Account Plan with Salesforce Pack integration
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Account Plan with Salesforce Pack integration

Account Overview

A summary of account details, team members , and opportunities.
🧭 Company Overview
Context about the account and what they do. Other key details like how many employees, competitors, industry, notable events.


🎯 Goals & Strategy
Why did they buy our product and services? What is their definition of success?


📊 Usage & Adoption
How did they first discover us?

Use Cases
What were the initial use cases? Current use cases?


Tools/Services replacing
Existing tools/services to replace with what we offer?


🧑‍🤝‍🧑 Account Team
Who’s on our team? Add their names and respective roles here. Add new roles if you don’t see one listed.
Add team member
Name
Role
1
PR
Polly Rose
Account Exec
2
JB
James Booth
Customer Success
There are no rows in this table


Customer Stakeholders
The following table is a view of all contacts pulled in from Salesforce and marked as ‘Key Contacts’ in the table.
Stakeholders
2
Search
First Name
Last Name
Email
Title
Phone
1
Jen
Salurotri
jen@acme.com
CMO
55559059501
2
Qi
Polidronstrom
qi@acme.com
Marketing Ops Coordinator
-
3
Zen
Yuni
zen@acme.com
CTO
-
There are no rows in this table


✅ Tailwinds
Opportunities for growth (i.e. future use cases, sponsorship, co-marketing opportunities). View open opportunities pulled in directly from Salesforce, associated with this account.
Open Opportunities
2
Search
Opportunity Name
Stage
Amount
1
2021 Q1 True Up
Qualification
$100,000
2
Upsell Deal
Needs Analysis
$40,000
3
Expansion into PNW
Id. Decision Makers
$25,000
There are no rows in this table


🚫 Headwinds
Potential risks on the account (i.e. sponsorship, company dynamics, product issues)
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