Account Planner

Know the Whitespace to identify growth areas

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Account Planner is a native app on Salesforce and MS Dynamics that gives you a

visual landscape of your business within an account

plan for competitive landscape, meeting and financial plan and your health profile
Health profile
Competitive Landscape
Meeting Plan
Financial Plan

Plan for growth

What is the background, what is your action,

set and track goals.

View your existing opportunities, businesses and dead end areas at a glance.

Identify your focus areas by marking your whitespaces!

Additional KAM Tools

Software to institutionalize Key Account processes

Additional KAM tools for key account management

KAM Suite

Analyze, Plan & Govern to grow key accounts in a whole new way and easily

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additional KAM tools & software org chart

Org Chart

Convert contacts to relationships

Learn More