Break & Glue: The art of capturing complex mega-strategic accounts in CRM to get the most from account planning tools
Strategic Account Management Association
OCTOBER 14, 2021
This is the crux of the article: to reveal what I believe to be the optimal way to organize the customer in CRM with a goal of getting the most from our strategic account planning tools. Standard Option #1: Map the entire organization into one account as shown in Figure 2. If not, it is wise to create one. corporate) and “child” (i.e.,
Let's personalize your content