Account Plans

Focus on Your Customers, Not on Creating Account Plans

From key account plans for executives to account reviews with clients, Conga Composer® enables you to create complete, visually stunning account plans with a single click. Gather information from individual records or dozens of Salesforce® reports, transform data into actionable intelligence with sophisticated template formatting, and even schedule the creation of account plans with powerful batch processing.

Build all types of account plans:

  • Strategic account plans
  • Key account summaries
  • Account reviews sales plans
  • Regional account plans
  • Account strategy documents
  • Account management plans

Why use Conga Composer to create account plans?


What’s In It for You How We Do It
Be prepared for key meetings by quickly creating detailed account plans
  • Generate account plans with a single click
  • Utilize batching functionality to easily create multiple account plans at once
  • Optionally schedule the creation of account plans on a defined interval
Easily communicate pertinent information with fully customized templates
  • Utilize fully configurable templates for rich content including charts, tables, graphs, images, hyperlinks, global languages and currencies
  • Simultaneously merge data to an output file (PowerPoint, Word or other format) and HTML email
  • Display only the slides or sections you need using advanced PowerPoint template features
Present a complete, accurate view of your accounts with powerful data retrieval
  • Merge real-time data from related lists and/or multiple disparate objects
  • Powerful data-retrieval capabilities using standard or custom report types, SOQL queries, or both

See all of the Conga Composer features for building account plans.