Most companies don’t know or have a relationship with their Salesforce Account Executive (AE). Given the frequent turnover at Salesforce, this isn’t surprising.
However, your Salesforce AE is an excellent person to know as your business grows. This article will provide some quick tips on how to leverage your Salesforce AE.
Who is your Salesforce AE?
Your salesforce account executive has familiarity with your business. Salesforce assigns account executives based upon:
- Geography: AEs are often located in an office nearby
- Business sector: Many industries such as finance and biotech have dedicated AEs that specialize in those fields
- Business size: As companies grow, they face new challenges, Salesforce also assigns AEs who can focus on certain account sizes
If you don’t already know your account executive, you can find them by logging into Salesforce (as an account administrator) and clicking this link.
When (and when not) to use your Salesforce AE
We find many companies are confused as to when to contact their AE. Below are some quick guidelines that will help you best leverage your AE:
- Support: It is generally best to file a ticket, search Salesforce’s knowledge base or Google first to solve support issues. However, AEs are focused on your success and if you are struggling to get an effective response from support, AEs can often escalate tickets crucial to your business success.
- Customization: For needs like adding fields, customizing layouts, and more, Salesforce AEs are not able to assist directly but can guide you to an implementation partner.
- Additional Functionality: If you are considering growing your team’s capabilities in sales, marketing, or service, your AE is a great place to start. They can provide advice on potential technologies, make you aware of new features within Salesforce itself, and provide connections to partners that can further guide you.
- Strategies: If you and your team are thinking about how to manage duplicates, get additional prospects, and more, many AEs can serve as great resources to get you started.
- Growth of Salesforce: If you are growing your team’s use of Salesforce, either through more users, more capacity, or more features, contact your AE early, as the timing of their fiscal quarters may allow for special discounts (note Salesforce’s fiscal year end is Jan 31st).
- Best practices: Salesforce AEs work to guide the success of many companies. They can often provide guidance on best practices seen with companies similar to yours.
As you continue to explore the power of the Salesforce platform, don’t hesitate to involve your AE early on, that’s what they’re there for.