Get Your Opportunity
and Account Planning Score
Are you properly planning for success in sales? Use this scorecard to find out where you stand and how you can improve.
You have a process in place, but it’s not really outlined specifically into steps. Each team member may do things differently, and they are siloed in their approach to how they find opportunities and how they upsell in current accounts.
You work together on opportunity and account planning, and you have a CRM where you hold all of that information. You work as a team and things are going smoothly… yet deep down you know there are still gaps in your system that could cause you to miss potential pipeline.
Account planning - you do this in your sleep! You know the ins and outs of opportunity planning and discovery, and how to analyze each account to squeeze every dime out of each deal. You’re living inside of your CRM each day and working as a team to reach bigger deals faster.