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Account Hub [+template toolkit]
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Account Hub [+template toolkit]
Account Hub [+template toolkit]
Exec Summary
Account Research
Org Chart
Account Team work
The Plan
BDR / SDR
CSM
SE / TAM
Customer work
Meeting notes
Opportunities
Stakeholder Mapping
Toolkit [Mini templates]
Account Team Brainstorm
SWOT
Current Footprint
Big Bets
Competitor Analysis
Executive Asks
Account Review template
Post Sale template
Outreach Sequence
Contacts to Outreach
Gong Call Library
Customer Onboarding
Support Tickets
Demo Library
POC Tracking
Data
Salesforce setup
Contacts
Opportunities
Users
Lookups
Customer work
Opportunities
All the active opportunities with this account.
Name
Stage
Close Date
Opportunity Type
Forecast Category
Search
Stage
See Details
Name
Amount
Opportunity Type
Close Date
Forecast Category
Opportunity Owner
Stage
See Details
Name
Amount
Opportunity Type
Close Date
Forecast Category
Opportunity Owner
Prospecting
1
Vans
$800,000
Existing Customer - Upgrade
12/6/23
Omitted
Chris James
Qualification
2
AMG Formula 1 Oppty
$15,000
New Customer
10/22/22
Omitted
Chris James
Mercedes E-mobility!
$10,000,000
Existing Customer - Replacement
8/18/23
Omitted
Chris James
Needs Analysis
2
Performance Powertrains
$70,000
New Customer
2/4/24
Pipeline
Chris James
Benz Opportunity
$500,000
Existing Customer - Upgrade
2/14/24
Pipeline
Chris James
Value Proposition
1
Financial Services
$250,000
Existing Customer - Replacement
12/22/23
Pipeline
Chris James
Proposal/Price Quote
1
Maybach Opportunity
$95,000
Existing Customer - Upgrade
12/13/23
BestCase
Chris James
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