
Watch this video to find out how DemandFarm’s Key Account Planning Software and tool can help in building long-lasting relationships with clients.
Native to Salesforce and MS Dynamics. Integrates with other CRM’s.
Know your account
Where have you won, where are active
opportunities, where is the competition and
therefore where you can grow
Plan for growth
What is the background, what is your action,
set and track goals.
View your opportunities, businesses, and dead-ends at a glance.
Identify your focus areas in a glance
Chart the product landscape.
group opportunities by-product or service categories.
Assess your competition and visualize your whitespaces to know where the opportunities stand.
Create a strategy map with key account planning software and tool
Use a real-time tool
Updating account plans becomes an operational problem in an ever-changing environment. Dynamic, responsive and real-time updating account planning tools like the ‘Account Planner’ can support account managers by saving them from operational gruntwork.
How would you rate the key account planning process in your organization? Simple or complex? Initiatives are taken to simplify? Which worked? Which did not? What technology tools were leveraged to simplify and improve the process?