Encompass-CX vs Magnus Live Account Planning (Signals)

Encompass-CX is a web platform for B2B organizations managing strategic or high-value accounts. It measures relationship strength for each decision-maker through Buyer Equity, helping teams spot exposed revenue and risks that account-wide averages may miss. The platform compares account teams’ predictions about buyers with buyers’ feedback to identify misalignment. Its AI uses relationship gaps to suggest practical next steps and provide learning and coaching for account teams and managers. The CX AI Hub adds portfolio-level intelligence, trend tracking, segmentation, and the ability to send Buyer Equity data to Salesforce, HubSpot, or a data warehouse. Listed integrations also include Oracle Sales Cloud, Zoho, Pipedrive, Microsoft Dynamics, monday.com, and Marketo. The company states that Encompass-CX is SOC 2 Type II certified and GDPR compliant; listed safeguards include AES-256 encryption at rest, TLS 1.3 in transit, configurable US or EU data residency, SSO/SAML, and role-based access controls. Pricing is on request. A product article offers a free 30-day trial, though current trial terms are not displayed on the contact and pricing page.

Magnus Live Account Planning (Signals) is a web platform for managing important accounts between formal planning cycles. It brings account ambition, growth priorities, strategic direction, stakeholder intelligence, propositions, and market signals into a shared account plan. Teams can build a common understanding of stakeholders’ priorities, motivations, and decision roles, then coordinate actions across sales, business development, account management, marketing, and bid teams. Signals track changes among customers, competitors, and markets to help teams decide what may need a response. The platform can be deployed for must-win accounts, account clusters, an entire account book, or a portfolio across teams and regions. Magnitude, Magnus’s GTM Operating System, powers it by connecting account strategy, stakeholder intelligence, propositions, activation, and live signals. Magnus distinguishes the account plan from a CRM: it says the plan holds priorities and direction for what should happen next, while a CRM records what has happened. Pricing is on request. Magnus says its personal-data handling is subject to UK GDPR and the Data Protection Act 2018, and that client data processing is governed by client agreements.