Use Generative AI to Generate Goals and Strategies in Business Plans

You can now use Generative AI to automatically generate tailored goals and strategies within your Business Plans. This new feature accelerates planning, aligns actions with customer needs, and simplifies strategic thinking — saving time and improving consistency.

Spend less time on manual planning and more time engaging with customers to drive growth and strengthen key relationships.

Steps to Enable

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

Tips And Considerations

  1. Once the Business Plan is created, navigate to the Action Bar and select the "Generate Goals and Strategies" smart action.
  2. A side drawer will appear, allowing you to choose documents for goal and strategy generation. If existing account attachments are available, you'll need to first process them by using the "Process" action.
  3. If you're uploading a new document, it will be automatically processed, and you’ll see a "Refresh" option if it is not ready.
  4. Note: The checkbox to select documents will remain disabled until the processing is complete.
  5. After the document is processed, it becomes available for generation.
  6. Select the processed document and click "Generate".
  7. GenAI will generate goals along with corresponding strategies. Review and select the ones that best align with the customer's needs.
  8. Click "Save" to add them to your Business Plan.
  9. Note: Only PDF should be used to generate goals and strategies

Key Resources

User with this privilege ZCA_CREATE_SALES_BUS_PLN_PRIV can create and manage Business Plans.

Access Requirements

Only users with the required privilege to create a business plan can access the Generate Goals and Strategies smart action.