Prosperous Account Strategy for Salesforce.com
Strategic account planning in Salesforce with revenue, stakeholder, product mix, initiative, action, dashboard, and reporting tools.
RichardsonFreemium
e-PIRAT Key Account Plan
by Halifax ConsultingSalesforcePaid
Builds and shares key account plans in Salesforce from customer, opportunity, and contact data.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
The e-PIRAT Key Account Plan lets Key Account Managers create and share plans in Salesforce. It uses available customer information, such as opportunities and contacts, together with additional account analysis and action planning. Its sections address account presentation, impact, relationships, and ambitions.
Key capabilities
from the Salesforce AppExchange listingAccount presentation
Examines a key account and the challenges associated with it.
Impact analysis
Examines connections between the company and the key account.
Contact mapping
Maps and qualifies contacts associated with the key account.
Ambition planning
Records the company's objectives for a key account and the approach for pursuing them.
Salesforce data use
Uses available Salesforce customer information, including opportunities and contacts.
Plan sharing
Supports sharing of key account plans.
Who it's for
Key Account Managers.
How it compares
e-PIRAT Key Account Plan uses Salesforce customer information, including opportunities and contacts, as part of account analysis, contact mapping, and action planning. Prosperous Account Strategy for Salesforce gives account managers tools for applying a repeatable methodology to strategic accounts and raising relationship levels within those accounts.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| Prosperous Account Strategy for Salesforce.com | Freemium | 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
«The e-PIRAT salesforce based Key Account Plan is a comprehensive though simple to use tool. It allows Key Account Managers to establish and share robust Key Account Plans. The e-PIRAT Key Account Plan is built around 5 sections: - P for Presentation: thorough analysis of the account and their challenges - I for …»