Strategic Account Planning Automation

About this course

Automate key workflows and processes in strategic account planning.

• 7 lessons
• 45 min
• intermediate

What you'll learn

• Define strategic account planning and its core components
• Identify repetitive and time-consuming tasks that can be automated
• Recognize the benefits and challenges of automating account planning
• Identify internal and external data sources relevant to account planning
• Use automation tools to aggregate and enrich account data
• Create automated account profiles and dashboards

Finishing the course

• 28 knowledge-check questions along the way, so you know the ideas stuck before you move on.
• Watching is free and needs no account. Sign in to save your progress. Pass each lesson's quiz (60%+) to earn the certificate. Each certificate has its own public verification link to share, marked quiz-verified.

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