Account Planning & Opportunity Management for B2B Sales in Salesforce | ARPEDIO
Plan accounts, score opportunities, analyze whitespace, and assess SWOT factors in Salesforce.
ARPEDIO SolutionsPaid
Account Optimizer
by Sales Optimizer, LLCSalesforcePaid
Manage large strategic accounts in Salesforce with account planning and coordinated team activities.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Account Optimizer manages large strategic accounts that span multiple divisions or countries in Salesforce. It coordinates team activities and communication between departments. The app includes configurable modules and a strategic map for identifying potential revenue opportunities. The vendor also describes an implementation and change-management approach for Account Planning in Salesforce.
Key capabilities
from the Salesforce AppExchange listingStrategic account management
Manages large accounts that are multi-divisional or multinational in Salesforce.
Team activity coordination
Coordinates activities among teams working on strategic accounts.
Department communication
Supports communication between collaborating departments.
Revenue opportunity mapping
Provides a strategic map for identifying potential revenue opportunities.
Configurable modules
Offers modules that can be configured to match business terminology and processes.
Use cases
- Teams can coordinate work across departments for a large account with multiple divisions.
- Account teams can map potential revenue opportunities within a strategic account.
How it compares
Account Optimizer focuses on large multi-divisional or multinational accounts, team activity coordination, and revenue opportunity mapping in Salesforce. ARPEDIO covers account and opportunity management for B2B sales, including planning and management of key accounts and opportunities. ARPEDIO's description also includes forecasting, while Account Optimizer's description includes configurable modules for business terminology and processes.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| Account Planning & Opportunity Management for B2B Sales in Salesforce | ARPEDIO | Paid | Cloud |
In the catalog
1,106 plugins in Salesforce Platform · Sales
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Improved teamwork through coordination of team activities. Sales Optimizer's Account Optimizer is a native Salesforce app designed to manage large strategic accounts that are either multi-divisional and/or multinational. Coupled with our change management approach to ensure full utilization of Account Planning in …»
Official marketplace listing
Marketplace
Publisher
Sales Optimizer, LLC
Updated on marketplace
Facts verified