Turn Red Accounts Into Green Wins

We help Salesforce Account Executives rescue struggling customers, secure critical renewals, and unlock expansion opportunities quickly. Stop losing sleep over at-risk accounts.

Nominate a Red Account & Get 20 Free Hours

Core Services That Transform Red Accounts

Salesforce Health Audit

Comprehensive diagnostic identifying configuration issues, workflow bottlenecks, and quick-win opportunities within your customer's org.

Quick Fix Implementation

20 complimentary hours of targeted improvements delivering visible results. Perfect for rebuilding confidence and demonstrating value immediately.

Admin-as-a-Service

Cut administrative costs by 40% with flexible, on-demand expertise. No recruiting headaches, no training delays, just skilled support when needed.

Adoption Training

Transform user sentiment with tailored training programmes. We make teams actually enjoy using Salesforce, driving organic adoption and feature utilisation.

Architecture Review

Align implementations to Salesforce best practices. Eliminate technical debt, improve performance, and create scalable foundations for future growth.

Managed Support

Continuous optimisation and proactive monitoring. We prevent issues before they impact users, maintaining green account status long-term.

Why Account Executives Choose the Green Account Plan

92%

Rapid Improvement

Customers saw measurable improvements within just four weeks of engagement

40%

Cost Reduction

Lower administrative costs through efficient managed services

2.4x

ROI Boost

Increased Salesforce return on investment for participating customers

What Your Customers Receive

  • Clean, stable Salesforce experience that users trust
  • Dramatically reduced administrative overhead and costs
  • Visible results in days, not months of waiting
  • Certified Salesforce experts working behind the scenes
  • Strategic roadmap for sustained long-term success

How the Process Works

01

AE Identifies Red Account

You nominate an at-risk customer showing signs of poor adoption, frustration, or renewal risk

02

CloudRoute Provides 20 Free Hours

We deliver complimentary support hours to diagnose issues and implement quick wins immediately

03

Visible Improvements Within Days

Customers experience tangible enhancements rapidly, rebuilding confidence in their Salesforce investment

04

AE Regains Customer Trust

You're repositioned as the strategic partner who solved their problems, opening expansion conversations

What’s in it for Account Executives

Slow Implementations Draining Time

Projects stuck in delivery pull you away from selling. We quickly remove blockers, get accounts back on track, and free you to focus on pipeline and renewals.

Frustrated or Unresponsive Customers

When customers go quiet, renewals become at risk. We re-engage them fast with visible wins to restore their trust and strengthen your relationship.

Renewal Risk from Poor Adoption

Low adoption means lost revenue. We drive feature usage and value realization so your accounts renew and expand.

Lost Whitespace Opportunities

Don't let technical gaps get in the way of growth. We'll take care of delivery and optimization, while you retain control-manage your upsell and cross-sell options.

Ready to Make Every Account Green?

Transform Your Territory Today

Bring your customers back to loving Salesforce. Spend less time firefighting technical issues and more time driving strategic growth conversations. Your red accounts are revenue waiting to happen.

The Green Account Plan gives you the expert support infrastructure to confidently handle any customer challenge whilst maintaining your focus on what matters most — expansion and new business.

20

Free Hours

To prove value immediately

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