Empower sales teams to manage and grow key accounts strategically. With Salesforce tools such as Account Plans, Action Plans, and a suite of Einstein features, your sales reps gain deeper insights into account health, can forecast sales more accurately, and enjoy enhanced collaboration across teams.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with Sales |
| Einstein features available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Sales add-on |
- Sales Account Plans
Give your sales teams a dedicated workspace to nurture and grow key accounts. With sales account plans, sales teams can capture customer needs, analyze strengths and weaknesses, and define and track objectives with measurable metrics, all in one place.
- Sales Action Plans
Provide accountability, visibility, and alignment on your sales account team members’ activities. With sales action plans, specify the tasks and events that you want users to achieve. Associate sales action plans with accounts, account plan objectives, cases, campaigns, contacts, contracts, leads, and opportunities.
- Sales Account Research
Perform your external company research without leaving Salesforce. Use generative AI to gather valuable company insights such as competitive strengths and weaknesses, strategic initiatives, and key performance indicators. Then, to reduce research time and boost your ability to grow key accounts strategically, populate account and account plan fields with the results. For a personalized experience, create custom prompt templates with your own research topics.
