Manufacturing Account Plan

    • 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.

    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.

    Some components within this template require a Quip for Customer 360 license. Visit our pricing page for more information on editions and licensing.

    • 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.

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