Subscribe
    Subscribe to The Art & Science of Complex Sales
    CRM

    How to build account plans in Salesforce - the easy way

    New Call-to-action

    Proactive and strategic account planning in Salesforce isn’t easy - or even possible, depending on which plugins and customizations you’ve invested in. Account planning often takes place outside of traditional CRM systems, and rarely makes its way back into the tools your sales team uses every day.

    Prioritizing accounts is challenging because it’s tough to get the data organized in a way that makes it obvious where your teams should be focused, which results in frustration, feeling lost, lacking visibility, running blind, and, primarily, a lack of growth.

    The “plans” themselves suffer from a lack of easy access to the information your teams need. And then, once a plan is established, it’s more a collection of information than a plan, making it challenging to execute in a coordinated fashion and to collaborate in cross-functional teams (sales, customer success, marketing, product.)

    Being able to use the data inside Salesforce in an easy, informative, and actionable way can be a game changer. And now you can.

    1-way sync quickly puts your Salesforce data into Membrain’s powerful planning tool

    Membrain’s new one-way sync makes it possible for you to use all the data you already have in Salesforce to create plans in our easy, powerful account planning and growth tool - without risk to your Salesforce data or your budget. One-way sync means that the data in Salesforce is left completely intact, without risk of changes, as your teams build out your account plans.

    Once the sync is done, you can use account and pipeline data from Salesforce to easily visualize your accounts and prioritize using Membrain’s Account Growth tools. Create dashboards and plans. Establish a process and rhythm for your approach. Assign milestones and steps to your team members and make it easy for your teams to execute.

    Pipeline data can be used to perform win/loss analysis and improve your overall account growth strategy and approach. You can even aggregate pipeline data from parent and child companies to create a parent account growth project and build your overall strategy for global accounts.

    Combine one-way sync with our free account growth module trial, or proof of concept, and you can experience this ease and power completely risk-free.

    When you are happy with how everything works, you can enable a two-way sync, should you wish to populate your Salesforce database with your account planning information.

    Enjoy flexibility you’ve never experienced before

    Many legacy account planning tools force you to use their methodology, or to fit your process into their boxes.

    Membrain was built with flexibility in mind and with the belief that how you sell is why you win. Our account growth tool allows you to easily customize your process to match how your customers want to be worked with. You can assign tasks and coordinate hand-offs. Include checklists to ensure tasks are completed and milestones are achieved. And even build in enablement content to ensure everything your account growth teams need is at their fingertips exactly when they need it.

    Legacy account planning tools force you to use a specific methodology, or to fit your process into their boxes.

    All of this is possible without investing in expensive custom development or hiring a technical expert to make changes.

    Membrain’s account growth module has been a huge hit with our customers. We love hearing how much you love our user interface - its simplicity, the ease of customizing, and its beauty.

    Book a personalized demo to see how it works, or take the free trial for a spin

    Partner with Membrain to bring these goodies to your customers

    For sales consultants, the new one-way sync provides a unique opportunity to partner with Membrain to offer Salesforce customers a way to take Membrain’s account growth module for a ride. Help customers design account plans in a real, beautiful, practical tool. Knock their socks off with how much better it is than the stale approach using disconnected Excel and PowerPoint documents. Show them how to properly scale their account management initiatives.

    If they like it, you can help them convert their free trial and use your services to continue building and maintaining powerful account growth strategies and plans.

    Our team is ready to help your team launch a whole new and beautiful way of planning to grow accounts. Book a personalized demo or fire up a free trial to get started.

    George Brontén
    Published April 28, 2021
    By George Brontén

    George is the founder & CEO of Membrain, the Sales Enablement CRM that makes it easy to execute your sales strategy. A life-long entrepreneur with 20 years of experience in the software space and a passion for sales and marketing. With the life motto "Don't settle for mainstream", he is always looking for new ways to achieve improved business results using innovative software, skills, and processes. George is also the author of the book Stop Killing Deals and the host of the Stop Killing Deals webinar and podcast series.

    Find out more about George Brontén on LinkedIn