A Case Study in Sales Planning

Tech company wows execs with sales-opportunity information thanks to powerful, native Salesforce account planning tools

When tasked with expanding business for a tech company with many potential growth opportunities, Field Nation V.P. of Account Management Scott Larson knew his sales team would need to tap into the selling potential of existing customers. By enabling reps with critical account planning information within their established Salesforce processes, Scott's team transforms account planning by saving time and creating an effective approach for their largest accounts. Read this informative case study and learn how Scott found and implemented a native Salesforce account planning solution that transformed his company’s sales processes.

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