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SWIFT™ Account Manager | Key Account Planning for Salesforce
Grow revenue in key accounts and create simple account planning workflows
Overview
🚀 Surface untapped revenue opportunities and risks in your strategic and key accounts. 🚀 Drill-down leadership visibility to drive discipline and accountability. 🚀 Drive a customer-centric solution-selling mindset for your salespeople.
See How SWIFT™ Account Manager | Key Account Planning for Salesforce Works
🚀 Make complex account planning simple. One robust and proven methodology across all of your strategic accounts aligns your team, roles and responsibilities and supports effective team collaboration.
🚀 In-app manager feedback. Create a powerful coaching workflow with integrated manager feedback to surface gaps, refine plans and support efficient updates and business reviews.
🚀 100% Salesforce native. Simple deployment, backed by Salesforce’s in-built security. Current and historical account plans are saved within your CRM, with leadership visibility driving discipline and accountability.
🚀 Embedded help to stretch your team’s thinking. Embedded in-app video help, based on the proven Swagger Sales™ curriculum, challenges your sellers’ thinking and moves them from incremental thinking to “what’s possible”
🚀 Uncover additional sales leverage. Products can be commoditized – solutions cannot. The smart SWIFT™ account plan design forces a customer-first mindset, surfaces red flags early, and surfaces untapped revenue opportunities.
🚀 Modular plug-and-play design SWIFT™’s modular design allows you to plug in just the modules your team needs, including pre-call planning, negotiation preparation and coaching. All supported by the best deployment services and support on the market.
The SWIFT ™ Salesforce App is the ultimate sales productivity engine which will transform your sales team by providing the following benefits: 🚀 Sales Leader Benefits See which managers are truly building sales capabilities within their teams. Live dashboards show competencies across your organization Surface capability gaps early Drill-down visibility to drive accountability and discipline 🚀 Sales Manager Benefits Transform your managers from ‘super-reps’ into coaches. Fully CRM-integrated coaching framework Coach sales reps directly through the app Automatic check-ins to drive consistent cadence and follow-up 🚀 Sales Rep Benefits Brilliantly simple planning tools to accelerate pipeline. Account, pre-call and negotiation planning Embedded training videos and help to guide decision-making Mobile and voice support to plan on the go 🚀 Fast and Simple Deployment Optimize your existing Salesforce investment Fully native app for simple, rapid deployment to even the largest teams Comprehensive integration and support services available
Categories
- Business Needs
- Sales MethodologiesSales IntelligenceSales Productivity
- Industries
- Horizontal ProductHealthcare & Life SciencesHigh Tech
- Personas
- ExecutiveSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyManaged PackageSalesforce Mobile