Strategic Account Planning - Force.com Labs - AppExchange

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Strategic Account Planning

App by Force.com Labs 1/8/2006

Strategic Account Planning for AppExchange is an application that helps sales managers and executives collaborate, plan, and manage goals and strategies for penetrating strategic accounts.

4.2

out of 5

(6 reviews)

Highlights

  • Integrated Account Planning - Increase revenue and penetration of strategic accounts
  • Multiple Strategies for each Account - Implement best practices and effective planning processes
  • Plan Activity Management - Coordinate sales team activities and goals

Pricing

  • Free
  • FREE!! from salesforce.com
    •

Description

Strategic Account Planning is used by both sales managers and executives for creating and managing account plans and the associated strategies and execution tactics for these plans. Typically, the planning process is performed 1-2 times per year and is used only for strategic accounts where a company makes the decision to proactively target an account.

Strategic Account Planning contains two primary modules: Account Plans and Strategies. Account Plans are tied to specific accounts and contain the overall objectives for the account such as the revenue targets, account goals, strengths, and challenges. For each plan there is a set of strategies that define how the account owner will meet the revenue targets by selling specific products to specific divisions, departments, or people in the account. Successful progress of a strategy typically results in the creation of an opportunity.

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Terms & Conditions

THIS APPLICATION IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS "AS IS" AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT OWNER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, CONSEQUENTIAL OR SIMILAR DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS APPLICATION, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

SUBJECT TO THE FOREGOING, THIS APPLICATION MAY BE FREELY REPRODUCED, DISTRIBUTED, TRANSMITTED, USED, MODIFIED, BUILT UPON, OR OTHERWISE EXPLOITED BY OR ON BEHALF OF SALESFORCE.COM OR ITS AFFILIATES, ANY CUSTOMER OR PARTNER OF SALESFORCE.COM OR ITS AFFILIATES, OR ANY DEVELOPER OF APPLICATIONS THAT INTERFACE WITH THE SALESFORCE.COM APPLICATION, FOR ANY PURPOSE, COMMERCIAL OR NON-COMMERCIAL, RELATED TO USE OF THE SALESFORCE.COM APPLICATION, AND IN ANY WAY, INCLUDING BY METHODS THAT HAVE NOT YET BEEN INVENTED OR CONCEIVED.
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