Sales team hub [+Salesforce integration]
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Account Planning

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Accounts & next steps


The table below can be accounts from your actual Salesforce workspace. Hover over the table and hit Edit. You’ll see an option to connect with your Salesforce account on the right sidebar. The Next Steps column is a freeform text column where you can add notes on next steps for an account (if you don’t already capture this in Salesforce). Reach out to our if you have issues with integrating with Salesforce.
Accounts (from Salesforce) & Next Steps
1
Connect your account to refresh data from Salesforce.
Account Name
Account Plan Link
Closed Revenue
Owner
Next Steps
1
GenePoint
$115,000
Alan Chowansky
Identify the key decision makers and stakeholders, prepare a presentation or pitch, and schedule a meeting to deliver the pitch and address any questions or concerns.
2
United Oil & Gas, UK
$0
James Booth
Prepare an agenda, review sales data, and set goals for the meeting.
3
United Oil & Gas, Singapore
$0
Joel Davis
The next steps for a sales meeting may include following up on action items and setting a date for the next meeting.
4
Edge Communications
$125,000
Lawrence Fitzgerald
Prepare a presentation and agenda, invite attendees, and ensure all necessary materials and equipment are ready for the meeting.
5
Burlington Textiles Corp of America
$235,000
Lola Tseudonym
Prepare an agenda, set goals, invite attendees, and gather necessary materials.
6
Pyramid Construction Inc.
$0
Maria Marquis
Preparing an agenda, reviewing sales data, and setting goals for the meeting will be important next steps.
7
Mercedes Benz
$0
Lola Tseudonym
The next steps for a sales meeting may include following up with potential clients and discussing next actions with team members.
8
Grand Hotels & Resorts Ltd
$650,000
Lola Tseudonym
Brainstorm potential solutions and strategies, identify key decision makers, and schedule follow-up meetings.
9
Express Logistics and Transport
$220,000
Joel Davis
The next steps for a sales meeting may include following up with potential clients, discussing action items and setting goals for the next meeting.
10
University of Arizona
$140,000
Joel Davis
The next steps for a sales meeting may involve following up with potential clients and discussing specific details for closing the deal.
11
United Oil & Gas Corp.
$2,100,000
Maria Marquis
Develop a proposed solution and present it to the client for review and feedback.
12
sForce
$0
Lola Tseudonym
Develop an agenda and prepare presentation materials for the meeting.
13
Sample Account for Entitlements
$0
Lawrence Fitzgerald
Create an agenda and send it to all attendees before the meeting.
There are no rows in this table

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