Highlights

  • RELATIONSHIP MAP - Account planning begins with relationships. Identify stakeholders and understand your engagement to drive strategy. Leverage reports to understand where you have strong relationships, and more importantly where you have gaps to address.
  • WHITE SPACE ANALYSIS - Uncover the full revenue potential of a key account by identifying cross-sell and upsell opportunities. This part of account planning helps your team prioritize the accounts with the highest propensity to buy more products or seats.
  • ACCOUNT PLAN HEALTH SCORE - The Account Plan Health Score is a dynamic measurement of progress related to Account Planning tasks, objectives, goals, and milestones agreed upon by your team and the customer.

Description

Account planning usually begins with sales teams putting critical account and relationship information in spreadsheets and slide decks that aren’t leveraged to grow key accounts or win new deals. ####CRMs weren't built to guide reps on the next steps to take, or the stakeholders they needed to engage. This results in account planning being a chore, with data becoming stale and outdated. Account planning tools ensure your team collaborates around plans to drive action. ####Prolifiq CRUSH solves this and drives penetration of accounts by enabling your team to understand relationships in the account, understand accounts more likely to buy via cross-sell or upsell, and bring visibility to execs. ####With the help of CRUSH, sales leaders can ensure their teams are focused on the right activities, opportunities, and customers with account plans that drive sales results.####Leverage reports and dashboards to track account planning progress and ROI impact in your teams. Give your team the ability to understand who to prioritize, at the accounts that will generate revenue. ####ACCOUNT PLANNING • RELATIONSHIP MAPS • INFLUENCE CHARTS • CROSS-SELL MAPS • SWOT • TASKS • OBJECTIVES • PLANNING • SCORING

Also Compatible With

  • Government Cloud

Features

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited, Force.com, Developer, and Performance EditionsProfessional & Up
  • Built 100% on the Lightning Platform, providing reliability and performanceNative App
  • Optimized for the Salesforce1 mobile appSalesforce1 Mobile

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 84
  • Custom Applications: 2
  • Custom Tabs: 29

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 56
  • App Builder: 12
  • Community Builder: 0

Requirements

Other System Requirements
No additional system requirements

Support

Additional Information

Package Name
CRUSH
Version
Summer 2024 / 16.5.0
Listed On
5/10/2023
Latest Release
8/12/2024
Prolifiq
Beaverton, OR
Founded
1999
Phone
888.314.7005

Prolifiq is the leading sales enablement company, pioneering native Salesforce account planning and content delivery accelerators that empower sales teams to boost performance and become trusted customer advisors. The world’s leading brands choose Prolifiq to crush competitors and ace the customer experience. Prolifiq CRUSH is a native Salesforce account planning and management app that arms sales teams with valuable account intelligence, enabling them to drive more revenue and become trusted customer advisors. Prolifiq RELATIONSHIP MAP org charts bring the relationship back into CRM. Prolifiq ACE is a native Salesforce content delivery and enablement app that enables sales teams to easily deliver compelling content that embraces buyer journeys.

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