Chief Marketing Officer at DemandFarm
Sales Account Planning is one of the most important sales tasks that is mostly executed outside of Salesforce. The complexity increases, because there are a lot of third-party integrations necessary.
To optimize this, the sales team must be empowered with key account management software to execute account planning within Salesforce. An ideal account planning process and software native to Salesforce enables you to make the best strategic decisions for your organization while simultaneously tracking active opportunities and making forecasts about future trends.
Find out more about what Salesforce Account Planning looks like and the core benefits of this.