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Account Optimizer

By Sales Optimizer, LLC

Account Planning, Management, Development and Growth

Starting at $360   USD/user/year
Business Need
Sales Methodologies
Requires
Sales Cloud

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.

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
Enterprise
Unlimited
Developer

App Details

Version
Account Optimizer/2023.06-2.173 2.173.0
Listed On
03/09/2016
Latest Release
06/05/2023
Supported 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
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: 41
Custom Tabs: 2
Custom Apps: 0
Lightning Components
Global: 2
App Builder: 2
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.
2.167.0
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.
03/08/2016

Additional Details

• 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.

Need help?

Sales Optimizer, LLC

Casselberry, FL

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