Account Plan Pro
Straightforward sales account planning within SalesForce.com
“Over each of the last 3 years we have achieved double-digit sales growth. Account Plan Pro has assisted us in applying critical thinking to our Account Plan Process and has contributed to more effective management of our accounts.”
Dave Thomas, Director of Sales
American Institute for Chartered Property Casualty Underwriters and the Insurance
Shifting from reactive to strategic account planning produces results. Account planning leads to deeper customer relationships, winning new accounts, penetrating new business units and opportunities in existing accounts.
With Account Plan Pro, your team more effectively generates and executes strategic account plans. From within your SalesForce.com environment, you can see what is happening with your accounts, opportunities and sales funnel.