Overview of Business Plans
Business plans are a set of goals that an account or partner wants to accomplish. Business plans allow both brand owners and partners a way to show their commitment to the partnership.
Let's take a look at the business plan components:
| Component | Description |
|---|---|
| Business Plan Header | The header area contains key information about a business plan, including its duration and partner or account information. |
| SWOT | This is an acronym for the strength, weaknesses, opportunities, and threats of a business plan. |
| Team | These are sales resources who have access to business plans. |
| Activities | Users can associate tasks, appointments, and call logs with business plans. |
| Notes | Users can associate notes with business plans. |
A business plan attribute class is used to determine which object a business plan is created for. Two business plan classes, Partner and Account, are supplied, and you can add others. Use the Manage Business Plan Classes task to manage business plan classes.
Partner business plans consist of partner goals and are primarily used by channel account managers and their counterparts partner sales managers. The plans include specific objectives that a partner can follow to meet business plan goals. Partner business plans provide a means of collaboration between brand owners and their partners in defining strategic goals.
Account business plans consist of goals for sales representatives and sales managers for specific accounts that they manage.
- Database Resource: Note
- Data Set: Select by instance set
- Condition Name: Notes Default Instance Set
- Parameter 1: SALES_BUSINESS_PLAN
- Actions: Read, Update, Delete, Manage Sales Business Plan Note
For more information, see Manage Database Resources in the Configure and Troubleshoot Data Security chapter in the Securing Sales and Fusion Service guide.