AccountPlan builds winning account strategy to increase wallet share.
Every account is different, we all know this. And yet a consistent approach to account planning improves team collaboration and results.
You start from a different place but often with a common goal – to maximise your share of spend.
With AccountPlan you can assess your position and build a winning account strategy for each customer as a driver of growth.
Customise the pages you use to service all sizes of customer and drive the adoption of effective account planning with your team.
Better quality account plans
Increase rep productivity
Improve Collaboration
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.
Identify wallet share and growth potential
Follow the money in your accounts.
Where do they spend budgets in relation to your specific propositions?
Where is there opportunity for growth in each account?
Roll up the landscaping for a portfolio and support business planning.
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.
Build reports or roll up portfolio view
Use the detailed data points for every account to build native Salesforce reports and dashboards.
Easily roll up standard AccountPlan measures or data into a portfolio view for resource and business planning decisions.
