Strategic Account Plans

Manage Key Accounts

You need better client insight, more repeat revenues and to keep the competition away from your key accounts. You need more touchpoints and a clear understanding of who knows who and the strength of those key contact relationships. You need an account plan each fiscal for your key accounts.

Strategic Account Planning

ConsultCRM’s Strategic Account Planning Module for Microsoft CRM v4 & 2011 is an application that helps sales managers and executives collaborate, plan, and manage goals and strategies for penetrating strategic accounts.

ConsultCRM’s Strategic Account Planning is used by both sales managers and executives for creating and managing account plans and the associated strategies and execution tactics for these plans. Typically, the planning process is performed 1-2 times per year and is used only for strategic accounts where a company makes the decision to proactively target an account.

PDF: 

ConsultCRM: Strategic Account Planning