Key Account Plans over the decades have become complex and theoretical. Most Account Managers just check the box by filling in the template at the beginning of the year and forget about it. In some companies, I have seen the worse. Good Account Managers (who achieve their numbers) just ignore the templates.
This observation made us launch ‘Account Planner’ last month while we already have ‘KAM Suite’ with all the bells and whistles.
Account Planner is simple, beautiful and thus powerful. This is the easiest account planning ever if you use Salesforce or Microsoft Dynamics. This is one pager app inside your CRM where-
1. Zoom in to your account to build Account Landscape in 60 seconds.
2. Map opportunities to know where your current engagements with customer are and therefore where are ‘whitespaces’ of growth.
3. Map competition & relationships
4. Create plan with revenue goal and activities.
5. Track the progress
I promise you that Account Planning was never this easy.
Salesforce Account Planning and MS Dynamics Account Planning are in your fingertips.
Go ahead TRY – Ask your CRM admin to install