STRATEGIC ACCOUNT BUSINESS PLAN - Sales Plan & Sales ...
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Strategic Account Business Plan
STRATEGIC ACCOUNT BUSINESS PLAN
for
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Submitted by:
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Document Objective
The purpose of this plan is to document information about the account in a single document and to identify opportunities for a long-term relationship with the client that will bring in continuous sales opportunities.
Account Background
Objective
[List the objectives the account team wants to set that specifically address helping the client to achieve its business goals, objectives, mission statement, or responsiveness.]
Client Profile
[Briefly describe the client’s business and mission statement.]
Client Business Objectives and Initiatives
[List the client’s stated goals or objectives as well as the projects initiated in response to the client’s value drivers.]
Client Organization Chart
[Draw the client’s organization chart, indicating names and titles. Describe key players and their level of influence in decision-making. Include any recent and potential personnel changes.]
Client Contact List
|Name |Title |Telephone Number |E-mail Address |
| | | | |
| | | | |
| | | | |
Internal Team Organization Chart
[Draw the account team organization chart, indicating names, titles, and relationship with the client.]
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ADDITIONAL TEMPLATE PREVIEWS
Click Link to Preview Tool/Template
|Tools/Templates To Build The Plan |Tools/Templates To Develop The Forecast |
|[pic]Sales Plan Builder |[pic]Sales Forecast Model - Ver1 |
|[pic]Sales Territory Plan Builder |[pic]Sales Forecast Model - Ver2 |
|[pic]Sales Plan Presentation |[pic]Sales Funnel |
|[pic]Monthly Sales Report Presentation |[pic]Sales Forecast Model - Ver3 (No Preview) |
|[pic]Sales Pipeline Analysis |[pic]Sales Plan Example (No Preview) |
|[pic]Simple Sales Forecasting Model (No |[pic]5-Page Simple Sales Plan (No Preview) |
| Preview) | |
|Other Sales Plan Builder Tools - |
|Option 1 |
|Option 2 |
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|ADDITIONAL TEMPLATES |Presentation and Report Charts and |
| | Graphics - Big Time Saver! |
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|[pic]Product License Term Sheet/LOI |[pic]Exclusive Licensing Agreement - Ver1 |
|[pic]Marketing & Sales Only Joint Venture |[pic]New Business, Product, and Startup Ideas |
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|[pic]Exclusive Licensing Agreement - Ver2 |[pic]Non-Disclosure Agreement |
| (Accessible In Members Area Only - | (Accessible In Members Area Only - |
| No Preview) | No Preview) |
|Sales Team Meeting |Description |
|Presentation | |
|Sales Presentation |This sales presentation is an effective method to communicate the sales pitch and point of view of the |
|Delivery |seller to the buyer. If delivered properly, the sales presentation ensures the final sale to take place |
| |smoothly. A thorough understanding of the client’s needs and requirements is imperative in designing the |
| |sales... |
|Great Sales |This sales presentation is an effective tool towards selling a product or service to a client. It is a forum|
|Presentations |wherein the salesperson has many opportunities and avenues to communicate the sales pitch and sales |
| |information to the client. An effective sales presentation helps in creating desire and buyer’s conviction |
| |about... |
|Strategic Sales |Sales is an important activity in an organization. An effective sales process is responsible for nurturing |
|Management |and cultivation of strong customer relations. This, in turn, helps in building customer loyalty with time. |
| |Strategic sales management involves effective and efficient handling of systems and processes towards |
| |successful sales. It involves careful... |
|Effective Sales |Product promotion is the process of informing, reminding, and persuading the target audience about a |
|Promotions |particular product or service. Sales promotion utilizes various incentive techniques to structure sales |
| |related programs. It is an effective approach to increase immediate customer sales. The presentation |
| |examines the dynamics of sales promotion and discusses... |
|Territory Management |A sales territory is a particular geographical area that has potential customers for a particular product. |
| |The sales territory also has present customers. The territory is assigned to a salesperson who is |
| |responsible for the sales management activity in the region. Dividing the entire sales region into a number |
| |of... |
|Time And Territory |Sales territory is the region where there is potential for future sales. For effective management of the |
|Management |sales process, different sales territories are assigned to the salesforce. Time and territory management are|
| |two of the most significant aspects of the sales management process. The presentation examines the issues |
| |involved in... |
|Sales Force |The Sales Force Automation (SFA) approach to salesforce management focuses on cultivating customer |
|Automation |relationships and, thereby, improving customer satisfaction. SFA helps in making the field sales staff more |
| |productive. They are entrusted with the responsibility of directly managing customer relations. The |
| |presentation discusses the tools used in SFA and the... |
|Building A Sales |This presentation explains how to build a sales staff. |
|Staff | |
| | |
|Continual Development|Selling involves convincing the prospective buyer about the need for a particular product or service and |
|Of The Sales Force: |persuading him/her to make a purchase decision. The design and development of an efficient salesforce is |
|Sales Training |imperative to ensure efficient sales in organizations. Conducting regular sales training programs help |
| |impart crucial skills in salespeople... |
|MARKET, INDUSTRY, AND|The market, industry, and company research process includes the systematic identification, collection, |
|COMPANY, RESEARCH |analysis and distribution of information for the purpose of knowledge development and sales and marketing |
| |decision making. |
|Presentation and |Valuable for report and presentation preparation. |
|Report Charts and | |
|Graphics - Big Time | |
|Saver! | |
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