The better your team understands their accounts, the more possibility to expand opportunities and increase revenue. Our Account Planning Tool is cloud-based software that gives a top-down view of where the relationship is today, where gaps exist, and how to make growth happen.
We help sellers dig deep into every account through five key areas:
The tool provides a platform to define the monetary goals that sellers have for particular accounts. If goals are unknown or ambiguous, the software helps to clarify by assessing past performance, current fiscal goals, potential, and the competition.
To deliver unexpected value, sellers need to understand the customer’s top priorities. With our planning tool, your team can begin uncovering this by identifying:
Securing the landscape helps to align offerings to the customer. You can explore this more in-depth with our Demand Generation Tool.
Gap analysis helps assess the progress in advancing customer priorities and achieving seller revenue goals. This keeps the plan on track.
Relationships with the right people are key to an account plan. This tool helps sellers prioritize important existing and desired relationships, as well as create organizational charts.
Finally, the Account Planning Tool helps sellers determine what is needed to succeed and provides a way to measure progress. We help the seller prioritize five to seven important and challenging strategic accomplishments that will ultimately drive account success.