Territory Plan
Enable sales reps to understand their territory and identify key accounts with actionable territory plans.
Make life easy for your sales reps. Enable them to create actionable, data-driven territory plans that help them identify key accounts, plan activity and drive revenue from the first to the last day of the year.
Salesforce Data
Bring live Salesforce data into the plan for optimal alignment.
Project Tracking
Drive deals forward by combining checklists, due dates, and project tracking apps into easily tracked action items and deliverables.
Document Linking
Add links to account plans and other deliverables to keep everything in one place.