How to set up Salesforce for account planning

A checklist to support Salesforce Admins

0%
0%

Account planning is a crucial part of the sales process—and key to driving business growth. But an effective account plan requires accurate, centralized CRM data that your organization can actually use.

Follow these tips to improve the quality of your Salesforce data, increase CRM adoption, and help sellers build more reliable account plans.

5 steps to transform Salesforce for better account planning

Assess CRM data quality and processes

Implement relationship intelligence tools

Surface actionable insights

Streamline training and adoption

Make continuous improvements

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Why sales leaders use Affinity for Salesforce

Affinity for Salesforce automates the creation, update, and enrichment of records to provide sales teams with reliable insights about their organization’s network—while saving over 200 hours of manual CRM work per person per year.

With Affinity for Salesforce, you can increase CRM adoption, drive operational efficiency, and improve data accuracy—enabling sales teams to create more effective account plans and generate more revenue.

Speak to our team to see how Affinity for Salesforce can help you optimize Salesforce for account planning.

Request a demo

Interested in learning more?

Reach out to us for a personalized demo

Talk to Sales