checklist

Enable Effective Account Planning and Tracking in Your CRM

Successful sales organizations use account planning as the foundation of consistent, reliable growth. However, chances are that your account planning process feels shaky and disconnected, like a house without a solid foundation. You’re not alone. Most organizations don’t have a solid account planning process. In fact, more than half don’t take advantage of account planning at all.

One reason why? Because most account planning is done using a series of offline tools or templates – most of which aren’t connected to your system of record: the CRM.

If you believe that quota attainment and revenue growth are built on solid account plan execution, then it’s time to take a closer look at how you construct them, from the ground up. Read our use case checklist to discover the tools and capabilities you need to properly create, track, measure, and enhance your annual account plans throughout the entire year.

 Read the use case checklist