Account Planner-Account Planning Tool for Businesses

Example

An Account Manager uploads their current account plan for a review. Account Planner analyzes the executive summary, stakeholder map, customer information, and SWOT analysis to identify areas of improvement.

Scenario

In a scenario where an Account Manager is handling a major client with complex needs, Account Planner might identify gaps in stakeholder engagement, suggesting additional senior-level contacts to de-risk the account.

Example

A sales team is tasked with increasing upsell opportunities. Account Planner restructures the objectives to ensure they are SMART, like specifying a 10% revenue increase from upsells within 6 months through targeted workshops.

Scenario

For a company struggling with achieving their growth targets, Account Planner provides a step-by-step action plan with sub-objectives, ensuring focus on high ROI opportunities, which are essential in competitive markets.

Example

An Account Manager dealing with a high-risk account uses the Risk Register feature to assess risks. They learn that competitor activity and limited customer contacts pose significant threats, prompting them to diversify their stakeholder base.

Scenario

In industries where clients frequently switch vendors, Account Planner’s risk management tool helps Account Managers secure their position by highlighting vulnerabilities, like insufficient engagement with decision-makers or limited service offerings.