Every account is different. You start from a different place but often with a common goal – to maximise your share of spend. With AccountPlan you can assess your position and build a winning account strategy for each customer as a driver of growth.
Better decision making
Score the potential, and risk, associated with every account to simplify your strategic planning activity and increase ROI.
Build on existing CRM data and minimise ‘double-keying‘ to improve the productivity of account managers.
A structured approach that involves and engages people will focus an account team on raising performance in your most important customers.
A short video that gives a summary of account planning,
why it’s important to you and the value of a
new approach to your team
A native CRM application that helps account managers to build an account strategy more easily. Step away from PowerPoint and Word documents that gather dust on the shelf.
Clearly see your current position with every account and potential areas to improve.
Automatically group customers to help plan and resource appropriately.
Automatically create a useful SWOT summary to focus discussions.
100% native in your CRM system means less security risk of data leaving your company.
AccountPlan creates useful data to help managers make better decisions.
Generate account plans and publish to the team to support account reviews with less effort.
Why Outside In.
We took input from account management experts with many hundreds of man/years experience when building AccountPlan.
Our goal is to be the best and simplest to use. And we believe we have nailed it!