Strategy Mapper

Strategy Mapper is an account planning and nurturing application designed to integrate with Salesforce. Strategy Mapper helps to extract real-world intelligence from Salesforce and append contact profile records. The platform ensures that sales teams always know who are the stakeholders, when was the last conversation with the client, what transpired, what are the next actions required and when is the next conversation scheduled to occur. Strategy Mapper is designed to unify all customer intelligence, get sales teams on the same page and to increase success rates.

Description

Product Features:
  • Functionality for collaborative planning, marketing, and business development.
  • Enrich and refresh account records continuously.
  • Keep track of details from every client meeting, action items, next steps and long term goals.
  • Gallery of templates for one-click plan creation, ease of use and consistency.
  • Eliminates the stress and overhead of creating and maintaining Account Plans.
  • Dynamic Playbook to assist seller in building great relationships.
  • Opportunity Plans automatically roll up to Account Plans.
  • Create plan types for groups of account plans (Named Accounts, Global Accounts).
  • Provides a collaborative interface so sales managers and reps can easily sync on sales plans.
Product Purpose: PardotLinks is designed to integrate with Pardot and Strategy Mapper to accelerate the sales pipeline and boost Pardot campaign success rate.
Product Attributes: Free Trial: Tech Expert: Credit Card Required: NA Avg Installation Time: Not Defined Training: No Training Offered Free Version:

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