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Account Management - Key Account Planning and Management

By Varasi Inc

Strengthen your relationship with strategic customers

No Ratings
$10   USD/user/month
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Business Need
Productivity
Requires
Sales Cloud

Proactively manage your strategic accounts and get powerful outcomes for your business. Think holistically about identifying, nurturing and strengthening your customer relationships in a consistent manner using proven best practices.

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

App Details

Version
Varasi Account Management/Varasi Account Management 1.7.0
Listed On
08/17/2021
Latest Release
01/08/2024
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.
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
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: 42
Custom Tabs: 11
Custom Apps: 1
Lightning Components
Global: 30
App Builder: 9
Community Builder: 1
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.
1.5.0
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.
07/21/2021

Additional Details

Salesforce is typically used for Contact and Opportunity management. Use the full potential of the platform to nurture your strategic relationships. Varasi Account Management is designed as a Strategic Account Management toolkit that brings account management best practices to the Salesforce platform. The app leverages best practices to help you identify and nurture your strategic customer relationships.

Need help?

Varasi Inc

Foothill Ranch, California, USA

* 2 hours of Zoom call support to train and help setup the app after installation * Email Support

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