Standardize and Scale your Account Plans
With Data driven Account Planning
Challenges in B2B Account Planning
Key Accounts data and intelligence is spread across the organization
(financials in external systems, plans in ppt and Contacts & Opportunities in CRM)
Account Intelligence is Tacit and risk of data loss due to employee attrition impacts future growth
Best Practices are often not standardized across the organization; Disparate Approaches rule the roost
Future Account potential & planning data absent from LRPs due to lack of data aggregation options
Account Planning Best Practices
- Simplify views of key account data that maximize cross-sell/ up-sell
- Automated workflows which eliminate tedious form fills
- Create and manage account plans inside the CRM
- Use Online reviews & pre-built Dashboards which brings visibility of the FOREST, beyond the trees
- Manage Tasks and actions seamlessly
- Enable “Enterprise Memory” – Eliminate the impact of people attrition on the largest customers
- Institutionalize Key Account Management process
- Support large scale global adoption with a simplified account planning tool
- Deliver Leadership visibility for strategic action on key accounts
It’s not just about Data Entry
Integrated Account Planning native to your CRM that connects to external data sources as well.
Adopts most Sales templates already being used in your organization for quicker adoption. Configurable and Re-usable at its core.
Improved Collaboration, Governance & Review: Saves time with automated reporting. Easily engage in discussions with your leadership and peers during planning. Assign tasks and responsibility to scale the account to new heights!
Deeper Insights through analytics of aggregated data ; 2x more revenue due to increased cross-selling opportunities and actionable Account information.
Reviews by our Clients
Very good KAM tool
“My company has been rolling out DemandFarm globally over the last couple of months. The application is fairly easy to use and navigate. In order to be of true value it naturally relies on the data quality in Salesforce and integration with other data sources, in particular finance incl. billing for the revenue tracking. The only catch is that you need some level of formal KAM training to navigate DemandFarm and interpret some of the analytics and information screens. But overall a very good professional application that is now being used in our organization for all monthly and quarterly management reviews, i.e. no more separate presentations!”
– Rainer Schendel
One Stop Shop for Account Planning
“Demand Farm’s Account Planner app, combined with the Org Chart app, provides a comprehensive and user-friendly application for simple or complex account planning. The Account Planner app can be customized to support your business processes showing wins, losses, open opportunities, and the account-level strategy in a very user-intuitive view. Used alongside the Org Chart app, users get a clear view of an account and how strategies and relationships may impact active opportunities.
Implementation was seamless with Demand Farm’s highly responsive support team and with benefits that were recognized in very short time.”
– Donny Reblitz
Everything you need, Only a click away
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