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Account Optimizer

Account Planning, Management, Development and Growth

Overview

Account Optimizer™ (AO) is a configurable, NATIVE Salesforce® app designed to be a structured, repeatable account management methodology that enables your organization to manage, retain and grow your most strategic accounts.

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See How Account Optimizer Works

  • • Increase effective communications between collaborating departments.

  • • Increased utilization and user adoption of Salesforce.

  • • Increased market share through a strategic map that identifies all potential revenue opportunities and helps map appropriate solutions.

• Improved teamwork through coordination of team activities. Sales Optimizer's Account Optimizer is a native Salesforce app designed to manage large strategic accounts that are either multi-divisional and/or multinational. Coupled with our change management approach to ensure full utilization of Account Planning in Salesforce, our implementation plan is designed for both short term & long term results, reduces training time out of the field by 50%+ (compared to similar programs), and increased team sales productivity by 10-20%. Most modules are sales agnostic and completely configurable to your business' terminology and processes.

Categories

Business Needs
Sales Methodologies
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package

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