Best Account Planning Software for Plecto

Work together in real time inside Salesforce. Reimagine sales and service with templated best practices, built-in collaboration, and real-time alerts. Now it’s easy to work together as you work apart. Sales teams can sell — and close more deals — from anywhere. Service teams can serve customers better and resolve cases quicker from anywhere. And whether in the office, on the road, or at the kitchen table, you can share and discuss activity right within Salesforce. Capture all of your data, processes, and conversations inside Sales Cloud so that it’s not scattered across email, chat apps, and files. Give your teams space inside Salesforce to work together on plans, discuss records, and analyze reports. Whenever you open Salesforce, you’ll find embedded documents and spreadsheets right there connected to your data. Use templates to scale key business processes — like account plans and close plans — to get teams on the same page for your customers.