Account Planning: Reps and Managers

Learn how to create and leverage Account Scorecards and Whitespace Maps

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Outline

Course Overview 25 min (Show All)

With People.ai’s Account Planning solution, you can keep your teams aligned, target new revenue, and easily update your Account Plans directly inside of Salesforce.

In this course, you'll learn how to:

Create a new Account Plan inside of Salesforce
Use an Account Scorecard to evaluate the health of your Account and uncover next steps
Create a Whitespace Map that visualizes your biggest opportunity areas within your Account

Where to access Account Plans:

Salesforce Account pages, under the "Account Plans" tab
If you're having trouble finding it in your instance, reach out to your Rev Ops Team. Admins have the ability to choose different labels and locations for this application.

Account Planning: Reps and Managers

Learn how to create and leverage Account Scorecards and Whitespace Maps

Course Overview 25 min (Show All)

Getting Started

Account Scorecard

Account Whitespace Map

Additional Account Planning Features

Sharing your Account Plan

End of Course Survey

About this course