Strategic Account Planning with Demand Form in Salesforce
Jarrod Johnson, CCO at TaskUs, shares his secret for strategic account planning using a tool called Demand Form in Salesforce app exchange.
00:00:02 Jarrod Johnson, Chief Customer Officer at TaskUs, shares his best secret for strategic account planning using a robust tool called Demand Form in the Salesforce app exchange.
🔑 The speaker recommends a tool called Demand Farm for strategic account planning, which is highly effective and integrated.
🔍 The tool allows mapping the organization, measuring touch points, and integrating pipeline data, product data, and white space data.
✨ Demand Farm has revolutionized the way the speaker thinks about strategic account planning and large account penetration.
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