How do I generate a SWOT analysis of my business plans or account plans using AI?

You can analyze the strengths, weaknesses, opportunities, and threats of the business plan or account plan in the context of your key sales accounts.

1. Go to Redwood Sales > Accounts and select the required account.
2. Search for Show Business Plans and select the required business plan.
3. Search for Generate SWOT.
4. Drag and drop the required files in PDF format. For example, 10K, annual reports, meeting notes and so on.
5. Select Generate.
6. You can review the generated analysis, select all or parts of it, and select Save to add them to the business or account plan.