Key Account Planning Tool – Use this tool to create winning key account plans.
Key Account Analysis – Use this tool to assess key accounts, forecast future sales, determine strengths & weaknesses, key success factors, and competitors for the business.
The problem with many sales-oriented companies today is that after they have established their client or customer accounts, they do not nurture them and create action plans to earn more business from their top accounts. Fortunately, the use of certain Microsoft Word tools such as a key account planning template, companies can develop a plan of action and earn additional business from their top clients or customers.
The Purpose of Using Key Account Planning Tools