Account Plan Pro
Build Your Strategic Account Plan within Salesforce
“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
With Account Plan Pro, your team will more effectively generate and execute your strategic account plan. From within your Salesforce environment, you can see what is happening with your key account management, opportunities and sales funnel.
It works with Lightning and Classic User Interfaces. Access it anywhere, anytime you get on the internet… in your office or via mobile.