How to automate your Sales Account Plans

You're a sales leader or in sales operations. You've asked your sales team to fill account or opportunity plans. And it's taking them HOURS to fill out.

How about implementing some automation to help them with the pre-research steps of their plans?

This guide will walk you through a simple step-by-step process using some automation and AI tools to fill out their account plans.

You will need the following tools:

• Google Sheets
• Make.com account
• LLM tool such as ChatGPT, Claude, or Perplexity