Simplified Account Planning Strategies for Competitive Edge
In a competitive landscape, having a streamlined approach to account planning is crucial. Learn the significance of account planning, how it helps in staying ahead of the competition, and how SmartKarrot simplifies the process by defining customized plans, tracking progress, and ensuring stakeholder visibility. Explore the salient features such as breaking down objectives, capturing customer priorities, monitoring financial metrics, and identifying risks early for effective mitigation.
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Presentation Transcript
Account Planning Simplified! __________ MM YYYY
Why is there a need for Account Planning? There is intense competition out there. You have to know more about your customer, better understand their needs, have a differentiated value proposition, and have an actionable plan to beat the competition. 1. Staying ahead of competition Most customer success reps and account managers are great at a tactical level. But to be successful there needs to be a single source of truth at a strategic level that the members/ teams are coordinated on. 2. One source of truth The team needs a way to measure its success beyond whether eac individual achieves their quota or not. Account plans create a record of what an individual is supposed to do for a customer. 3. Creating accountability
How we keep it simple @ SmartKarrot? Provide you a simple but effective way to: Define a customized Account Plan for every customer Track the Plan and the progress/ updates to it Share the Plan with various stakeholders for visibility
Salient features Break down your Account Plan into Objectives and track updates to it.
Salient features Ensure that Customer Priorities are captured and collaboration with Key Customer Contacts are top of mind.
Salient features Keep an eye on the key Financial Metrics and the Revenue Trend .
Salient features Also ensure that Risks are identified early and Mitigations planned for them.
