Key-account sales
For key-account projects that run for months, the decision chain, quotes, and history all settle into one traceable relationship graph.
Key accounts run long, but the information is scattered everywhere
One project has run for eleven months; you have met a dozen people and sent three versions of the quote. The customer suddenly asks about a detail you promised six months ago, and you dig through email, WeChat, and notebooks but cannot piece the full picture back together.
Who on the decision chain supports you, who is waiting, who just changed roles: it only exists in your gut.
“The deal is this big; I cannot bet it on memory.”
Turn long-cycle projects into one relationship graph
Say a few sentences after each visit, and Youdian pins the people, events, and quotes onto the project timeline. Proposals and quotes break down into knowledge cards, so when the customer asks about something from six months ago, you pull up that version in a second. The decision chain grows into a relationship graph, and when someone's stance shifts, there is a trail to follow.
- Relationship graph reconstructs the full decision chain
- Project timeline runs through the whole cycle
- Quotes and files are traceable anytime
- AI recaps the full customer picture in seconds
Find the use case that fits you
Book a demo and we will give you practical advice based on your sales scenarios and team size.