Customer focus and research have always played an important role in business development and management. Depending on the scale of your business, in many situations you may be dealing with several clients at the same time. While every client is important, different clients bring in different requirements and revenues to the table. Your planning, supply, and marketing should vary accordingly. Managers may spend hundreds of hours researching and analyzing each customer. Organizing the information into an accessible format can simplify the subsequent planning program for the business.
Account Executive Job Description – Use this template to create an Account Executive Job Description.
Sales Account Management Tool – This tool was designed to help you analyze and score your accounts and prioritize time accordingly.
Territory Management Checklist – The purpose of this tool is to provide a checklist for managing sales territories. Implementing a strategic sales territory management process will reduce travel time & expenses, increase health of your account base, and help to generate more sales.
When you are operating an account-based sales business, there will be specific reporting tools needed by your company’s management team, marketing department, and sales personnel. Where the status of your key accounts is concerned, these reporting tools can be invaluable. When you need to be provided with reports possible on the status of your key accounts, it will be to your benefit to use a customizable account planning template.
