Key Account Planning Templates For Sales-Oriented Companies
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
Earning more business from your top client or customer accounts is difficult enough at times, but without the use of certain tools such as a key account planning template, it is almost impossible. Facilitating the development of key account plans is far simpler with a customizable key account planning template. It can easily be tailored to the needs of each client or customer on an individual basis.
How Companies Benefit from Using an Individualized Key Account Planning Template
When you use a key account planning template that is tailored to the individual client or customer, you will have the ability to work from your annual targeted sales goals and objectives backwards in order to develop a plan of action for achieving them. Additionally, you can customize those individual key account plans so that you can install specific measures for managing them and monitoring or tracking their progress.
Additional Considerations to be Aware Of
Other aspects or factors to take into consideration include providing a brief account description that includes their annual revenue, key personnel involved in the decision-making process, strategic objectives, and any other information that is pertinent to that key account. Your key account planning template can be customized to include these different elements and factors as well as a number of others. Additionally, you want to be careful when estimating the amount of revenue you can generate from each of your top accounts. When estimating revenues, be as optimistic as you possibly can but be reasonable as well. Finally, make sure that you set measurable, realistic goals for each account when using your key account planning template.
