Salesforce Masterclass 3 Strategies for Effective Account Planning
Salesforce Masterclass: 3 Strategies for Effective Account Planning

Replay Available On Demand

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Start with a strong account plan for successful enterprise sales. Understand your accounts and get in front of key decision-makers with a solid strategy. Valuable data is scattered across your team’s inbox, LinkedIn, and CRM. Learn how to use your CRM to make timing, messaging, and introductions more effective.

Join our webinar to discover three techniques used by industry leaders to improve enterprise sales account planning.

Learn how to:

  • Define what makes an account plan effective.
  • Automate outreach activities, context, accounts, and relationships for a comprehensive view.
  • Enrich your account data for a complete and valuable picture.
  • Utilize relationship metrics to prioritize accounts and plan effective approaches.


This event is powered by our partner:
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Ben Maxwell
Ben is the lead Account Executive for Affinity for Salesforce, where he runs strategic dealmaking across a range of industries. Ben has also served as an account executive for both Salesforce and Terminus.
jake reni
Jake Reni
Over 15 years of experience in sales, field management, go-to-market strategy, business development, and field operations at early-stage, hyper-growth, and mature global software and healthcare companies.

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