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How it Works

Account planning has never been easy.

Until Now.

Jarbiz is the ultimate account planning tool for Enterprise Sales Teams.

Choose Target Accounts

Submit the target account(s) that you are interested in creating account plans for.

Choose or Build a Template

Build your own account plan template or choose a pre-built one while Jarbiz maps out the required data.

Generate Account Plan

Done!
Your account plan is created based on the mapped data and chosen template.

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How it Works

Impactful marketing solutions for business

Content Creation

Stand out with our captivating content creation services, tailored to engage today's digital audience

Marketing Analytics

Our platform empowers informed decision-making, tracking campaign performance, and ROI

Journey Optimization

Use customer data to deliver personalized messaging and content, enhancing engagement

The Ultimate Account Planning Solution

The one tool you need to create actionable account plans without all the manual work involved in traditional planning.

Spend time executing, not doing research.

Analyze Data

Leave no data behind

Have Jarbiz scour third-party platforms such as Zoominfo and LinkedIn to paint a clearer picture of your target logo and relevant stakeholders.

 

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Gathering Data

Tailor it for you

Connect your CRMs and sales management tools.
Jarbiz builds account plans molded to your organization, solutions, and goals.

 

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Businessman Giving a Keynote

Uncover actionable insights

A holistic data map gives way to insights and strategies where the path to a point of maximum mutual gain between buyer and seller is revealed.


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Jarbiz as a Copilot

Dive deeper into your data ecosystem with the Jarbiz Copilot.

Interactive Intelligence

Interactive Intelligence

Interact in natural language, explore data relationships, and uncover hidden opportunities.

Strategic Support

Strategic Support

Formulate custom outreach messages, meeting preparation briefs, or perform competitive analysis.

15k+
Customers of Elevate
200%
Daily active users
300%
Daily active users
Frequently Asked Questions
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How does Jarbiz pricing work?

Jarbiz is priced in tiers depending on the combination of the number of annual account plans and the amount of data being mapped. 

We can also make custom accommodations for larger enterprises; talk to us!

We have specific security requirements that are not covered on your site - can you accommodate them?

Yes! Reach out to our team and we can work with you to scope your specific requirements and ensure Jarbiz is set up and used in a compliant way. 
Check out our Security Page for current certifications.

What kind of support do you offer?

We offer white glove support as standard. We will work closely with you through the onboarding process, you will have a dedicated account manager, and for larger customers we can set up a direct connection via Slack or Teams.

How accurate is the information in the account plans?

The data that is used to build the account plans come from one of three; source company data that is publicly released, data from third party platforms like LinkedIn, or your internal data that you can choose to integrate to build the account plans.
Jarbiz does not use any information that is not given to it.

Enterprise Account Plans on Demand

Access actionable, in-depth account intelligence without the hassle of manual research. Build smarter strategies and close deals faster.

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Security & Compliance