AccountPlan

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.

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.

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.

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.

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.