Ensure no customer is overlooked with the right Salesforce strategy for upselling, retention, or re-engagement. This guide explores how to structure outreach, assign ownership, and track results using Campaigns, Leads, Tasks, and automation.

Your Salesforce Account model directly impacts your ability to capture customer relationships, drive sales, and streamline operations. This article explores common Account structures—from simple standalone models to complex hierarchies, partner networks, and multi-site relationships—helping you determine the best fit for your business. By optimizing your data model, you can improve visibility, reduce inefficiencies, and unlock valuable insights.