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Account Planning

QBR Checklist for Customer Success

Ensure you’ve got every important metric needed for your next business review, including monthly recurring revenue, gross retention, customer churn rate, and why each is important to tell the story of your quarter.

Account Planning

Essential Guide to Sales and Revenue Operations

The need for experienced sales and revenue operations professionals is in greater demand than ever. Check out this guide to explore the ways sales and revenue operations teams can help drive new business outcomes.

Account-Based Selling

Building the Business Case for Account-Based Selling

Salesforce customers that want to transform experiences for buyers, sellers and marketers are looking beyond their trusted CRM to include account-based selling tools. Learn how in this guide.

Account Planning

Essential Guide to QBRs for Customer Success

Ensure you’ve got every important metric needed for your next business review, including monthly recurring revenue, gross retention, customer churn rate, and why each is important to tell the story of your quarter.

Account Planning

Essential Guide to Native Salesforce Key Account Management

Fearless sales and marketing leaders use key account management to drive sales velocity and boost performance, natively in Salesforce.

Digital Content Management

Remote Selling Resources

We’ve rounded up the best pieces of our remote selling content for sales and marketing teams. Upgrade your outreach strategy and internal processes.

Account Planning

Essential Guide to Relationship Mapping

This relationship mapping essential guide will walk you through the key components of creating a dynamic org chart like a pro.

Key Account Management

QBR Metrics Checklist

Ensure you’ve got every important metric needed for your next business review, including pipeline coverage, deal slippage, average profit margin, and why each is important to tell the story of your quarter.