Configure Growth Strategy Action

What This Action Does

This custom action helps your sales agents develop account growth strategies by:

• Analyzing current account penetration and untapped opportunities
• Identifying expansion paths based on similar successful accounts
• Generating specific next steps and stakeholder engagement plans
• Creating timeline-based growth roadmaps

Step 1: Build the Flow Action

Create Autolaunched Flow

1. Setup → Flows → New Flow → Autolaunched Flow
2. Configure Input Variables:

Variable: accountId
Type: Text
Required: ✓
Description: Account to analyze for growth opportunities

Variable: currentACV
Type: Currency  
Required: ✓
Description: Current Annual Contract Value

Variable: growthTarget
Type: Number
Required: ✗
Default: 25
Description: Target growth percentage

1. Configure Output Variables:

Variable: expansionOpportunities
Type: Text (Long)
Available for Output: ✓
Description: Identified growth opportunities

Variable: recommendedActions
Type: Text (Long)
Available for Output: ✓
Description: Specific next steps for growth

Variable: estimatedRevenue
Type: Currency
Available for Output: ✓
Description: Potential additional revenue

Flow Logic Components

Analyze Current Footprint

Get Records: Current Products/Services
Object: OpportunityLineItem
Filter: Opportunity.AccountId = {!accountId} AND Opportunity.IsWon = true
Store in: currentProducts

Find Similar Successful Accounts

Get Records: Benchmark Accounts
Object: Account  
Filter: Industry = {!accountRecord.Industry} AND AnnualRevenue > {!currentACV}
Limit: 10
Store in: benchmarkAccounts

Identify Expansion Opportunities

Assignment Element: Calculate Gaps
Formula: Compare current products vs. benchmark account products
Result: List of missing products/services

Generate Growth Recommendations

Decision Element: Based on gaps and account characteristics
Outcomes:
- High Priority: Core missing products
- Medium Priority: Adjacent services  
- Long Term: Strategic initiatives

Step 2: Create Agent Action

Agent Studio Configuration

1. Setup → Agent Studio → Agent Actions → New
2. Action Settings:

Name: Develop Growth Strategy
Reference ID: develop_growth_strategy
Type: Flow
Flow: [Select your growth strategy flow]

Action Instructions

Use this action when users ask about growing accounts, expanding 
relationships, or increasing revenue from existing customers.

Example requests:
- "How can I grow the ABC Corp account?"
- "What expansion opportunities exist?"
- "Help me create a growth plan"
- "How do I increase revenue from this customer?"

Input Mapping

• Account ID: Map to accountId variable
• Current ACV: Map to currentACV variable
• Growth Target: Map to growthTarget variable (optional)

Output Formatting

Response Template:
Based on analysis of {Account Name}, here are your growth opportunities:

**Expansion Opportunities:**
{expansionOpportunities}

**Recommended Next Steps:**
{recommendedActions}

**Revenue Potential:** {estimatedRevenue}

Step 3: Add to Agent Topic

Configure Account Growth Topic

1. Agent Studio → Agents → [Sales Agent] → Topics
2. Create/Edit "Account Growth" topic
3. Topic Instructions:

You help sales reps identify and pursue account growth opportunities. 
When users ask about expanding accounts or growing revenue, use the 
Growth Strategy action to provide data-driven recommendations.

Always ask for account information if not provided, and try to 
understand their current relationship and goals.

Conversation Flow Design

User: "How can I grow the Smith Industries account?"
Agent: "I'll analyze growth opportunities for Smith Industries. 
        What's the current annual contract value?"
User: "$50,000"
Agent: [Executes Growth Strategy action]
        "Based on similar companies in manufacturing, here are 
        your best expansion opportunities..."

Step 4: Advanced Configuration

Enhanced Data Analysis

Competitive Analysis Component

Get Records: Competitor Presence
Object: Competitor__c
Filter: Account__c = {!accountId}
Purpose: Identify competitive threats/opportunities

Stakeholder Mapping

Get Records: Key Stakeholders  
Object: Contact
Filter: AccountId = {!accountId} AND Influence__c = 'High'
Purpose: Identify expansion champions

Usage Pattern Analysis

External Callout: Product Usage API
Data: Feature adoption rates, user engagement
Purpose: Identify upsell opportunities

Personalized Recommendations

Industry-Specific Logic

Decision Element: Industry Type
Manufacturing → Focus on operational efficiency
Healthcare → Compliance and patient outcomes  
Financial → Risk management and automation
Retail → Customer experience and analytics

Account Size Considerations

Decision Element: Company Size
Enterprise → Strategic, multi-year initiatives
Mid-Market → Quick wins and proven ROI
SMB → Cost-effective, easy implementations

Step 5: Testing and Optimization

Test Scenarios

1. High-Growth Account: Large customer with expansion budget
2. Mature Account: Long-term customer with stable relationship
3. At-Risk Account: Customer with competitive pressure
4. New Account: Recent customer with basic implementation

Common Issues and Solutions

Incomplete Opportunity Analysis

• Problem: Action suggests unrealistic opportunities
• Fix: Add account maturity and budget considerations
• Fix: Include competitive landscape analysis

Generic Recommendations

• Problem: Action provides one-size-fits-all advice
• Fix: Add industry-specific recommendation logic
• Fix: Include stakeholder influence mapping

Poor Conversation Flow

• Problem: Agent doesn't gather enough context
• Fix: Improve topic instructions and required inputs
• Fix: Add follow-up question logic

Performance Monitoring

Key Metrics to Track:
- Action usage frequency
- Follow-up opportunity creation rate
- Growth plan implementation success
- Revenue impact from recommendations

Real-World Implementation Examples

Manufacturing Client Growth

Input: ABC Manufacturing, $100K ACV, 30% growth target
Analysis: Currently using basic CRM, competitors have automation
Output: 
- Opportunity 1: Manufacturing automation modules ($40K)
- Opportunity 2: Supply chain integration ($25K)  
- Next Steps: Meet with operations VP, demo automation ROI

Healthcare System Expansion

Input: Regional Hospital, $250K ACV, 20% growth target
Analysis: Using patient management, missing compliance tools
Output:
- Opportunity 1: Compliance management suite ($60K)
- Opportunity 2: Analytics and reporting ($40K)
- Next Steps: Engage compliance officer, regulatory demo

Technology Startup Growth

Input: TechStart Inc, $25K ACV, 50% growth target  
Analysis: Basic plan, rapid team growth, scaling needs
Output:
- Opportunity 1: Advanced user management ($15K)
- Opportunity 2: Integration platform ($20K)
- Next Steps: Schedule with IT director, discuss scaling