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  • Create a common language across your team with actionable fully customizable Account Plans that adapt to any methodology.
  • Develop Account strategies in a simple and intuitive way.
  • Account Plans provide sales leadership quick visibility into Account health to align conversations and forecasts.
  • Account Plans support any Account Management methodology and adapt easily to your organizational strategy.
  • Account Plans help visualize different business lines, sales regions, and industries with the ability to deploy multiple Account Plans.
  • Create and track critical actions and tasks directly from Account Plans.

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