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

Project: Growth & Renewal

A strategic plan to grow our account this coming year.
Opportunity
Acme growth has been a consistent over the years, but we need to continue ongoing efforts to keep them engaged and active with our product and services.
Renewals are coming up, so it’s a good time to review the Acme account and discuss opportunities and tactics for expansion.

Account Strategy

Factors impacting business
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Factor #
External/Internal Factor
Business Initiative
Business: Current State
Business: Future State
ROI/Customer Success Metrics
1
1
Some factor outside of the company’s control
Some corporate or team initiative designed to address Factor #1 that arise internally or externally
Current situation related to Factor #1 framed as a loss
Future with us related to us framed as an opportunity in response to current situation related to Factor #1
Financial benefit for the customer related to opportunity with us
2
2
Some factor outside of the company’s control
Some corporate or team initiative designed to address Factor #2 that arise internally or externally
Current situation related to Factor #2 framed as a loss
Future with us related to us framed as an opportunity in response to current situation related to Factor #2
Financial benefit for the customer related to opportunity with us
There are no rows in this table


SWOT Analysis
To add a strength, weakness, opportunity, or threat factor, click +New card below the appropriate section.
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Strengths
1
Weaknesses
1
Opportunities
1
Threats
1


Stakeholders
The following table is a view of all contacts pulled in from Salesforce and marked as ‘Key Contacts’ in the table.
Key Contacts
2
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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



Brainstorm Potential Plays and Motions
As a team, come up with ‘big bets’ plays that will help us achieve our account goals. Votes and Authors are hidden by default. Check the appropriate boxes to show/hide them once everyone’s submitted their ideas.
Submit ideas, then discuss
Add a Topic
Show authors
Show and sort by vote count
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✔️
Campaign/Play/Motion
Customer decision maker
Potential lead
Upvotes 2
Discussion
Author
1
Schedule training session
Qi Polidronstrom
James Booth
facebook-like reaction, you have not reacted
2
PR
Polly Rose
2
Invite to our next user conference
Jen Salurotri
Polly Rose
facebook-like reaction, you have not reacted
JB
James Booth
There are no rows in this table

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