From Accounts with Love: Mastering Salesforce Account Plans

Mar 19, 7:00 – 8:00 PM (UTC)

Salesforce User Group, San Diego, United States

Join us this February for a heartfelt exploration of Salesforce's new Account Plan feature! In this interactive workshop, we’ll dive into everything you need to know to make the most of this powerful tool. Discover how Account Plans can help you nurture stronger client relationships, drive strategic growth, and achieve your business goals.

About this event

Sorry everyone, we need to move to next month because of covid :(

Join us this February for a heartfelt exploration of Salesforce's new Account Plan feature! In this interactive workshop, we’ll dive into everything you need to know to make the most of this powerful tool. Discover how Account Plans can help you nurture stronger client relationships, drive strategic growth, and achieve your business goals.

We’ll cover:

An overview of the new Account Plan feature.

Real-world use cases to spark inspiration.

Best practices to optimize your account management.

Actionable ideas you can implement right away.

Whether you’re new to Account Plans or looking to refine your approach, this workshop is your key to unlocking success. Let’s plan for love and growth—Salesforce style! 

Speakers

  • Kristi Brown

    Slalom

    Principal

  • Tracie Hart

    Cockroach Labs

    Sr. Salesforce Administrator

Group Leaders

  • Kristi Brown

    Slalom

    Community Group Leader

  • Tracie Hart

    Cockroach Labs

    Community Group Leader

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