Resources for Managers
- Managers
Guide to Account Planning
This is a comprehensive overview of how to manage the account planning process, including the Manager’s Checklist for how to manage the process across a 13 week quarter and many other topics, including account strategies to maximize success. - Manager’s
Checklist for Account Planning
This is a Manager’s Checklist for how to manage the account planning and implementation process across a 13 week quarter. - Manager’s Checklist for
Territory Planning
This provides a Manager’s Checklist for how to manage the territory planning and execution process across a 13 week quarter.
Resources for Users
These User’s Guides help the application user get up to speed quickly.
- Acct Plan Pro Users Guide- Current Version
- Account Plan Pro Users Guide – Group Edition
- Sample Account Plan PDF
- How to Write a Strategic Account Plan
- Territory Plan Pro Users Guide – Group Edition
- Sample Territory Plan PDF
- How to Write a Sales Territory Plan
Set Up Resources
These Set Up Guides support the Salesforce.com admin in adopting Salesforce.com and apps in your environment.
