Account Strategy and Planning™ (ASAP™)

Program Description
The one and one-half day ASAP™ program has five primary outcome objectives for the program participants:

  1. An ability and understanding of how to organize team members around a focused and integrated account strategy.
  2. A workable means for updating team members and critical support resources on what is currently happening in the account and what needs to happen.
  3. A process for deciphering and planning what needs to happen in the account and the ability to develop an effective action plan.
  4. A process for team members to surface, communicate, and resolve problems quickly.
  5. A process that will allow team members to conduct a meaningful account strategy overview for senior and executive staff.

The ASAP™ program provides Account Managers the following tools and skills:

  • Identifying and defining the types of customer relationships
  • Criteria for identifying strategic accounts
  • Building account teams
  • The strategic account planning process
  • Managing purchasing behavior
  • Managing opportunities
  • Analyzing your position
  • Developing your account strategy
  • Developing action plans
  • Analyzing your customer
  • Analyzing your competition
  • Building internal support
  • Managing relationships
  • Managing information
  • Managing the Account Team
  • Managing customer satisfaction
 

 


Produce CD-ROM and video-based materials

Develop video-recorded cases for application

Provide written
evaluations of
sales calls

Provide post-call sales coaching


 
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