing accounts
Budget & Investment Signals
Earnings call commentary on investment priorities, capex increases, and department-level budget expansions
Organizational Restructuring
Mergers, acquisitions, divestitures, and reorganizations that change buying structure and expand or contract your footprint
Guild Education's account team managed a portfolio of strategic enterprise accounts with multi-year relationships and deal sizes exceeding $20M. Staying relevant throughout these long-term engagements required continuous intelligence on customer priorities, executive commentary, and strategic initiatives — but manual research consumed hours that could be spent on customer-facing activities.
Salesmotion automated the account intelligence workflow, delivering weekly digests of customer developments, automated earnings call alerts, and real-time signals for leadership changes and strategic announcements. AEs save 30 minutes per account and 6+ hours per week, enabling them to show up to every customer interaction with fresh, relevant insights.
“It's not even just about saving time — it's about uncovering things we otherwise might not research. Salesmotion helps us connect Guild to what's already publicly important to the company.”
Derek Rosen
Director, Strategic Accounts, Guild Education
Guild Education results
saved per account
saved per AE per week
deal sizes supported
Everything your reps need to research accounts, spot buying signals, and craft relevant outreach.
Monitor existing accounts for growth signals — headcount increases, new business units, market expansion, and strategic investments — that create natural opportunities for upsell and cross-sell conversations.
Get immediate alerts when key champions leave an account, new decision-makers arrive, or organizational changes shift the buying landscape. Protect revenue by addressing risks before they become surprises.
Access continuous intelligence on customer strategic priorities from earnings calls, press releases, and executive commentary. Align your value delivery with what matters most to each account right now.
Receive weekly summaries of developments across your entire customer portfolio — no more checking multiple sources to stay current. Every important update delivered in one consolidated view.
Prepare for quarterly business reviews in minutes instead of hours. AI-generated account summaries provide the strategic context, recent developments, and growth opportunity analysis you need.
Track when existing customers mention competitors, launch vendor reviews, or signal dissatisfaction. Engage proactively to reinforce your value proposition before competitors gain a foothold.
See how Salesmotion stacks up against manual research and generic CRM data for your industry.
| Feature | Manual Research | Generic CRM Data | Salesmotion |
|---|---|---|---|
| Customer intelligence currency | Relies on QBR conversations and sporadic CRM updates | Static firmographic data without ongoing monitoring | Real-time continuous monitoring with weekly digests and instant alerts |
| Champion change awareness | Often discovers departures weeks or months after they happen | Basic job change alerts without account relationship context | Immediate alerts when champions leave, arrive, or change roles with impact analysis |
| Expansion opportunity detection | Depends on QBR conversations and customer self-reporting | No visibility into growth signals at existing accounts | Automated detection of expansion signals — growth, new initiatives, and budget increases |
| QBR preparation time | Hours of research and slide building per account | No support for business review preparation | AI-generated account summaries with strategic context in minutes |
| Competitive threat detection | Typically learns about vendor reviews after the fact | No competitive monitoring at existing accounts | Real-time alerts for competitor mentions and vendor evaluation signals |
Common questions about Salesmotion for Account Managers
Salesmotion monitors your existing accounts for risk signals — champion departures, organizational restructuring, competitor mentions, and strategic pivots. Account managers get immediate alerts so they can address risks proactively rather than discovering problems during renewal conversations.
Yes. Salesmotion tracks expansion signals at existing accounts including headcount growth, new business unit launches, market expansion, and strategic investment announcements. These signals help account managers identify natural opportunities for deeper engagement and larger contracts.
Salesmotion dramatically reduces QBR preparation time by providing AI-generated account summaries with strategic context, recent developments, and growth analysis. Guild Education AEs save 30 minutes per account on research that feeds directly into more informed business reviews.
Yes. While this page focuses on account management, Salesmotion serves the full customer lifecycle. Analytic Partners is expanding Salesmotion beyond Business Development to their Customer Engagement team for exactly this reason — the same intelligence that wins deals helps retain and grow them.
Salesmotion monitors key contacts across your customer accounts for job changes, promotions, departures, and new arrivals. When a champion leaves or a new decision-maker joins, you get an immediate alert with context about how the change may impact your relationship and opportunities.
Have a question we didn't cover? Talk to our team
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