Accord

““I was essentially asking Taylor’s team to do sales homework,” explains Bayley. “Now with Accord, I can report on how things are going without interrupting their flow and they can focus on spending their time where it matters — with the customers.””

“We want to copy everything you do. Your onboarding process is on point.”

“Accord guides our team through all of our processes and outlines their tasks at any given time. It allows us to teach in a structured, organized way which makes training new hires a breeze,” says Steven. “It also made the entire transition 1000 times easier for us!”

“Every single customer we onboard gets immediately invited to Accord,” says Steven. “Accord is our one-stop-shop to manage implementation. Within the platform, we set goals, store all of our necessary resources, and clearly outline every next step.”

“A Google sheet means you’re linking out to other places. This requires a ton of email follow-ups, and it isn’t scalable,” says Steven. “We also spent a lot of time finding resources and collating them for customers. We felt like there had to be a better way.”

“Accord has a beautiful, easy-to-use interface that our customers love. Each time we’ve surveyed our customers on their experience, they’ve consistently rated Accord five out of five. Additionally, Accord helps us enforce our standards because my team is always able to stay on top of their responsibilities. They always know exactly what they need to do next and how far along they are in the process.”

“As Georgina puts it: "If I can keep up to date with a lean enablement function supporting a rapidly scaling sales team, that says quite a lot."”

“"I don't care where you update it," Georgina explains. "If you're in Accord and remember a pain you hadn't identified before, throw it in, because I know it's going to update everywhere."”

“"We can't expect reps to live in 4 different tools for small things," Georgina explains.”

““I’m a firm believer in meeting sellers where they are. We can't expect them to be seasoned marketers. I started my life as an SDR, and I know from direct experience.””

“Now when it comes to deal reviews, if a rep doesn’t have a plan in Accord with their customer, we ask, why not?”

“We needed a tool like Accord to build out these scalable processes.”

“People love it. Customers say, ‘I can’t believe you’ve put all this work into creating this personalized space for me.’”

“We decided to use Accord because it supports the buyer as much as it supports the sales reps. There aren’t a lot of tools that do that.”

“The thing that used to keep me up at night was unpredictable forecasting," explains Brogan. "With Accord, that stress is gone. When customers are invested in collaborating toward their strategic goals, I can more confidently predict key swing deals each quarter. Before, it was just spreadsheets with numbers and dates the reps put in. I just couldn't trust one-way action plans because I did not have visibility into whether the customer was also engaged and in agreement with the goals and timelines. Accord removed that guesswork.”

“If someone's highly engaged in Accord, we know we have an engaged customer working toward a shared goal and outcomes," says Brogan. "It has sharpened our ability to forecast because we're not wasting time on deals where there's no real strategic alignment.”

“Accord creates dual accountability, which keeps both sides aligned on key business milestones,” he explains. “Our prospects and customers appreciate it because it helps them tie timelines and outcomes to key business events, accelerating their internal processes. For Freshworks, it drives greater revenue and post-sale resource predictability, while keeping deals on track.”

“We wanted to partner with a company that could help make Freshworks truly strategic to our most important enterprise accounts," explains Brogan. "It wasn't just about winning deals—it was about accelerating our path to C-level relevance to get our prospects bought into the value we provide faster.”

“What started as a pilot became viral at Freshworks. Reps realized it helped them become differentiated as strategic partners, and customers loved that we were helping them manage key C-level projects and timelines—all while giving leadership insight into our most strategic deals.”

“When customers share their strategic priorities and invest in collaborating toward shared goals, we become a trusted advisor—not just another vendor.”

““I always know what’s new, how to get the most out of each feature, and I genuinely look forward to our monthly one-on-ones.””

““I love how the playbooks are pre-set,” he shares. “Not every onboarding is the same, so we appreciate being able to customize everything for each account, especially when it comes to resources and upsell features.””

““We didn’t have a defined system to track customer progress or hold anyone accountable. Emails were getting lost, tasks were missed, and timelines were slipping. Customers were business owners trying to implement FieldPulse on top of running their companies — we needed to make things easier, not harder.””

“I really like the engagement tab. You get to see how much prospects are looking at Accord and what they're looking at,”

“The Accord team has been super hands-on, willing to build their product roadmap alongside us as we continue to roll out to more teams.”