People.ai's account planning solution keeps your teams aligned, helps you target new revenue, and easily update your account plans directly inside of Salesforce.
6 articles
Account Planning Overview & Use CasesLearn how to use People.ai's Account Planning to align your team, target new revenue, and easily update your Plans directly in CRM.
Executing your Account StrategyLearn how to use Salesforce tasks to track progress on your account strategy and stay aligned with your team.
Creating a New Account PlanLearn how to start an Account Plans in Salesforce to align with your customer's evolving objectives.
Whitespace Maps OverviewWhitespace maps visualize your current and potential market share within an Account, enabling you to identify new business opportunities.
Account Plan ExportLearn how to export and customize an Account Plan to easily share with others.
Managing Business Units in Whitespace MapsLearn how to customize your whitespace map to match the structure of the business you are selling into.