How to Use Your Account Plan Effectively

Author: Chris Strandin, Sales Result Inc.
Posted: September 3rd, 2015

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Account plans are detailed blueprints of the relevant information needed to grow an individual account. Each company should have their own set of details required for their account plans, but many aspects are universal. Good account plans allow for reps and managers to create strategies to sell more, so if you need a refresher in things to include in your account plan, read: "Account Plan Best Practices." An account plan without a strategy adds needless work to the salesperson's busy schedule and often fails to be effective. Attached are some of the more common components of an account plan. Leverage these areas to create a strategic Account Plan for your sales teams.


Sales Process


Closing, Methods, Organization, Tips, Objections, Questions, Opening, Product Knowledge