Account Planner – Simple is powerful and beautiful too

By July 23, 2018Blog & Articles
account planner creative

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.

Go ahead TRY – Ask your CRM admin to install

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Milind Katti

Author Milind Katti

Milind is CEO & Co-Founder of DemandFarm. Having practiced and evolved the ‘account farming’ principle for over a decade he established DemandFarm and is passionate about delivering the best B2B key account management tool to serve the needs of key account managers. Milind also serves on the Board of LeadEnrich & is a Strategic Adviser. He was instrumental in developing & conceptualizing the idea behind LeadEnrich when he worked full-time for the first year. Prior to this, Milind co-founded QEDbaton & built the process frameworks for Delivery & Operations. Milind is an Electronics & Communication Engineer with MBA in Marketing. He is also an avid sports fan, voracious reader & above all a humanist.

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