Introducing Account Planner — a critical feature for account-level planning and whitespace management.
Account Planner
Account Planning is critical for sales teams, as it drives a united and strategic approach for understanding customer needs, managing the political landscape, and uncovering new opportunities. Aligned with Force Management’s Command of the Plan® methodology, Account Planner brings account planning disciplines to Salesforce through the lenses of:
-
Economic Landscape - what is the business environment in the account, that the team needs to be mindful of and align to?
-
Political Landscape - who are the important people in the organization that can influence the success, or failure, of deals and how can we build relationships and gain support from key decision-makers?
-
Account Whitespace - where is the untapped potential (new, cross-sell, up sell) within a given customer account
Availability
This feature is available to Opportunity Manager® clients at no additional cost.
Get Started
Reach out to joseph.garrigan@forcemanagement.com to get Account Planner set up for your team in Opportunity Manager.
Learn More
This update went live on February 17, 2025.