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Think of it like this: a marketing strategy that sales, marketing and accountmanagement professionals use in order to maintain marketing efforts to their existing clients. Keep on reading as we define account planning and dive into how you can perform efficient and successful account planning. Book a free demo.
Think of it this way: An Account Plan is like your strategic playbook for ensuring your top clients have an amazing experience throughout their journey with you. It’s a guide that combines sales and accountmanagement best practices with practical tactics that your sales reps and accountmanagers can use.
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