The First Step in a Great Account Plan?
Pick High-Value Customers.
After Account Tiering your organization may choose to have detailed Account Plans for Tier 1 accounts and basic plans for other customers. Having a good ICP gives you the perspective on where to start.
Connect Business Objectives to Account Strategy
Automated and Streamlined
Customized to Your Needs
Introducing ICP Account Planner
Our Account Planner connects your Business Objectives, Account Strategy and Metrics giving you the visibility needed to make tactical decisions at an account level. Being able to connect the right leading indicators to the account goals gives early warning of deviations to the plan. This enables a fast response with full visibility across sales team and sales leadership to make corrective actions.
To avoid overloading sales reps with administrative work we automate as much as possible, whilst keeping the account plan focused on information needed to deliver key insights. Our ability to customize to your needs in a cost-effective way means you get exactly what you need without paying for features that you will never use.
Each account plan will have visual cues to give sales reps an overview and highlight areas that need immediate action. Sales Leader will have an aggregated custom view highlighting leader-rep coaching opportunities.
We recognize that sales reps are motivated by competition, both intrinsic and amongst their peers. To ensure that the account plans always stay current, we can include gamification into the account planning process.
