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Before we dive into account planning best practices, let’s all get on the same page about account planning. Muñoz defines account planning as: A structured, repeatable methodology for analyzing an account or set of assigned accounts, developing a deeper understanding and identifying opportunities.
Review, predict & adapt SAMs often struggle to update their account plans with useful information and best practices gathered, which could be used as inputs to guide accountdevelopment and to forecast the notoriously difficult development of larger accounts.
Key Account Manager (Entry-Level): An entry-level Key Account Manager is typically responsible for managing a few key accounts, developing relationships with customers, and ensuring customer satisfaction.
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