nBold for Key Account Management

Empower your Account teams

nBold helps Account teams structure the way they work with each customer by providing them with
ready-to-go workspaces containing pre-built data, tools, and key resources.

Get the Same Level of Execution

Build strong relationship with each of your key accounts and turn your sales frameworks into actionable Collaboration Templates.

Manage Flexible Collaboration

Build your own Collaboration Templates with unique content. Everything needed in one place – from docs to integrated apps.

Connecter Everyday Apps

Integrate your most used apps that your sales managers use for account collaboration.

Structured workspaces

From one account to another

Forget about ineffective communication, mess in messages and information perte. Get pre-built collaborative workspaces where your team member will know exactly how to share project details, updates, and expertise.  

Account Management Team Structure
Structured workspaces

Modèles de fichiers

Just fill them out

Provide your sales team with file templates and ensure that the documentation that goes out to your customers has a consistent format according to your organizational policies.  

Comité des tâches

They know what to do next

Make sure your team knows exactly what to do when a new account is created. Build your own set of tasks for repetitive processes and get everyone involved 

Comité des tâches
Executive guidelines

Executive guidelines

Simplifier leur travail

Fournir à votre équipe ventes guidelines, execution frameworks, document library, and autres ressources. Everything that may simplify their work and streamline collaboration.

Applications intégrées

Gagner du temps et de l'argent

No need to jump from one software to another. Track sales funnels, build reports, share information from your CRM and connect any of your internal apps right in one place.  

Intégration de Smartsheet, Trello, Miro, Salesforce, HubSpot, pipedrive, Dynamics 365 et Microsoft Teams

Structured workspaces

From one account to another


Forget about ineffective communication, mess in messages and information
 perte. Get pre-built collaborative workspaces where your team member will know exactly how to share project details, updates, and expertise.

Account Management Team Structure
Structured workspaces

Modèles de fichiers

Go out docs have consistent look

Provide your sales team with file templates and ensure that the documentation that goes out to your customers has a consistent format according to your organizational policies.  

Comité des tâches

They know what to do next

Make sure your team knows exactly what to do when a new account is created. Build your own set of tasks for repetitive processes and get everyone involved 

Comité des tâches

Executive guidelines

Simplifier leur travail

Fournir à votre équipe ventes guidelines, execution frameworks, document library, and autres ressources. Everything that may simplify their work and streamline collaboration.

Applications intégrées

No more switching

No need to jump from one software to another. Track sales funnels, build reports, share information from your CRM and connect any of your internal apps right in one place.