EverydaySales
Account Planning
A good Account Manager combines their sales experience, with customer service while also being able to develop good interpersonal relationships with customers and clients. It is almost certain that you will be the first point of contact for your customers.
You may have a single account to manage, if the business they do with your organisation merits that level of investment, or multiple accounts, where you maintain regular contact via telephone or video calls.
Your key objectives as an Account Manager are to:
– Understand the client’s business and identify their needs
– Build and maintain ongoing relationships through regular and professional contact
– Keep your clients up to date on new products and services you can supply and how these can help to meet their business needs
– Maintain and grow the level of business your client(s) have with your company.
The main steps in achieving these objectives are:
- Build a business profile of your account(s)
- Identify the key budget holders and decision makers within the client
- Target opportunities that meet the client’s need and delivers the best ROI for your own company
- Build an action plan for these opportunities
- Execute against this action plan
The Everyday Sales Training modules available are all relevant to developing the skills of a good Account Manager.
To support the Account Manager in building the business profile we have provided a template for you to use as a separate module. You can tailor the plan to meet the specific requirements of your business and your clients.
Completing the Account Plan Module will guide and help you understand the critical details you should know about your client’s needs. Existing clients often provide close to 80% of the revenue for your company, so it is vital to consistently nurture and grow these relationships through professional management.
Phone: 01245 320 370
Email: Info@everydaylimited.com
