Getting Started
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      The Basics of Accord

      This articles covers everything that you need to know to get started with Accord.

      Overview


      This article is intended for Account Executives and Customer Success Managers.

      What Is an Accord?

      An Accord is shared workspace between you and your customer.

      Think of an Accord as an Opportunity or Deal – but customer-facing. An Accord is meant to guide you, your customer, and any other stakeholder through your Sales/Onboarding process.

      Screenshot 2023-12-06 at 7.21.15 PM

      The main sections of an Accord are as follows:

      1. Summary - The Summary page acts as an overview of your deal. Align your customers on why they are working with you, and drive urgency.
      2. Next Steps - The Next Step page is a collection of Stages and Steps. Agree on what needs to get done to get from point A to point B – and hold each other accountable.
      3. Resources - Create a repository of all the resources your customers need to purchase or onboard or work together.
      4. Team - Map out who is involved in your partnership and bring them into your shared workspace.
      5. Engagement - See exactly who's going what in your Accord. All activity from both your team and your customers are logged here.
      6. Deal Execution Score - The Deal Execution Score page quantifies how well you're executing on your process, and show you the components of a perfectly-executed deal.

      Navigating the Accord Workspace

      Upon logging into Accord, you will see the following icons in the navigation bar on your left-hand side:

      Accords

      This is where your Accords live. You can see your Accords, as well as your teammates'.

      Playbooks

      Playbooks are templates for your team's Accords. Your leadership team will turn your unique go-to-market process into a Playbook for you to use.

      Please refer to this helpful article to build your own 10/10 Playbook.

      Library

      There are three different kinds of library objects: Resources, Stages, and Steps. 

      You can pull any library object into an Accord, which will help you build Accords faster a-la-carte.

      Notifications 

      You can find all Accord-related notifications in this section (as well as your email inbox).

      Setting Up Your Profile

      Accord is a customer-facing platform, and therefore, setting up your profile properly is absolutely paramount.

      In order to customize your profile:

      1. Click your avatar in the bottom-left hand corner of the Accord screen
      2. Select "Settings"

      From there, you can do the following to enhance your profile:

      1. Add your first and last name
      2. Add a profile photo - Put your best foot (or face) forward for when your profile is displayed to your customers.
      3. Include your job title
      4. Include optional, additional details, like your phone number, LinkedIn URL, and meeting scheduler URL
      5. Connect your Accord profile to your CRM profile (RECOMMENDED) - Accord is highly integrated into your CRM, and establishing the connection allows you to view/edit details in your Opportunities/Deals directly from your Accord.

      Next Steps

      When you're ready to create your first Accord, please refer to this helpful article.