Sales account planning with Salesforce
Sales account planning with Salesforce
What is account planning?
Account planning is a strategic playbook for sales teams to collaboratively strategize wins and retain business from specific customer accounts. It involves gathering detailed information about an account, such as their business goals, challenges, decision-making processes, and competitive landscape.
Key features
Import Salesforce data: Seamlessly import Salesforce Accounts, Contacts, Leads, and more into this template with Salesforce for Miro.
Three-step process: Visualize your account planning in three steps: Account Overview, Account Plan, and Account Map.
Template breakdown
Account overview: Map out key information about your customer account.
Account plan: Chart your team's ongoing and planned actions for winning this customer's business.
Account map: Outline who your leads are and how they could help or block you from closing deals.
Who should be involved?
Account planning is typically done by a team of individuals to ensure all relevant perspectives are considered and the plan is aligned with the overall sales strategy.
Account executives: Manage the overall account relationship and execute the sales strategy.
Sales managers: Provide guidance and support to account executives and oversee the account planning process.
Marketing representatives: Contribute insights into the target market, competitive landscape, and messaging.
Customer success managers: Provide input on customer needs and challenges.
Subject matter experts: Offer expertise on the product or service being sold.
Why use the Sales account planning with Salesforce template?
Through account planning, your team should understand your customers better and tailor your approach accordingly.
Deep customer understanding: Gain a comprehensive understanding of the customer's business, goals, challenges, key stakeholders, and their decision-making processes.
Tailored sales strategy: Develop a customized sales strategy that addresses the customer's specific needs and pain points.
Stronger relationships: Build stronger relationships with key decision-makers within the customer organization.
Increased sales effectiveness: Prioritize accounts with the highest potential for success to drive revenue growth.
Additional resources
To know more about ServiceRocket and our technology-enabled services, visit: ServiceRocket.
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