Subject: Action Account Planning | Coro is Here!

Action Account Planning Update

What is it?

Coro is an easy-to-use, streamlined account planning tool that integrates natively within Salesforce. It's also mobile-friendly! (download the app in iOS and Android Stores. Search “Coro.io”)

What's in it for you?

• Save time with Coro's streamlined account planning framework
• Easily collaborate with your account team to progress plays
• Generate pipeline and bookings with your sales and relationship plays

Get started now!

Access Coro

• Go to SFDC
• Add Coro to SFDC by using the menu bar. Check out the instructions

Learn About Coro Functionality

• 30-minute self-service learning path
• Attend the optional 30-minute Introduction to Coro live session on m/dd OR m/dd (same session offered twice). Look for an email invite from <name>.

Get Your Questions Answered

• Attend one of the live Intro sessions noted above
• Direct technical questions to <Name - Sales Ops Leader> (<email>)
• Direct account planning related questions to your enablement leader <name>

Quick Reminders

• The first draft of your account action plan is due to your <Manager> by EOD <Day, m/dd>. This can be submitted through Coro.
• <Manager> to provide feedback on the draft by EOD <Day, m/dd>
• Submit your final draft in Coro by EOD <Day, m/dd>

As always, don't hesitate to reach out to <Name (email)> with any question or concern.