How Salesforce and Cisco Do Account Planning in Salesforce

Salesforce and Cisco have both built successful businesses by forming strong relationships with their customers, ranging from small businesses to the most complex global enterprises. Building and maintaining solid, impactful relationships requires their sales teams to follow standardized best practices, make timely data-informed decisions, and collaborate seamlessly to provide the customer more value. For Salesforce and Cisco, account planning is a critical tool to get account teams — or “sales pods” in Cisco’s case — on the same page for their customers. Account plans at both companies ensure that sales teams maximize revenue opportunities, create and maintain team alignment, clarify rep goals, and understand customer needs.

Both Salesforce and Cisco rely on Salesforce Anywhere for Account Planning because it offers a whole new way for businesses to standardize, plan, and execute the strategy for every account inside Salesforce. Living account plans in Salesforce Anywhere are dynamic documents that articulate strategy, bubble with contextual conversation between key stakeholders, and are powered by live Salesforce data so the entire account team is up to date.

In this webinar, you’ll learn how Salesforce and Cisco use Salesforce Anywhere to:

• Connect and enrich Territory and Account Planning processes
• Scale account planning best practices inside Salesforce
• Construct a winning account plan document