Account Plan
Drive opportunities and revenue with actionable, data-driven account plans.
Empower reps to develop strategic customer relationships with a centralized, always up-to-date view of account performance, key stakeholders, influences, buying patterns, price book, white space analysis, and more. Analyze real-time account data in context, act upon key insights as a team, and proactively optimize account pricing and profitability from a single place inside Salesforce.
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Salesforce Record Data
View, update, and discuss Salesforce records and field data with the Salesforce Record Live App.
Salesforce Report Data
Add live Salesforce report data so the team can view, collaborate, and gain insights on the latest information.
Project Tracking
Drive deals forward by combining checklists, due dates, and project tracking apps into actionable deliverables.