Making Account Plans Actionable, Measurable and Sustainable.

A Digital Key Account Management Masterclass

On-demand

Free Course

Course Instructors

Module 1

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Pawanjeet Singh

AVP – Sales

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Module 2

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Sean Neighbors

Senior Vice President, Global Product Offerings

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The course is designed to help account managers and sales leaders transition from traditional to digital account management methods to make Account Plans more actionable, measurable and sustainable. The lessons cover topics such as the
need for account segmentation, challenges in offline account planning processes, and the benefits of going digital.

Lesson #1

Highlights the importance of Digital Key Account Management and focuses on optimizing customer lifetime value and gaining actionable insights.

Lesson #2

Helps learners determine the right time to go digital and learn about the benefits of converting tacit knowledge to centralized intelligence

Lesson #3

Teaches building frameworks for efficient account growth and incorporating competition analysis.

Lesson #4

Summarizes the discussion and focuses on the future of Key Account Management

By the end of this course, participants will learn how to navigate digital account management systems to get maximum ROI from your sales tech landscape. Participants will also learn to make their account management processes more efficient.

Lesson 1: Taking the digital approach to Account Planning

In this lesson, learn why Key Account Management needs to go digital and why it needs to go digital now. This lessons navigates through the topics of :

Learn how to assess leading and lagging indicators of your key accounts, and not rely on sales superheroes. Get to know the best practices for account managers and sales leaders.

Lesson 2: Knowing the right time to go digital

Through this lesson, you will be able to answer the question whether it is the time for your organization’s Key Account Management practice to go digital. Learn more about the benefits of going digital including:

Learn how to consolidate account intelligence for all the key accounts in your organization.

Lesson 3: Frameworks for Account Growth

In this lesson, learn more on building frameworks for efficient account growth. With this tutorial video , you will learn the essentials for account growth including:

Learn more about Opportunity Management for large accounts, bringing frameworks of account growth into your CRM and optimizing a connected apps ecosystem.

Lesson 4: From static to dynamic Account Planning

This lesson summarizes the discussion so far including the need to:

Learn more on what we think is the future of Key Account Management.

Lesson 5: Creating Measurable Account Plans

Through this lesson, you will be able to understand how to create account plans that are scalable and measurable

Lesson 6: Creating account plans for mulitple account locations

In this lesson, you will learn how to create account plans for accounts with multiple locations

Testimonials

“It was insightful! The training helped us uncover how digital account management can help standardize & institutionalize account management methodologies across the organization.”

Sales Enablement Leader
ServiceNow

“Helpful! I agree dynamic & digital account planning is the future.”

Account Management Leader
Philips