Do you have enough information about your accounts to easily organize your day and figure out where to focus your time?
Adding some fields to SFDC will help you know where your accounts are at in their journey, whether they're at risk or have a growth opportunity, track usage, know your points of contact (admins, accounts payable, champion, renewal and contract details, and what they're paying for.
Here's a look under the hood at how we organize our accounts at Dooly. Hopefully this will give you some ideas of fields to add to SFDC.
These fields can live in templates/notes, account board views (you can build, filter views, and share these from Dooly) and field sets (so you can easily view and update on the right side of your note).
We have all of these fields in one master admin view for all our accounts and then separate views for important stages in our workflow to narrow down the list)
- Main fields: Account name, owner/CSM, CS status, next steps date, next steps, last account interaction, onboarding status, industry category, industry details,
- Success details: success plan play, journey stage, account review date, tech stack
- Renewal: date date, contract start date, notes, original contract, renewal contract links
- Amount details: ARR, MRR, seats, price per seat, payment method, currency
- Points of contact: admin, accounting, champion
- Advocacy: potential, last referenced, notes
- Product list: features enabled
- Growth: potential, current tier
- At risk: status, date, notes
- VOC: product feedback follow ups (requests that need follow ups once fixed/launched)
Account view ideas
- today's next steps (filter on overdue next steps date)
- renewals this quarter (filter on renewals this quarter or fiscal quarter)
- expansion opportunities (filter on growth potential)
- advocate list (filter on advocate potential)
- at risk (filter on at risk status)
- VOC (filter on product feedback)