#Account Planning0 discussing

Hello! I've recently completed the Salesforce Certified Sales Representative Exam Preparation trail, and am looking to improve my knowledge and understanding in the following areas:

-Customer Engagement

-Forecasting

-Customer Success

-Planning

I have identified these as my weakest areas, so any recommended study materials, trails, modules, etc. would be greatly appreciated.

Many thanks!

How to add report chart component to Account plan with filtering by AccountId??? Any help???

#Sales Cloud

Hi @* Quip * 

Great news! If you're located in the EMEA region, we're hosting another, EMEA timezone-friendly Circles of Success session on April 29!

Following the same structure as the other sessions we've held, this one will also discuss the benefits and best practices of Account Planning in Salesforce Anywhere.

We'll also be joined by Peter Robinson from Cytiva, who will provide insight and valuable best practices based on his own team's experience with Salesforce Anywhere.

We'd love to see you! Join us on April 29, 3:30-4:30pm BST (GMT +1)

Be sure to RSVP below.

Circles of Success: Account Planning with Salesforce Anywhere (EMEA)

Hi Everyone!  I am trying to create an Account Plan but under Account tab i only see Details and Related, Do you know if there is a way to create the Account Planning tab? 

Appreciate your help, Thanks!

Hi Everyone!

Quip Education is excited to announce that we'll be hosting another Circles of Success on August 27! 

In this session, we're going to focus on Account Planning with Quip for Customer 360. We'll walk through what makes a successful Account Planning process, best practices, and examples. More importantly, this session is for you! We want to learn how you and your teams have built out your Account Plans, and what you've learned in doing so.

A Quip Champion will also join us to share their tips and tricks on how they strategized and built out their Account Planning process for their teams.

Since this is more of an informal session, we encourage you to:

- Engage by turning on your camera and microphone

- Come ready to share your best practices, stories and any examples you like

Interested? Register below!

Looking forward to discussing with you all!

Circles of Success: Account Planning in Customer 360