Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Example: Strategic Partnership and Expansion for Acme Inc. with Business Relationship Plan

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Example: Strategic Partnership and Expansion for Acme Inc. with Business Relationship Plan

            Acme Inc., a mid-sized company specializing in automotive parts, has partnered with Cumulus Bank for over 5 years. They rely on various banking products such as business accounts and loans. With a new CEO at the helm, Acme is gearing up for expansion and seeks advice from Cumulus Bank to align with their new business goals.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited Editions with the FSC Sales & Service license or the FSC Sales license and Einstein for Sales Add-On

            Create and Evaluate Phase

            Sarah, the relationship manager for Acme’s account, initiates the account plan from Acme’s account record page and applies the Account Plan Overview template. This template helps Sarah to capture the client’s account details categorized into different sections, reducing the need for manual data collection.

            Sarah can quickly identify upsell and cross-sell opportunities through a snapshot of all Opportunity, Case, and Financial Deal records associated with Acme’s account. The AI-powered relationship summary keeps Sarah updated on win-loss trends, open opportunities, and unresolved cases.

            Using Customer Strategy and SWOT Analysis tools, Sarah evaluates Acme’s strategic priorities and market position. To deliver tailored solutions, she collaborates with product specialists by sharing the account plan.

            Define and Strategize Phase

            Sarah’s team analyzes client data, industry trends, and the bank’s needs to come up with objectives that align with the bank’s expansion plan. After the objectives are approved by Acme’s leadership, Sarah’s team assigns the objectives to the respective internal owners and identifies the key external stakeholders associated with each objective.

            To track the progress on these objectives, Sarah’s team defines actionable measures and monitors performance metrics. After each client interaction, the relationship team stays on top of the objective progress by using AI-powered interaction summaries to capture key discussion points, ensuring clarity on follow-ups and next steps.

            Execute and Track Phase

            Sarah and her team track business relationship plans by using detailed tracking metrics that provide insights into the account plan objective progress at both the summarized and detailed levels. They effectively manage the execution of objectives with well-defined action plans. Sarah’s team evaluates the objective progress by creating measures in the context of an objective and associates related records with each measure within a single guided flow.

            Conclusion

            By using well-structured Business Relationship Plans and AI-powered summaries, Sarah’s team enhances collaboration and revenue growth, establishing a strong, trust-based relationship with Acme Inc. This data-driven approach helps the team move away from dated methods, eliminate distractions, and effectively address the client’s evolving needs on time.

             
            Loading
            Salesforce Help | Article