Account Planning Facilitation Leadership Stakeholders 
ProlifIQ
MARCH 30, 2023
Account Planning Template for B2B Sales Teams You can steal the key account plan template we use with customers here. We’ll cover each part including: Business Overview Objectives & goals Relationship Mapping White Space (Expansion) Action Introduction: What is Account Planning?
Revegy
JULY 17, 2018
Are your account plans helping your teams meet their quotas or are they missing the mark? Without comprehensive, well thought out account plans, companies are missing out on major revenue opportunities and risk losing some of their largest clients. 1) Figure Out Who Matters with Relationship Maps.
ProlifIQ
FEBRUARY 23, 2023
This will give you insight into the other players you’ll want to connect with and primes them to understand your solution affects multiple functions/stakeholders. This puts you in a position to bring a distinct POV to those stakeholders you just uncovered. Should we invite Nancy to our next meeting to cover that?”
SBI
JULY 1, 2020
Organizations that understand the true value of account planning, identify untapped revenue potential while delivering strategic customer value. To uncover hidden revenue in your key accounts, focus on these 5 strategies that great companies get right. Collaborate Beyond Sales.
Arpedio
OCTOBER 17, 2023
Leadership and team management in account management Effective leadership and team management play a pivotal role in the success of an account management team. Implement technology and tools Leverage technology and tools that facilitate account management. Superior together. Enhance forecast accuracy.
Louise Collins Associates
NOVEMBER 24, 2017
My observation across multiple organisations is that KAM often lacks the leadership required to make it work. In most organisations KAM sits within the sales directorate and the responsibility for leading key account teams sits with the first line sales manager. Are there metrics in place to facilitate cross functional working?
OnStrategyHQ
DECEMBER 20, 2023
To kick this process off, we recommend 1-2 weeks (1-hour meeting with the Owner/CEO, Strategy Director, and Facilitator (if necessary) to discuss the information collected and direction for continued planning.) Questions to Ask: Who is on your Planning Team? What senior leadership members and key stakeholders are included?
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