Zion Tech Group

Account Planning in Salesforce: Unlock Revenue from Big Customers to Turn Them into BIGGER Customers


Price: $29.95
(as of Dec 17,2024 15:45:23 UTC – Details)




ASIN ‏ : ‎ B00BU6POH2
Publisher ‏ : ‎ Oak Tree Press; First edition (March 13, 2013)
Publication date ‏ : ‎ March 13, 2013
Language ‏ : ‎ English
File size ‏ : ‎ 6168 KB
Text-to-Speech ‏ : ‎ Enabled
Screen Reader ‏ : ‎ Supported
Enhanced typesetting ‏ : ‎ Enabled
X-Ray ‏ : ‎ Not Enabled
Word Wise ‏ : ‎ Enabled
Print length ‏ : ‎ 152 pages


Account planning is a crucial strategy for maximizing revenue and building strong relationships with your big customers. In Salesforce, you can leverage account planning tools and features to unlock even more revenue potential from your big customers and turn them into even bigger customers.

One key aspect of account planning in Salesforce is using the Account Insights feature to gain valuable insights into your big customers. By understanding their needs, challenges, and goals, you can tailor your sales approach to better meet their expectations and drive more value for them.

Another important feature in Salesforce for account planning is the Opportunity Scoring tool. This tool helps you prioritize your opportunities with big customers based on their potential revenue and likelihood of closing. By focusing on high-scoring opportunities, you can maximize your sales efforts and drive more revenue from your big customers.

Additionally, Salesforce offers account planning templates and guides to help you create a strategic plan for each of your big customers. These templates can help you identify key stakeholders, set goals and objectives, and outline a roadmap for success with your big customers.

By leveraging account planning in Salesforce, you can unlock revenue from your big customers and turn them into even bigger customers. With the right tools and strategies in place, you can build stronger relationships, drive more value, and ultimately grow your business with your most important customers.
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