Start 30 Day Free Trial Now
Account Planner is a native app on Salesforce and MS Dynamics that gives you a
visual landscape of your business within an account
Know your account
Where have you won, where are active
opportunities, where is the competition and
therefore where you can grow
Plan for growth
What is the background, what is your action,
set and track goals.
View your existing opportunities, businesses and dead end areas at a glance.