The Account Prioritization module is designed for your Sales teams to prioritize the accounts to achieve your booking targets. It tells you which accounts are more likely to convert to bookings for your current and future quarters and lets your sales teams prioritize them.
Filters
Select the filters that you would like to apply and click on Apply.
Select the period for which you want to view the opportunities. This period refers to a date range in which an opportunity was created and is open in a stage at the end of the period. You can select a variety of predefined periods, such as Prev 365 days, This year, This Quarter, etc., or a custom date range
Select the funnel stages you want to consider for prioritization
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Summary and Account List
You can see the summary of ‘Top accounts’ or ‘All accounts’. These are based on the filter selections above. You can also choose one of the following options from the dropdown as the prioritization criteria:
Fit pipeline propensity
Fit booking propensity
Account ML pipeline propensity for 3 months
Account ML booking propensity for 3 months
When you select one of the resulting summary cards, you can view high-level metrics for the selected dropdown metric, including count, projected value, propensity, and the average of projected to pipeline/booking.
Top Accounts
You can see the ‘Top Accounts’ based on the selection from the dropdown. The top accounts are those with a ‘High’ propensity. Similarly, in the second card, you will see the summary and table for accounts with a ‘Medium’ propensity. Upon selecting one of the cards, the table will display details for each account, including account name, account ID, account journey timeline, propensity summary, number of leads, and number of opportunities, among other information.
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All
You can see the ‘All’ accounts based on the selection from the dropdown. All the accounts will be shown for selection. The card will show the summarized metrics, and the table will have details for each account, such as account name, account ID, journey timeline of the account, propensity summary, number of leads, number of opportunities, etc.
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Cards View
Clicking on card view from the table view gives you the list in the form of contact cards. The cards give you important information about the account, such as account name, account ID, projected booking value for the account, no. of leads for the account, no. of opportunities for the account, location, etc.
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Reli Prompt Filters
If you’re having trouble finding the right set of filters, use Reli’s prompt filters to filter the data you need.
Example Prompt: “Give me the accounts that belong to the US with a high Overall Pipeline Conversion Probability.”
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Side Panels
To see additional details about each Opportunity, click on the arrow to the left of each row to go to the Side Panels
Details
The Details side panel shows the Leads/Contacts that are associated with the Account and more details about them, including their Journey, Title, Channel, etc.
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Journey
The Journey tab in the Side Panel shows you the Account’s journey timeline in table and timeline format.
Use the top filters to filter by Engagement, Source, type of Engagement, and Engagement timestamp.
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AI Summary
The Reli AI Summary tab gives you the summary of the account, such as Conversion Probability, Next Best Action, and Recommendations, such as the next steps to convert the opportunity.
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Chat with Reli AI
The Chat with Reli AI Tab lets you ask Reli questions about anything to do with the lead.
This tab comes with a Personalized Email Message Agent that helps you write a personalized Email to the primary contact of the lead, building on top of the previous interactions the account has had.
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