Optimizing Salesforce for account planning

Five key strategies for sales leaders

0%
0%

An effective account plan lays the groundwork for lasting customer relationships and larger sales pipelines. But navigating longer or more complex sales cycles can challenge sales teams and prevent them from consistently meeting KPIs. Use these strategies to improve Salesforce so your team can create account plans that maximize sales opportunities, boost customer retention, and drive revenue growth.

5 Salesforce optimizations that support strategic account planning

Predictive tooling

Sales process automation

Relationship intelligence

Pipeline visualization

KPI monitoring

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 automatically captures and enriches contact, account, and activity data so you can generate richer Salesforce reports. With deeper insights into your accounts and engagement history, you can prioritize accounts more effectively.

With Affinity for Salesforce, you can improve customer relationships, drive operational efficiency, and increase revenue—while saving over 200 hours of manual CRM work per team member each year.

Speak to us 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