Sales Account Plans from ITD give sales people a great planning tool
The Sales Account Plans have been developed to give sales people a simple and effective tool to plan their account activity. The plan gives the sales person sufficient detail so that they can clearly see what they know and where their knowledge is lacking. It will show them where the opportunities are and where there are threats. It will also give them ideas as to why the account is under achieving. Gaps in knowledge are very clear to see. The output is that your sales people will be much clearer about what they need to do to develop revenue from the account. The Account Plan is written in excel and will fit with any CRM system.
Sales Account Plans from ITD give sales people a great planning tool