Intelligent Account Management for Maximum Retention
Unlock upsell & cross‑sell, engage proactively, and strengthen executive relationships.
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You can’t expand an account you barely know
No single source of truth on priorities, stacks, or the committee
Upsell & cross‑sell is ad hoc
Sellers don’t see complementary plays tied to current stacks, workloads, or priorities.
Reactive renewal cycles
Risk surfaces late, exec moves and budget shifts go unnoticed, expansions slip.
Single‑threaded relationships
Unknown influencers block late, lack of executive POVs to personalize communication and strengthen relationships.
Static plans
QBR decks go stale, research time crowds out selling, AM, CS and alliances work from different truths.
Give your team a growth engine, not a spreadsheet
Signals + plans + next best actions in one place
1
Identify Expansion Opportunities
Map upsell and cross-sell opportunities to business intentions, current product stack, and outsourcing workloads - surfacing attach, displacement, and integration plays automatically.
2
Executive Intelligence & Proactive Engagement
Get real-time alerts on renewals, M&A, partnerships, and executive movements. Leverage committee maps, influence indices, and public viewpoints to craft context-rich stakeholder conversations.
3
Quarterly Business Review & Plan Autopilot
Auto-build account plans and QBR summaries with financial, geo, and R&D insights - synced to CRM with shared tags and notes to keep AM, CS, and Alliances perfectly aligned.
EXPANSION BACKED BY INTELLIGENCE
Grow intelligently
Upsell & cross‑sell tied to live priorities and stacks.
Plan proactively
Act on objective triggers and update account plans with real-time signals
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Earn executive trust
Tailored talk tracks grounded in their stated goals.
Use Cases
Renewal Defense & Risk Alerts
Identify risk early (exec changes, budget cuts, stack replacement), prescribe save plays.
Upsell & Cross‑sell Mapping
Find complementary modules/services by stack & workload, quantify value, generate proposal language.
Services & Practice Expansion (IT Services)
Target workloads and locations where outsourcing and R&D footprint indicate near‑term demand.
Executive Access Programs
Build multi‑threaded paths with influence scores and event‑driven talk tracks, schedule value reviews.
Geo & Partner Attach
Add regions, practices, or ISV bundles where adoption and partner presence signal momentum.
QBR in a Click
Export a current, dedicated, signal‑backed plan for leadership and customer execs.
Enterprises do extraordinary things with Draup
Real stories. Real Success.
Powered by unparalleled global market data
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Impactful insights, delivered real-time
Access insights via APIs, custom feeds, or the Draup platform
APIs & Integrations
Best for
Embedding live insights in workflows without storing data
- Native integrations with 33+ CRMs, like Salesforce, Hubspot, Microsoft Dynamics CRM, etc.
- Real-time access to critical data
- Enhanced security and data Integrity
- Efficient API performance with flexible limits
- Low dev effort to feed existing workflows
Custom Data Feed
Best for
Analytics at scale & joining Draup with internal data
- Highly customizable feeds for workflow needs
- Scheduled pushes to data lakes/warehouses (S3, ADLS, BigQuery, SFTP)
- Scalable use cases with the data
- Integrates with internal data assets for co-pilots/agents
- Overhead to build custom models
Draup Platform
Best for
Fastest time-to-value,
no build required
- Ready-to-use UI with 200+ productized use cases & workflows
- Leverage visualizations & workflows to drive seller action with no overhead
- Enterprise controls: SSO, RBAC, governance
- Integrates UI & functionality into CRM apps
Frequently Asked Questions
What problem does this actually solve for AM leaders?
Turning scattered signals into a living growth plan, so you can systematically protect renewals and find upsell/cross-sell in every account.
How do you find upsell & cross-sell opportunities?
By linking Business Intentions, current tech stack (started/stopped), outsourcing/workloads, footprint, and industry use cases to complementary products/services with clear reason codes and suggested bundles.
Can you warn us about renewal risk early?
Yes. Alerts on exec moves, budget/strategy shifts, stack replacements, vendor changes, and (optionally) first-party adoption or ticket trends, so save plays start months before renewal.
How is this different from a generic health score?
Health scores are often trailing. We add external, objective signals (market, account, buyer) and tie them to next best actions your team can take now.
Will it map the actual buying committee?
Yes. Org charts, influence & opportunity scoring, adjacent stakeholders, public viewpoints/events, and executive talk tracks to multi-thread effectively.
Can we manage executive relationships?
Track sponsors, meeting cadence, commitments, stakeholder aspirations, and succession risk; generate exec briefing packs for QBRs/EBRs.
How are plans kept current?
Plans auto-update with new signals; every change carries a reason code and source. Export QBR-ready summaries in a click.
How do you prioritize where AMs spend time?
An NRR Priority Score blends renewal proximity, expansion potential, risk drivers, and exec coverage to produce Top-N watchlists per region/owner.
Do you support partner/ISV attach or services expansion?
Yes. Identify attach and replacement plays from install base + started/stopped signals; layer outsourcing/workloads for services and practice growth.
Which KPIs should move?
NRR/GRR, renewal win rate, expansion revenue/ACV, product breadth per account, expansion cycle time, forecast accuracy, account penetration, cost-to-serve.
Where does the data come from?
Multi-source, corroborated industry, account, and buyer data (public/licensed/partner) plus your first-party usage/support/CS notes if you connect them.
What integrations are supported?
Push plans, scores, buyers, tasks, and notes to CRM; connect CS/engagement tools and data warehouses; field mappings reflect your objects and governance.
Is it explainable to reps and execs?
Every alert/score includes why it fired, when, and the recommended play - no black boxes.
Is it enterprise-ready and compliant?
GDPR-aligned, role-based access, SSO, audit trails, and source attribution. Data visibility can be restricted by region/team.
How do we measure ROI?
Before/after on renewal risk detected early, save rate, expansion rate & ACV, time to build plans/QBRs, stage velocity, and forecast variance.
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