September 2020 - ForecastEra

Relationship Mapping FAQ

By Rahul ShahIn Account Planning, Relationship MappingPosted September 23, 2020

Are you selling to the right people? How do you know? Enterprise purchasing decisions involve an average of seven stakeholders. How do you access the stakeholders in strategic account client organizations who can say "yes" to your sales proposals? First you need to know who the real players are. You...

Your Ultimate Guide to Account Planning

By Rahul ShahIn Account Planning, Customer EngagementPosted September 9, 2020

Because ForecastEra’s Account Plan Navigator is so popular with Salesforce teams, we get account planning questions all the time. If you’re an account planning beginner, we’ve written this guide answering the most popular account planning questions. If you have additional questions about how to incorporate account planning best practices, please...