Empower your business with cycle CRM for Planning

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[Music] the data inside Salesforce is critical to customer success when sales reps use outside tools valuable data leaves the CRM and processes follow making it harder for reps to have the same sales motion ramp fast enough or spend enough time with their customers grip for customer 360 is the easiest way for Salesforce customers to transform CRM processes like account planning opportunity notes closed plans live deal feed and forecasting inside of Salesforce let's see how strategic account planning can help win new business and grow key accounts by turning static documents into an actionable data-driven roadmap to success first embed a collaborative account plan template directly into the Salesforce account record and include key account information such as contacts and opportunities live CRM data will flow into the account plan automatically where it can easily be edited and updated then stay on top of your customers needs by mapping them to your solutions use project trackers or checklists for immediate action items and manage important closing milestones by following big items assigning tasks and setting reminders inside the opportunity even on the go and finally maximize upsell and cross-sell opportunities by capturing key customer conversations that signal a desire to move into additional verticals expand their current footprint or increase their capabilities then bring in team members and collaborate to ensure success