Account Data Strategies and Person Account Management

Welcome to Kam’s Tech Talk – Account vs Person Account – Challenge – Salesforce – Business Critical – Admin – Learners

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Topic: Account vs Person Account

• What are the Challenges
• Why is this very critical to Business
• What are the best practices when running requirements workshops for Account and Person Account in Salesforce

Accounts are companies that you’re doing business with, and contacts are the people who work for them.

Person Account: If you’re doing business with a single person, you use a special account type called a Person Account. like a solo contractor or an individual consumer,

• Why do you need?
• What is the difference between person account and business / client account?
• Why do we need more understanding before we write the requirement for business?
• How to split and create?

There are four steps to value selling. 

1. Do your discovery: Get to know your customer.
2. Build a value hypothesis: Turn your clients pains into gains with Salesforce solutions.
3. Create a cost-benefit analysis: Show how the benefits of an investment in Salesforce outweigh the costs.
4. Build your business case: Bring it all together in executive-ready form, built around a value map.

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#crm #customer #relationship #accounts #soletrader #contractors #personaccount #consultation #product #knowledgeshare #ksm1313live #1313live