Account Planning Template
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Salesforce Team Selling
Salesforce Opportunity Teams: Opportunity teams, new-logo teams, or however you identify the people responsible for winning new or expansion business in Salesforce are powerful features that allow sales reps to collaborate and share information about sales opportunities. The opportunity team in Salesforce typically consists opportunity team of a variety of different roles, such as…
The Benefits of Using Native Salesforce Applications
Salesforce is a pioneer in the technology sector, they’ve created one of the most comprehensive yet intuitive CRMs to date. Whether you have 20 or 20 thousand employees, there’s a genuine chance you’re using Salesforce as your CRM. On top of being a world-class CRM, Salesforce also has an expansive app marketplace, where thousands of…
How to Hit Quota with Opportunity Management
Opportunity management – a term thrown around by sales and operations professionals with vastly different meanings depending on the company. Sales teams have a lot to juggle when it comes to managing their pipeline. How do you ensure your reps are building support within the account and getting wide enough to ensure a higher level…
5 Features of an Effective Relationship Mapping Tool
Recent studies show that 85% of businesses attribute an increase in growth to key account management and relationship mapping efforts. If you’re looking to improve your company’s bottom line, a good place to start is by investing in a quality relationship map tool. This checklist will help you make the best possible purchasing decision for…
Keys to Retain and Expand Your Top Accounts in 2023
Even though it’s probably the last thing any seller or sales leader wants to think about right now, the end of 2022 is rapidly approaching. The next few months will determine if quotas are hit and if enough pipeline is generated to ensure a strong beginning of the year. With a recession looming over the…
How to Better Align Sellers and Leadership
Alignment Plays Into Success As a seller, your ultimate goal every month or quarter is to hit your quota. When that happens, not only does your team benefit but typically so do you and your family through commission and accelerators. The same can be said about sales leaders, where you don’t typically have quotas…
Improving Forecasting Accuracy Using Salesforce
Sales managers often have trouble accurately “nailing” their forecasting on a monthly or quarterly basis because there’s no true standardized way to forecast. It’s trusting your sales team and understanding the structure of your most lucrative in-play deals. Past that, there’s not much more you can do to improve forecast accuracy. Or is there? No…
3 Tips for Account Planning in Salesforce
The Myth of Account Planning Most people relate account planning to something like a quarterly business review (QBR), where sellers and leaders will give an in-depth presentation on the state of their top accounts. It’s typically very comprehensive and requires heavy lifting on the end of the account owner (whether that be an Account Executive…