Distributor Account Plan

    • External Sharing

      Share documents simply and securely with people outside of your organization, like customers and channel distributors.

    • Salesforce Report Data

      Add Salesforce report data so the extended team can view, collaborate, and gain insights on the latest information.

    • Project Tracking

      Drive deals forward by using checklists, due dates, and project trackers to monitor action items and deliverables.

    Build stronger distributor relationships and channel loyalty through increased collaboration, visibility, and trust.

    Manufacturer success often depends on the selling tactics of many independent distributors, each with different customer targets, product mixes, sales experience, and technical skills. Use this template to track and discuss pipeline, key opportunities, workstreams, and scorecards within a shared collaborative workspace to ensure alignment and accountability around marketing targets, inventory plan performance, and more.

    Some components within this template require a Quip for Customer 360 license. Visit our pricing page for more information on editions and licensing.

    • External Sharing

      Share documents simply and securely with people outside of your organization, like customers and channel distributors.

    • Salesforce Report Data

      Add Salesforce report data so the extended team can view, collaborate, and gain insights on the latest information.

    • Project Tracking

      Drive deals forward by using checklists, due dates, and project trackers to monitor action items and deliverables.

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