Digitally transform your Account Planning, and build winning account strategy that imporoves wallet share in your key accounts.
Every account is different. A consistent approach to building your accountplan will improve team collaboration, ideas and results.
With AccountPlan your account managers are able to consistently assess your position, then build a winning account strategy for each customer. This improves growth and wallet share.
Custom select the pages you want to use, tailoring the content of plans to help you service different customer sizes appropriately. This aids the adoption of effective account planning in your team.
Account Planning. For Enterprise and SME
Every year the call goes out to complete your account plan with a new template attached.
Salespeople wrestle with the new format and do what they know at that point in time. Then it gets shelved until the next call.
It doesn’t get refreshed, updated, reviewed or tracked. Sound familiar?
Step away from PowerPoint and Word documents, and move to dynamic and collaborative account planning inside Salesforce.
Detailed or ‘Light’ plans for account types
Detailed plans are great for enterprise accounts.
For mid-sized and small accounts you need a lighter touch, and we have you covered.
Simply decide which parts of AccountPlan relate to each account type, and the user will only what they need for each account.
Easily summarise your position with SWOT
Use simple check boxes to build a SWOT summary throughout your assessment.
See the key opportunities and threats in your customer environment
Call out key strengths and weaknesses of your position.
Map Goals to build a winning strategy to advance your position.
Assess your company’s risk
Use custom questions to assess how well your company is positioned with every account.
Tailor these for direct or channel or enterprise or small customers and use the Account Health KPI scores to identify customers at risk.
Track key measures of account management consistently for all accounts.
Effective contact strategy for every account and business unit.
Capture details of your key relationships in an account and also identify where you have work to do.
Focus on the important stakeholders and understand how well your team is aligned.
Develop your contact strategy to advance your reputation and position your company for success.
Account Management eBooks
Run an effective account planning workshop, or set up the right KPI’s to track success.
Talk to us
Want to improve the quality of your account strategies to retain and grow your key accounts?
Book a free, no-obligation, 30-minute consultation today.
14 day FREE Trial
AccountPlan can be installed today on a free 14day trial.