Creating an Account Strategy in Salesforce.com
As difficult a sales environment it is today, every sales rep needs a good strategy and a good plan. That is why we are excited to bring the newest 
version of P2W products to the Force.com CRM cloud . We are committed to helping sales people build trusted relationships with their clients and prospects. (See the curve above)
Being successful as a sales rep today is tough. As a manager, it is our job to give our team the sales tools that will increase their sales effectiveness without burdening them with additional software or forms. That is why we are developing in the Salesforce.com cloud infrastructure. If you are already using salesforce.com as your CRM system, check out the app exchange. There are plenty of apps that can help your team.
As managers we have to constantly be asking: “What am I doing to help and develop my team?”
Account Plan Pro 1.0 for salesforce.com is now released as a Beta product. Building on the success of the Account Plan 2008 method, we have now released the Beta version of Account Plan pro for salesforce.com. Integrated into the Salesforce CRM, the team can now create an Account strategy,
Opportunity strategy, and Relationship strategies. If you are interested in being a Beta test site for free for your entire team, drop me an email at sharper at territoryplan dot com.
Good selling!
Steve
Free Territory Planning Webinar
I have been asked by a partner to speak on a webinar for Salesforce.com users next week. If you are interested, Harvest Solutions is hosting the call. I will be talking about Territory Planning in general and Territory Planning within Salesforce.com specifically. To register click here!
Most sales experts will tell you that one of the keys to a successful sales person is a good plan of action. “Plan the work, work the plan”.
- Are your sales team planning their 2009
Territory Strategies? - Are each of the sales managers using a different template?
- Are all of the teams plans on power point slides?
The problem with that kind of a system is that often the plan is presented and forgotten.
Event: Building a Territory Plan within Salesforce.com
When: Tuesday, February 24, 2009 10:00 am-10:30 am
Where: Webinar
So who is Harvest Solutions? Take a look at their website. These guys know more about Salesforce.com implementation than most people I know.
I hope you can join us, and if you think someone else that you know may want to take advantage of this free webinar, feel free to pass it along.
Have a great day, and I hope to hear you on the call!
Steve
Territory Planning with Salesforce.com
We have now launched Territory Plan Pro for Salesforce.com!
As of today the application is generally available on the Salesforce.com Application Exchange. This is a similar application to the windows based sales planning tool, however, since it is a native application built on the Force.com platform, all of your contacts, accounts and opportunities are available to
simply click and pick to add to your plan. Additionally, tasks and events are created in the app and they roll into your normal task lists. With workflow, you can even submit the plan to your manager for review. We are pretty excited about this and have already started on the Account Plan Pro product. If you are interested in the app, the Datasheet and a quick video for the SFDC Version are at this link Territory Plan Pro.
