--- schema_version: "1" id: 7b33056399784782cfb8732eb7f0ddace2b5a5377b6699d42acf7c33bd0c1078 title: Large Account Sales Management (Managed Package) collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/energy_t_large_account_sales_management_overview_296725.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_t_large_account_sales_management_overview_296725.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: b4dbb2857628331885dd9892a40edeffc7a44c5985603e6f5de40b28b59481ee description: Large Account Sales Management helps utilities streamline their sales operations. Sales agents and team leads get actionable insights allowing agents to focus on their top deals. When working on an opportunity, the sales agent can enter information for the quote, organize the data into logical groupings, and, if necessary, start the multi-site quoting process using Salesforce Industries CPQ. products: - Energy and Utilities release: "264" --- # Large Account Sales Management (Managed Package) Large Account Sales Management helps utilities streamline their sales operations. Sales agents and team leads get actionable insights allowing agents to focus on their top deals. When working on an opportunity, the sales agent can enter information for the quote, organize the data into logical groupings, and, if necessary, start the multi-site quoting process using Salesforce Industries CPQ. ![Managed Package App](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-energy_utilities-264-0-0-production-enus/520849e5-9b41-4bae-b97b-d269cc2fce83/energy_utilities/images/managedpackageicon_041724_zh.png)This app is part of the Energy and Utilities Cloud managed package. ## Business Processes With Large Account Sales Management, you can: - Manage Leads: View, update and convert leads as you build your sales pipeline. See [Large Account Sales Management Home Page Overview for Energy & Utilities](https://help.salesforce.com/s/articleView?id=ind.energy_t_large_account_sales_management_home_page_overviewfor_energyutilities_298245.htm&release=264.0.0&type=5 "The Large Account Sales Management application provides an interface that gives you a 360-degree view of leads and opportunities associated with the customer accounts assigned to an agent. It also provides tools to the agents to convert the leads and opportunities into quotes and contracts."). - Manage Opportunities: Create, share, clone, and track your opportunities through your sales process. See [Manage Opportunities for Energy & Utilities](https://help.salesforce.com/s/articleView?id=ind.energy_t_manage_opportunities_for_energyutilities_298420.htm&release=264.0.0&type=5 "Opportunities are a record of potential, won, and lost deals. The Large Account Sales Management application helps you track and manage the information stored for each opportunity record. In addition to standard Salesforce functionality, Large Account Sales Management application provides customized workflows for the Energy & Utilities industry. These workflows assist sales agents to upload site data, group sites, and proceed with multi-site quoting, helping you to provide a personalized experience to your utility customers.") - Manage Quotes: Create single or multi-site quotes from your opportunities. Sync quotes and opportunities so your information stays up to date. See [Manage Quotes for Energy & Utilities](https://help.salesforce.com/s/articleView?id=ind.energy_t_manage_quotes_for_energyutilities_298883.htm&release=264.0.0&type=5 "Quotes represent the proposed prices of your company’s products and services. You create a quote from an opportunity and its products. Each opportunity can have multiple associated quotes, and any one of them can be synced with the opportunity.") - View and Manage Account Details: Get a 360-degree view of your customers. View the associated opportunities and quotes, the service points, the relationship that the account has with other accounts, billing information, and so on. See [Manage Accounts for Energy & Utilities](https://help.salesforce.com/s/articleView?id=ind.energy_t_manage_accounts_for_energyutilities_298299.htm&release=264.0.0&type=5 "Large Account Sales Management application provides a sales-focused 360-degree view of the customer accounts that are assigned to you."). ## Personas The following common personas are the key users of this application.

Persona

Roles and Responsibilities

Sales Agent

  • Use the home page showing open Leads and Opportunities, to direct their work for the day

  • Get a 360-degree view of account portfolios

  • Deep dive into specific leads, opportunities, quotes, and contracts for customers

  • Create multi-site quotes from opportunities

  • Track progress to targets

Team Lead

  • Track the team’s progress against various KPIs such as key revenue targets, margin targets, win rates, time to quote, order completion status, and customer satisfaction

  • Utilize flexible quoting to win business

  • Ensure compliance and approvals of processes followed.

Key Account Manager

  • Gain in-depth knowledge of their customer and provide them with exceptional service

  • Retain customers through multiple new product and renewal sales cycles
## See Also - [Use Large Account Sales Management for Energy & Utilities](https://help.salesforce.com/s/articleView?id=ind.energy_t_use_large_account_sales_management_for_energyutilities_298210.htm&release=264.0.0&type=5 "Learn how to use Large Account Sales Management to manage prospective leads, sales opportunities, and multi-site quotes and orders.") - **[Set Up Large Account Sales Management for Energy & Utilities](https://help.salesforce.com/s/articleView?id=ind.energy_t_get_started_with_large_account_sales_management_forenergyutilities_296811.htm&release=264.0.0&type=5)** Plan and execute Large Account Sales Management set up. Configure your Salesforce org, download and deploy required components, and configure user permissions. - **[Use Large Account Sales Management for Energy & Utilities](https://help.salesforce.com/s/articleView?id=ind.energy_t_use_large_account_sales_management_for_energyutilities_298210.htm&release=264.0.0&type=5)** Learn how to use Large Account Sales Management to manage prospective leads, sales opportunities, and multi-site quotes and orders. - **[Troubleshoot Large Account Sales Management](https://help.salesforce.com/s/articleView?id=ind.energy_lasm_troubleshoot.htm&release=264.0.0&type=5)** Troubleshoot issues that can occur in deploying Large Account Sales Management.