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AccountPlanning Template for B2B Sales Teams You can steal the key accountplan template we use with customers here. We’ll cover each part including: Business Overview Objectives & goals Relationship Mapping White Space (Expansion) Action Introduction: What is AccountPlanning?
A key account manager (KAM) is responsible for managing and building a strong relationship with large clients that make up the majority of the business' income. Not only do KAMs find ways to address the client's challenges and opportunities, but they also create and present reports about the client's progress to key stakeholders.
Companies need to ensure alignment between sales and marketing for their key and strategic accounts. Marketing supports messaging, digital advertising, and critical signals that informs the SAM. That means no more stagnant accountplans in PowerPoint or Excel. Excerpt from the McKinsey 2021 B2B Pulse Survey.
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