FORMAL ACCOUNT PLANNING IS A PROVEN BEST-PRACTICE FOR LEADING B2B SALES TEAMS.
Follow the examples of leading sales organizations by establishing a formal account planning process. This detailed template consolidates all the critical account background, history and sales strategy into a single, consistent format.
- Company background and industry trends
- Key executive relationship map
- Competitive landscape
- Account level SWOT
- Pursuit strategy
- Action plan summary
- Fully customizable PowerPoint file