Account Planning

Do you have a sales template to help WIN BIG DEALS?

Account Plan Pro for Salesforce.com is sales planning template for strategic account planning. It guides sales people in salesforce account planning; identifying high-leverage opportunities, strategies and tasks and building a path toward quota attainment and deep account penetration.

These plans are ideal for strategic account reviews and save time re-entering data and provide one place to review and fine-tune the plan. It is best for salespeople/ account managers who manage a few key/ strategic accounts and are engaged in proactive selling.

Create an Account Plan, including:

• Goals & strategies for their achievement
• Key opportunities and strategies to win
• SWOT analysis
• Sum all open and closed opportunities
• Calculate pipeline needed to achieve goal
• Automatically bring in opportunities
• Connect strategy to action
• Reports and Dashboards to track progress

Benefits

• Improve account penetration
• Ramp up quickly and easily
• Manage and guide progress
• Great Value (see pricing page)

See screenshots of Account Plan Pro.

Learn more and try Account Plan Pro at the SalesForce AppExchange.

For more on features, Salesforce.com editions and pricing, see the pricing page.