AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

AI-Powered Account Intelligence That Turns Account Plans into Revenue

Next Quarter: Know Every Account. Plan Every Move. Powered by AI.

Overview

Transform Account Planning into revenue with AI-powered Intelligence. Next Quarter helps sales teams uncover key insights, prioritize high-value opportunities, build smarter strategies, and turn every customer relationship into a growth engine.

1 of 8

See How AI-Powered Account Intelligence That Turns Account Plans into Revenue Works

  • Gain an AI-powered Account Intelligence of every account: See customer priorities, buying committee, buyer intent, and other signals in one unified Salesforce experience.

  • Contact Recommendations: Identify the right stakeholders for every initiative with AI-powered contact recommendations.

  • Uncover whitespace and growth opportunities: Identify upsell / cross-sell opportunities using buyer intent signals, historical trends, and relationship intelligence.

  • Turn account plans into revenue action: Build standardized account plans with strategic insights, recommended next steps, and clear alignment to customer initiatives.

  • Eliminate manual account planning effort: Automate research, planning, and recommendations so sales teams can spend more time selling.

  • Visualize stakeholder relationships and influence with the help of Org Chart: Map key decision-makers, influencers, and relationship strength across strategic accounts.

  • Align sales, marketing, and account teams: Create a shared view of goals, priorities, execution plans, and growth strategies across revenue teams.

  • Forecast revenue with greater confidence: Improve forecast accuracy with AI-driven insights, trend tracking, scenario planning, and automated revenue rollups.

  • Quick & easy to implement with easy turnaround: Get started quickly with a streamlined setup, simple configuration, and fast turnaround for revenue teams.

Next Quarter brings AI-powered Account Intelligence to Sales Teams, helping them understand customer priorities, uncover buyer intent, identify whitespace opportunities, and turn insights into actionable plans. With Next Quarter’s Intelligence Reports, sellers can plan smarter, personalize engagement, and accelerate pipeline growth. AI-Powered Account Intelligence • Kickstart Account Planning with an AI-Generated first draft • Uncover customer initiatives& priorities • Identify the buying committee for every initiative • Identify whitespace opportunities and expansion potential Strategic Account Planning • Build standardized, actionable account plans • Align cross-functional teams with goals, actions, and priorities • Track execution and drive accountability across strategic accounts Relationship Intelligence • Visualize stakeholder relationships and influence across accounts • Identify key decision-makers and engagement gaps

Categories

Business Needs
Sales
Analytics
Collaboration
Industries
Horizontal Product
Personas
Sales Representative / Manager
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.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
Managed Package