If you're staring at a blank screen in Revegy and wondering how to build an account plan that actually helps you close deals (instead of just ticking a box for management), you're in the right place. This guide is for salespeople, account managers, and anyone who's tired of vague instructions and wants real steps to follow.
Let's walk through how to use Revegy to build a strategic account plan that you (and your team) will actually use.
Step 1: Get Clear on Why You’re Building This Plan
Before you touch a single tool, decide what this plan is for. Are you trying to win a new deal, protect a key relationship, or grow revenue in a big account? Don’t skip this. If you’re just filling out boxes because your boss told you to, you’ll end up with a plan you never look at again.
Pro tip: Write down the main goal of the plan in a sentence or two. Keep it in front of you as you work.
Step 2: Set Up the Account Workspace in Revegy
Revegy calls each account a "workspace." Here’s what you need to do:
- Go to your account list and select the right company.
- If you don’t see it, create a new account workspace.
- Invite your teammates—don’t do this alone if you can help it.
- Double-check you have the right permissions. Some stuff is locked down if you’re not the account owner.
What to ignore: Don’t waste time filling out every field just because it’s there. Only enter what you know and what’s useful.
Step 3: Map Out the Stakeholders (People Matter Most)
Revegy’s Relationship Map is one of its best features, but it’s easy to overcomplicate. Here’s how to make it work for you:
- Add all the key people you deal with (and a few you don’t, but should).
- Mark their roles: decision maker, influencer, blocker, etc.
- Rate your relationship—be honest. If someone barely knows your name, don’t mark them as "strong."
- Draw lines to show who influences whom. This isn’t just for show; it helps when deals stall.
Pro tip: Only update this map when something actually changes. Don’t let it become a graveyard of outdated org charts.
Step 4: Document the Customer’s Priorities (Not Just Your Pitch)
This is where most account plans go wrong. Revegy has a place for "customer priorities" or "initiatives"—don't just paste in your product’s value props.
- Talk to your customer, or dig up notes from past calls.
- Write down, in their words, what they’re trying to accomplish this year.
- Link each priority to the right stakeholders on your map.
Honest take: If you can’t fill this out, you probably don’t know the account well enough. Go back and ask real questions.
Step 5: Build Out the Opportunity Map
Now, connect what you’re selling to what the customer cares about. In Revegy, you do this in the Opportunity Map:
- Create a separate opportunity for each real sales motion (don’t lump everything together).
- For each, note:
- The solution you’re offering
- The business problem it solves (again, their words)
- The current status (open, in progress, stalled, etc.)
- Value estimate—be realistic, not optimistic
- Link each opportunity to the stakeholders and priorities it touches.
What works: The Opportunity Map is only as useful as it is specific. Generic “grow the account” opportunities go nowhere.
Step 6: Identify Gaps and Risks
This is where Revegy can actually help you see what’s missing:
- Use the Relationship Map and Opportunity Map side by side.
- Ask: Where are the weak links? Are there decision-makers you don’t know? Are there priorities no one has tied to your solution?
- Mark risks directly in Revegy. Don’t sugarcoat it—call out if a competitor has the inside track, or if a key contact is leaving.
Pro tip: The best account plans are honest about what could go wrong. If your plan looks too perfect, it’s probably useless.
Step 7: Set Actionable Next Steps (and Assign Owners)
A plan without action items is just a document. In Revegy, you can set tasks or “action items” right in the workspace:
- For each gap or risk, write a clear next step (e.g., “Meet with Jane in Finance by April 30”).
- Assign real owners—don’t just dump everything on yourself.
- Set deadlines, but keep them realistic.
- Focus on actions that move the deal forward, not just “check-ins.”
What to ignore: Don’t create busywork. If an action won’t help you win, protect, or grow the account, skip it.
Step 8: Review, Share, and Actually Use the Plan
Here’s the part most teams ignore: making the plan a living document.
- Book a recurring meeting (monthly or quarterly) to review the plan with your team.
- Update it when something real changes—not just for the sake of it.
- Share the plan with leadership, but don’t let it become a “gotcha” tool. If you’re honest about risks and gaps, you’ll get better support.
Honest take: If you’re the only one looking at the plan, it won’t work. Make it a team sport.
What Works (and What Doesn’t) in Revegy Account Planning
What works: - Using the Relationship Map to cut through politics when deals stall. - Tying every opportunity back to a customer priority. - Calling out real risks so you can address them early.
What doesn’t: - Filling every field just to hit “100% complete.” - Treating the plan as a one-time homework assignment. - Using Revegy as a CRM replacement—it’s not built for that.
Ignore the hype: No tool can replace real conversations with your customer. Revegy helps you organize, but it doesn’t do the work for you.
Keep It Simple and Iterate
The best strategic account plans are the ones you actually use. Don’t get caught up in making it perfect—get the basics right, work with your team, and update things as you learn. Revegy’s there to make your job easier, not harder. Start small, and build from there.
Now, get out of the tool and go talk to your customer. That’s where the real value is.