Account Management

Use your CRM to maximize customer centricity and automate your process

Easily create, track and monitor account plans


Course Objectives

  • Cross functional collaboration to manage opportunities and fill in gaps
  • Where to best invest your time- Aligning prospect motivation to sales rep time investment
  • Effectively collecting account data from multiple sources
  • Building territory plan and realistic SMART action steps
  • Importance of an effective business review process that adds value from both sides
  • Big picture analysis- Impact of C- suite and engagement opportunities
  • How to grow existing business