Manufacturing Account Plan

    • Salesforce Record Data

      View, update, and discuss Salesforce records and field data with the Salesforce Record Live App.

    • Salesforce Report Data

      Add live Salesforce report data so the team can view, collaborate, and gain insights on the latest information.

    • Project Tracking

      Drive deals forward by combining checklists, due dates, and project tracking apps into actionable deliverables.

    Drive opportunities and revenue with actionable, data-driven account plans.

    Empower reps to develop strategic customer relationships with a centralized, always up-to-date view of account performance, key stakeholders, influences, buying patterns, price book, white space analysis, and more. Analyze real-time account data in context, act upon key insights as a team, and proactively optimize account pricing and profitability from a single place inside Salesforce.

    Some components within this template require a Quip for Customer 360 license. Visit our pricing page for more information on editions and licensing.

    • Salesforce Record Data

      View, update, and discuss Salesforce records and field data with the Salesforce Record Live App.

    • Salesforce Report Data

      Add live Salesforce report data so the team can view, collaborate, and gain insights on the latest information.

    • Project Tracking

      Drive deals forward by combining checklists, due dates, and project tracking apps into actionable deliverables.

    Try Template
    Recommended Templates See All Templates
    Distributor Account Plan

    Build stronger distributor relationships and channel loyalty through increased collaboration, visibility, and trust.

    Pursuit Plan

    Win deals and streamline your sales process by combining live data, action items, and collaboration in a single view.