Business account templates

Account Scoring Index

Sales Account Management Tool – This tool was designed to help you analyze and score your accounts and prioritize time accordingly.

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Importance Of Using An Account Planning Template

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.

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