Business Plan - create plan, add goals and strategies and create initiatives

Starting with the 25B release, you can create a Business Plan for your strategic accounts. This enables you to build and strengthen loyal, long-lasting relationships with your key customers by understanding their needs and requirements, ultimately maximizing revenue potential.

Business Plan provides customers with several key advantages that enhance strategic planning, improve account engagement, and drive revenue growth.

1. Enables deeper collaboration with key accounts by aligning business objectives.
2. Provides a centralized view of account goals, strategies, opportunities, and activities.
3. Aligns sales and customer success teams to maximize upsell, cross-sell, and expansion opportunities.
4. Helps customers set clear business goals and execution strategies tailored to their industry and objectives.
5. Reduces time spent on manual planning and tracking by offering a structured and automated approach.
6. Enables businesses to stay ahead of competitors by proactively addressing challenges and identifying new opportunities.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

In 25B, a Sales Representative or an Account Manager with the necessary privilege to access and manage Business Plans can:

1. Create a Business Plan.
2. Add Goals to the plan.
3. Define Strategies under each goal.
4. Associate Opportunities with the strategies.
5. Create Activities at both the plan level and the strategy level.

Access Requirements

Any user with this privilege ZCA_CREATE_SALES_BUS_PLN_PRIV can create and manage Business Plans.