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Account Planning Template – Five Components for Success

Upland

Account planning template overview According to McKinsey , “The five-year growth rate of total returns to shareholders for digital leaders is almost double that of all other firms,” when they undertake a digitally focused account planning strategy. After all, account planning isn’t just about increasing sales.

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Strategic Priorities Identification and Analysis

Flevy

Stakeholder Theory – This category of Strategic Priorities involves actions related to shareholder value, social / environmental / regulatory and safety goals. The main objective of this class of strategic priorities is to increase shareholder value. Do You Find Value in This Framework?

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Account Planning: Building for Long-Term Revenue

Upland

According to McKinsey, “The five-year growth rate of total returns to shareholders for digital leaders is almost double that of all other firms,” when they undertake a digitally focused account planning strategy. Communication. Communication. Calibration.

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10 New Capture Strategy Tips to Keep Clients & Avoid Competitive Bids

Account Manager Tips

Improve communication. Do you make the first move and present a compelling proposal that positions you as the partner of choice? Shareholders and board/directors value growth, costs, profit and cashflow. Provide Value Reports that present measurable shareholder and stakeholder value. Don't get too comfortable.

Suppliers 246
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Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure

Red Star Kim

And present evidence of the results achieved. Communication and education are required to manage expectations and promote enthusiasm and momentum. There are lots of articles on internal communications, buy-in and stakeholder engagement. For example: Internal communication – Why, how and what (kimtasso.com).

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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

(200,000 companies with turnover or shareholder funds over £1.5m 64% KAM/ABM processes for the firm 36% KAM/ABM processes for specific clients Where do you see your main KAM role at present? or profits greater than £150000), active and inactive companies with up to 10 years’ of financial data.

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Stakeholder Mastery 3.0 – The Six Steps You Must Take

Jermaine Edwards

Therefore a business should seek to create value for all stakeholders, not just shareholders. Failure to communicate with stakeholders for change management. Decide on a group call Once you present the CB and the IB and map with your contacts. COMMUNICATE. Communication Plan. What does this mean today?