Account Planning Tool

Account Planning Tool For Strategic Business Improvements

Customer focus and research have always played an important role in business development and management. Depending on the scale of your business, in many situations you may be dealing with several clients at the same time. While every client is important, different clients bring in different requirements and revenues to the table. Your planning, supply, and marketing should vary accordingly. Managers may spend hundreds of hours researching and analyzing each customer. Organizing the information into an accessible format can simplify the subsequent planning program for the business.

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Territory Management Checklist

Territory Management Checklist – The purpose of this tool is to provide a checklist for managing sales territories. Implementing a strategic sales territory management process will reduce travel time & expenses, increase health of your account base, and help to generate more sales.

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