Account Management Plan
Make every customer happy and successful by aligning priorities and work.
Help your customers be successful and make sure they realize the value you promised to them. Align your customers’ strategic objectives with your activities and create thoughtful touch points to ensure your customers are happy throughout their entire journey with you.
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Salesforce Record Data
View, update, and discuss Salesforce records and field data with the Salesforce Record Live App.
Audit-Level Track Changes
Discuss any word, sentence, or paragraph to drive clear decisions. Every edit is tracked, so historical data is never lost.
Embedded Spreadsheets
Organize and structure project deliverables in a spreadsheet so all parties can see and comment on the details with clarity and ease.
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