[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-240550-105":53,"doc-detail-240550-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","account-plan-pro-overview-l4","Account Plan Pro Overview L4","","Account Plan Pro is an integrated application that improves account management by helping account managers create and execute strategic account plans to drive stronger sales results. It standardizes planning across the sales force with pipeline progress versus sales goals, dashboards and reports for visibility, and workflows that route plans for manager review and approval. The app supports SWOT-based planning, opportunity selection, task and event generation, partner strategies, and PDF plan output, working in both Salesforce Lightning and Classic UI.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/account-plan-pro-overview-l4/240550/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/account-plan-pro-overview-l4/240550.png","ImageObject",442,249,{"name":88,"@type":89},"Levi","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-11-04","2026-09-11",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",22,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What is Account Plan Pro designed to help users do?","Question",{"text":109,"@type":110},"It enables account managers to create and execute strategic account plans within Salesforce to improve sales outcomes.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"Which user interfaces does Account Plan Pro support?",{"text":114,"@type":110},"It works in both Salesforce Lightning and Classic user interfaces, including web and Salesforce 1 Mobile access.",{"name":116,"@type":107,"acceptedAnswer":117},"What planning capabilities does Account Plan Pro provide?",{"text":118,"@type":110},"It supports strategic plan templates, SWOT-based analysis, opportunity selection into account plans, calculation of sales needed and pipeline gaps, and generation of strategies, tasks, and events.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},240550,1791158572,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":20,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":47},7971461740909,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","OVERVIEW  \nAccount Plan Pro enables improved Account Management by providing the following features:  \n• Template for creating a strategic account plan that covers all key topics for effective account management  \n• Pipeline information updates to show progress vs. sales goals  \n• Dashboard and Reports enable account managers and sales managers to monitor progress and direct activities to achieve goals Works in both Lightning and Classic user interfaces  \nFEATURES & BENEFITS  \n✓ Standardize the planning process across the entire sales force  \n✓ The app calculates sum of closed and open opportunities  \n✓ Funnel requirement and gap calculated by app-based on close ratio  \n✓ Build an account plan; leveraging SWOT analysis  \n✓ Easily bring opportunities into the account plan via Select Opportunity function  \n✓ Create a target opportunity list and a plan to win each one  \n✓ Generate tasks and events for each strategy  \n✓ Build a task list based on the overall account view.  \n✓ Create strategies for building strategic relationships  \n✓ Generate partner strategies to win in the account  \n✓ Route the plan to the manager for review, approval  \n✓ Generate a PDF of the plan  \n✓ Reports and dashboards to track and guide progress  \n✓ Access plans via a web browser or Salesforce 1 Mobile  \n✓ User Interfaces: both Classic and Lightning user interfaces  \nAccount Plan Pro for [Salesforce.com](Salesforce.com) is an integrated application that enables Account Managers to create and execute Strategic Account Plans to improve sales results.  \nIt is designed to respond to the 7 requirements of an Effective Sales Planning app:  \n1. Enable creation of strategic plans – shifting from a tactical approach  \n2. Prioritize accounts and opportunities  \n3. Execute plans by having them in [Salesforce.com](Salesforce.com)  \n4. Provide visibility for Sales Management and Account Managers via reports and dashboard  \n5. Straight-forward, easy to use and learn  \n6. Works with your sales approach  \n7. Good Value in dollars and training time  \nDESCRIPTION  \nAccount Plan Pro is used by account managers, sales managers and executives for creating and managing account plans and the associated strategies and execution of tactics for these plans. Typically, the planning process is performed on the critical few, top current accounts and prospects. The plan guides the account manager through all of the activities and pitfalls with managing top accounts. Just as useful for a vertical focus, Account Plan Pro provides the focus needed to penetrate the account and achieve even aggressive sales goals.  \nKEY FEATURES  \nDashboard for effective Account Management.  \nLIGHTNING UI DASHBOARD  \nCLASSIC UI DASHBOARD  \nReports provide insight for plan implementation and management.  \nLIGHTNING UI REPORTS  \nCLASSIC UI REPORTS  \nLIGHTNING UI ACCOUNT PLAN SCREEN  \nBring in Opportunities, Contacts, Generate PDF  \nApp calculates Sales Needed, Pipeline Gap  \nAccount History, Trends  \nLIGHTNING UI ACCOUNT PLAN SCREEN (CONTINUED)  \nAccount Goals  \nTasks, Events  \nLIGHTNING UI ACCOUNT PLAN SCREEN (CONTINUED)  \nSWOT Analysis  \nStrategies and Tactics  \nOpportunities  \nAccount Relationships  \nLIGHTNING UI ACCOUNT PLAN SCREEN (CONTINUED)  \nTeam Members  \nPartners  \nCLASSIC UI ACCOUNT PLAN SCREEN: ACCOUNT INFORMATION  \nBring in Opportunities,  \nContacts, Generate PDF.  \nApp calculates Sales  \nNeeded, Pipeline Gap  \nCapture Account History, Trends.  \nIdentify Goals.  \nCLASSIC UI ACCOUNT PLAN SCREEN: SWOT, STRATEGY  \nConduct SWOT  \nAnalysis.  \nGenerate Strategies and Tactics.  \nFrom Strategies, generate Tasks & Events; connecting strategies to action.  \nCLASSIC UI ACCOUNT PLAN SCREEN: OPPORTUNITIES, RELATIONSHIPS, TEAM, PARTNERS, ACTIVITIES  \nCLASSIC UI OPPORTUNITY STRATEGY  \nGenerate Opportunity Strategy for each Opportunity","cbCaiqDhBqUWN1oV","https://ap.wps.com/l/cbCaiqDhBqUWN1oV","pdf",1331577,"English","# Overview\n# Features & Benefits\n# Description\n# Key Features\n## Lightning UI\n## Classic UI","[{\"question\":\"What is Account Plan Pro designed to help users do?\",\"answer\":\"It enables account managers to create and execute strategic account plans within Salesforce to improve sales outcomes.\"},{\"question\":\"Which user interfaces does Account Plan Pro support?\",\"answer\":\"It works in both Salesforce Lightning and Classic user interfaces, including web and Salesforce 1 Mobile access.\"},{\"question\":\"What planning capabilities does Account Plan Pro provide?\",\"answer\":\"It supports strategic plan templates, SWOT-based analysis, opportunity selection into account plans, calculation of sales needed and pipeline gaps, and generation of strategies, tasks, and events.\"}]","Account Plan Pro Overview L4 | PDF",1789162651]