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Account Planning
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JP Leggett 11/10/22 JP Leggett 11/10/22

What is RevOps?

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JP Leggett 9/27/22 JP Leggett 9/27/22

XBR vs QBR

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JP Leggett 9/9/22 JP Leggett 9/9/22

What’s in a Sales Action Plan?

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JP Leggett 8/4/22 JP Leggett 8/4/22

Justifying Dreamforce…

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JP Leggett 6/14/22 JP Leggett 6/14/22

Salesforce or no Salesforce?

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JP Leggett 5/24/22 JP Leggett 5/24/22

Approaching Account Planning - IC

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JP Leggett 4/22/22 JP Leggett 4/22/22

Video reviews - Salesforce Org Chart, Relationship Mapping, and Playbooks

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JP Leggett 3/3/22 JP Leggett 3/3/22

How to Build a Salesforce Account Hierarchy

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JP Leggett 12/23/21 JP Leggett 12/23/21

Master the Account Hierarchy

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JP Leggett 12/2/21 JP Leggett 12/2/21

Salesforce Account & Contact Data - Build The Tree

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Squivr LLC 11/3/21 Squivr LLC 11/3/21

Playbook on Any Object

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JP Leggett 10/26/21 JP Leggett 10/26/21

How can you MEDDICC & MEDDPICC?

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Megan Picano 10/21/21 Megan Picano 10/21/21

Squivr for Account Management

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JP Leggett 10/13/21 JP Leggett 10/13/21

Market Guide for Account-Planning Tools-Gartner report

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Squivr LLC 10/11/21 Squivr LLC 10/11/21

How does a Salesforce Org Chart provide value?

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Squivr LLC 9/24/21 Squivr LLC 9/24/21

Getting the right data with Relationship Maps

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JP Leggett 5/12/21 JP Leggett 5/12/21

Salesforce Ben’s AppAssessor Review of Squivr

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JP Leggett 4/25/21 JP Leggett 4/25/21

Practice the plan within CRM

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Megan Picano 4/20/21 Megan Picano 4/20/21

Salesforce Queues & Activity Management

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Megan Picano 2/22/21 Megan Picano 2/22/21

Salesforce Relationship Map: 3 Reasons Why You Need an Org Chart

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