Archive for 2017

Key Account Planning

Use Case Many companies use Key Account Plans which are typically created each year for critical customers or in some cases all customers depending on preference of the company. The purpose of Key Account Plans is to document what a salesperson (or sales team) plans to accomplish with a customer over the course of the year.  They are created either during the 4th quarter of the previous year or during first quarter of current year. Typically, key account plans consist of the.

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