The Account Optimizer™ (AO) is a native Salesforce® app designed to simplify the maintenance and growth of even the most complex accounts via a proven account management methodology.
Account Optimizer™ will help you…
- Manage, retain and grow strategic accounts through cross-selling and up selling.
- Develop an executable account plan with an easy collaboration and review process.
- Improve teamwork and communication through collaboration of team activities.
Gain a Strategic View of the Company
Develop a strategic visual “map” of all the revenue and cost units including divisions, subsidiaries including indications of the current influence, preference, access and relationship information.
Manage Opportunities and Activities
Mange a roll-up of all OPEN opportunities and activities within the account, always knowing your highest account priorities and specific activities that must be taken to increase the probability of account growth.
See our listing for Account Optimizer™ (AO) on the AppExchange®
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