Salesforce Account Planning: Turn Data Into RelationshipsÂ
Upland
MARCH 2, 2023
Sold on account planning but don’t know where to start? For many, account planning in Salesforce is a logical next step. After all, their sellers are already using Salesforce regularly. Crafting structured account plans complete with vital data from Salesforce makes it easier for sellers to get the full benefit of account planning methodologies and build better relationships.
Let's personalize your content