Overview of Business Plans

Sales representatives and sales managers perform account planning to achieve specific goals. Goals for business plans are represented through objectives.

Access to the business plans is determined by the team membership and resource reporting hierarchy. This means that managers have access to business plans of the sales representatives in their team. In an account business plan, salespeople collaborate to discuss the sales of a specific account and analyze the need of a plan. An account business plans focuses on a specific account, to increase the sales or revenue of that account. With a business plan you can:

• Analyze the strengths, weaknesses, opportunities, and threats of the business plan in the context of the account.

• Add business plan classes to define plans for partner, account, opportunities, and contacts.

• Collaborate with team members to discuss prospective plans.

• Enable or disable any of the embedded classes for account and partner business plans.

• Add team members to work on a business plan to share information, identify objectives, and increase sales per quarter.

• Create notes while working on a business plan and continue with discussions in the next meeting referring to the notes created.

Make sure that your administrator has enabled the account business plan using Application Composer.