Account Optimizer

account executive

the training was great. I like the fact that we can enter ideas and have a means of tracking without being reviewed by my leader.

Rigid Flexibility

The fact that this lives and breathes in SFDC is a benefit. However it did feel like this was a one size fits all solution at times. There was also a lack of flexibility in web browser compatibility. Our company standard is on IE and there were several of the modules that did not work appropriately.

Overall positive session

Although there were a few bumps related to the interface, instructors were knowledgeable, guiding and patient with the audience. Tim was especially engaged and very helpful throughout the process.

Sales Optimizer Account Planning

I have utilized a couple different account planning tools/processes and this is the best I've seen. Easy to use, visual representations are great and it helps develop a game plan to solidify business and win more deals.

Excellent Tool

Great way to review and identify new Opportunities.

Headed to the bank to cash my commission check!

Very excited to roll this out across my sales teams in our division. Excellent content, great training and very easy to use tool with best practices baked right in. I can see intuitively how using this tool and following their processes will drive revenue growth for my company.

Optimizer Intro Session

This will take account planning from a 1x a year event to a living document. We look forward to it fueling our growth.

Pretty good tool if used effectively and regularly

It does need lot of training and change management to make it more effective,

good tool

good tool and structured approach

Great tool

Very helpful / structured approach to translate from Ideation to Strategic Opportunities.