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Dealtree helps you turn account research into a clear sales strategy. Instead of spending hours collecting scattered information, guessing the company structure, and trying to figure out who matters in a deal, Dealtree gives you a structured workspace for each target account. The key benefits of Dealtree are:

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Faster account research

Dealtree helps you create an account using a company domain and quickly gather useful account intelligence. This reduces the time spent manually researching companies and stakeholders.

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Clearer org visibility

Dealtree helps you view the organization structure of a target account so you can understand departments, roles, and reporting relationships more clearly.

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Better stakeholder mapping

Dealtree helps you identify people who may influence the buying process, including decision-makers, champions, end users, technical buyers, blockers, and procurement or legal contacts.

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Buying committee coverage

Dealtree shows which buying committee roles are covered and which roles are still missing. This helps you avoid over-relying on one contact and gives you a clearer view of deal risk.

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Multi-threaded sales planning

Dealtree helps you build a multi-threaded approach by showing who to engage, why they matter, and what role they may play in the deal.

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Actionable next steps

Dealtree can generate an action plan based on the account, org chart, buying committee, seller context, and account notes. This helps you move from research to execution faster.

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Better deal preparation

You can use Dealtree before discovery calls, demos, follow-ups, pipeline reviews, and deal strategy meetings to understand the account more clearly.

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Centralized account intelligence

Dealtree keeps account details, notes, org chart, buying committee, and action plan in one place. This makes it easier to review, update, and share account context with your team.

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More confident sales execution

By helping you understand who matters, what role they play, and what to do next, Dealtree gives you more confidence when working on complex B2B deals.