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e-PIRAT Key Account Plan

By Halifax Consulting

Build and share your Key Account Plan with your stakeholders!

No Ratings
€25   EUR/user/month
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Business Need
Sales
Sales Methodologies
Sales Intelligence
Requires
Sales Cloud

e-PIRAT is a structured methodology to build, maintain and share your key account plan among your organization.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
E-PIRAT-Halifax/Version 1.1.0 1.1.0
Listed On
02/26/2024
Latest Release
02/26/2024
Supported Features
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.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 9
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
02/23/2024

Additional Details

The e-PIRAT salesforce based Key Account Plan is a comprehensive though simple to use tool. It allows Key Account Managers to establish and share robust Key Account Plans. The e-PIRAT Key Account Plan is built around 5 sections: - P for Presentation: thorough analysis of the account and their challenges - I for Impact: in depth analysis of the links between your company and the key account - R for Relationship: mapping and qualification of the contacts within the key Account - A for Ambitions: What your company wants to achieve with the key account and how The e-PIRAT gets available customer data in Salesforce: opportunities, contacts..., so that to capitalize on existing data, while developing the necessary further analysis and action/ambition plan, necessary to produce a convincing winning Key Account Plan.

Need help?

Halifax Consulting

15 rue de Pontoise, 78100 Saint-Germain en Laye, F

Support Phone+33 1 30 61 81 91
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