01
Start with the account ranking.
See which accounts deserve attention. Sales Priority, Qualification, Opportunity and Customer Lifetime Value stay distinct.
← HomeMake your next
Matrix
Make your next
account decision clear.
Rank prospects using criteria that reflect your business. See product fit, commercial opportunity, sales priority and Customer Lifetime Value separately.
Request a walkthrough02
Open the account decision.
Bring the company assessment and product decisions together before planning your approach.
03
See which product fits.
Compare products within the account. Here, EHC has Medium qualification and High opportunity. It is the selected lead product.
EHC · Medium qualification
High opportunity · High priority
04
Understand why it comes first.
Read the saved explanation. This account follows EHC’s High priority; company qualification is a separate assessment.
MatrixFollow the story ↓
EHC · Medium qualification
High opportunity · High priority
Find the accounts
that fit your approach.
Assess accounts against the criteria that matter to your products.
Tailor criteria to your approach.
Use your qualification and opportunity criteria to assess product fit.
Keep your priorities in view.
Keep product fit, opportunity, sales priority and Customer Lifetime Value in view as you decide who to approach.
Your business sets the criteria.
Use the account ranking to plan your outreach. Open a decision to see the evidence and explanation behind it.
Need help taking it forward? Explore managed support.Discuss your setup
Tell us what you need. We’ll walk through the relevant tools and discuss your setup.
WEB3MEET IKE is the company behind My Productivity Tools. We build tailored sales tools and provide hands-on commercial support.
info@myproductivitytools.app