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Books & Resources Packages & Pricing Salespuzzle121 Insights Contact usThe revenue you already have is the easiest revenue to lose.
Most growing businesses put their energy into finding the next new customer. Meanwhile the accounts that already pay the bills are managed on relationships, memory and goodwill — until a contact leaves, a competitor appears or a renewal quietly slips away.
Account Compass is the Grow stage of Salespuzzle. It gives your team a structured way to understand each important account, protect the revenue it produces and grow it deliberately rather than by chance.
“We only find out an account is at risk when it is already too late.”
It is a familiar picture in a growing B2B business. A handful of customers produce most of the revenue. One or two people hold most of the relationships. Nobody can say with confidence who else matters inside the account, what the customer is not buying yet, or how exposed the business would be if the main contact moved on.
Plans for key customers exist in slides and spreadsheets, written once and rarely revisited. Growth inside existing customers happens when they ask, not when your team spots the opportunity.
What this sounds like day to day
- “Our biggest customer is one relationship away from a problem.”
- “We do not really know the rest of the group we could be selling to.”
- “Renewals surprise us.”
- “We are not sure which accounts deserve the most attention.”
- “They buy one service from us and we never got any further.”
- “Whatever we wrote down about that customer is already out of date.”
- “A new decision-maker arrived and we had no relationship with them.”
- “Everything we know about that customer sits in one person’s head.”
What Account Compass changes
- The account is mapped, not remembered
- Group structure and connected organisations become visible
- Account health and coverage are reviewed, not assumed
- Relationship gaps are identified before they become risks
- Supporters and blockers are understood in advance
- Growth potential inside the customer is made explicit
- Plans are practical, owned and kept current
- Account knowledge belongs to the business, not one person
Chasing new business is expensive. Losing existing business is more expensive still.
Account Compass helps your team give the customers you already have the same discipline you apply to winning new ones.
Fewer surprises. Stronger relationships. More revenue from the customers you already serve.
When account management becomes structured, the change shows up in the numbers and in the conversations. Your team knows which accounts matter most, where each one is exposed, and what the next realistic step of growth looks like.
- A clear view of every important account and how it is structured
- Early warning when an account is losing health or coverage
- Relationships spread across the account, not concentrated in one contact
- Whitespace and growth potential identified deliberately
- Renewals approached with preparation rather than hope
- Growth plans that people actually use and update
- A consistent approach across the whole team
- Account knowledge retained when people change roles
- Better conversations with the customer’s wider organisation
- Growth actions with named owners and sensible timing
- Visibility for leadership across the accounts that matter
- Revenue protected before it becomes revenue recovered
Built for growing B2B businesses where a few customers carry a lot of revenue.
Account Compass is designed for small and medium B2B companies selling to other organisations, where accounts are managed by people who also sell, deliver and support — not by a dedicated account management function.
Know your accounts properly
Understand the structure, the people and the potential of each customer, and work to a plan instead of reacting to requests.
Protect the revenue base
See which accounts are healthy, which are exposed and where growth is realistic, with a consistent approach across the team.
Turn service into growth
Connect what you know about delivery and satisfaction to relationships, risks and the next commercial opportunity.
Reduce concentration risk
Understand how dependent the business is on a small number of customers and relationships — and do something about it.
Four connected tools for understanding, protecting and growing an account.
Each tool supports a real account management activity. Used together they build a complete picture of the customer — from the shape of the organisation to the plan for the next twelve months.
Turn account management into account growth.
Move beyond storing customer information and give your team a structured way to understand, protect and develop the relationships that matter most.
AccountMap
Visualise group structures, relationships and account connections.
AccountPulse
See account health, coverage and growth potential.
AccountPolitics
Map influence, supporters, blockers and internal dynamics.
GrowthPlan
Build a practical plan to retain and grow the account.
Map the account. Read the signals. Work the plan.
A practical sequence your team can complete for one important customer in an afternoon, then repeat across the accounts that matter.
Map the account
Use AccountMap to set out the organisation as it really is — parent companies, subsidiaries, sites and the connections between them — so everyone can see the full opportunity, not just the part you already sell to.
Read the signals
Use AccountPulse to assess health, coverage and growth potential, and AccountPolitics to understand who supports you, who blocks you and where relationships are missing.
Work the plan
Use GrowthPlan to turn what you have learned into objectives, actions, owners and timings — then review it as the account changes rather than filing it away.
Structured enough to create consistency. Simple enough that busy people keep it current.
What Sales Pulse shows at the Grow stage.
Sales Pulse is the measurement layer included with every Salespuzzle solution. Account Compass feeds it the account information that is usually missing — how healthy the customer base is, where revenue is concentrated and how much of the work of protecting it is actually being done.
Revenue at risk
How much revenue sits in a small number of accounts, and how exposed those accounts look on health and relationship coverage.
Retention and growth
Growth from existing customers alongside new business, so the contribution of the accounts you already have is visible.
Account coverage
Which key accounts are mapped, assessed and planned — and which important customers have had no structured attention.
Account work completed
The account activity your team is genuinely completing: maps built, health reviews done, plans created and actions closed.
Measure the health of the revenue you already have.
Sales Pulse brings the Grow stage into the same view as every other part of the commercial picture.
See how Sales Pulse works →How DataHub connects it.
DataHub is the shared commercial record included with every Salespuzzle solution. It holds the accounts, contacts, deals and actions. Account Compass adds the understanding that sits around those records — and writes the results back so the information stays in one place.
- Accounts
- Contacts
- Deals
- Actions
- Pipeline
- Group structure and connections
- Account health and coverage
- Influence, supporters and blockers
- Growth opportunities and whitespace
- Plans, owners and next actions
The account record and the account understanding in the same place.
Contacts mapped in AccountPolitics are the same contacts held in DataHub. Actions created in GrowthPlan appear alongside everything else your team is working on, and stay with the business when people change roles.
See how DataHub works →How Sales Coach guides you.
Sales Coach is platform-wide guidance, included with every solution rather than owned by any one of them. At the Grow stage it helps your team turn what the account tools reveal into the right next conversation.
- Where to start when an account has never been mapped
- What good relationship coverage looks like for an account of this size
- How to read a falling account health score before it becomes a renewal problem
- How to build a relationship with a blocker rather than avoid them
- How to approach a new decision-maker arriving in an existing account
- How to explore whitespace without damaging trust
- How to prepare properly for a renewal or review meeting
- How to keep a growth plan alive when the account changes
Guidance at the point the work happens.
Not another course to complete — practical direction while your team is working on a real customer.
See how Sales Coach works →Explore the sales productivity area of the demo.
The interactive demo is a working environment filled with realistic sample data, so you can see how the tools behave before you speak to anyone. It opens on the sales productivity area, which covers the day-to-day selling and account tools.
The demo cannot yet open directly on the Account Compass stage. Start in the sales productivity area to get a feel for the platform, then book a walkthrough and we will show you the account tools in detail.
No registration. Nothing to install. Sample data throughout.
See it in the sales productivity demo →£24.95 a month.
Account Compass is £24.95 a month per user, billed monthly, or £249 a year. Sales Pulse, DataHub and Sales Coach are included with every solution, so there is nothing separate to add for the reporting, the data or the guidance.
Prefer to talk first? A walkthrough takes about half an hour. We will show you the tools and discuss how they would fit the accounts you are trying to protect and grow.
- AccountMap
- AccountPulse
- AccountPolitics
- GrowthPlan
- Sales Pulse measurement
- DataHub commercial record
- Sales Coach guidance
- Ongoing platform improvements
Give your best customers the attention they are worth.
Half an hour, a real conversation about the accounts that carry your revenue, and a clear view of whether Account Compass would help. No obligation and no pressure.
Not sure which stage you need first? Compare the Salespuzzle solutions.