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Account Development Planning |
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· Customer Profiling and Analysis
On screen planning guides and contextual help functions offer straightforward explanations and guidance on new sales processes and methodologies, so that salespeople start to benefit immediately and rapidly develop their full potential to win more business in highly competitive sales situations. |
Product Summary |
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Account Development Planning Salespeople hate writing up old fashioned account plans! Once completed, they languish on a bookshelf to be dusted off once a year when the sales manager requests an account review.
To ensure your salespeople won’t feel the same way about our Account Development Planning Tool, we’ve made it remarkably simple and intuitive to use. We’ve ensured that the Sales Academy’s 6-Step Planning Process provides real benefits for salespeople by including industry leading analysis methods and tools to highlight critical executive business issues. We have built in five Critical Action Plans to guide them in their day to day sales tasks with their most significant accounts and these five Critical Action Plans keep their plan current - and dust free!
Naturally, we’ve made sure that the tool provides your salespeople with simple, effective processes to help them develop value propositions and create activity plans to build meaningful long-term relationships with senior executives.
The Sales Academy’s planning process will help your salespeople find the right answers to their critical account management questions and help them develop winning Sales Campaign Plans for large or significant sales opportunities within their accounts. |
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Account Development Planning Tool: With three options to choose from, Account Managers can select the Planning Template that most closely fits their needs.
Enterprise - designed for very large, complex customers and prospects Professional - ideal for major customers or prospects within a select portfolio of accounts or a small vertical market. Lite - perfect for key customers or prospects within a large geographic territory or a larger vertical market.
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On-Line Sales Planning Templates |

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the sales academy |
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On screen planning guides and contextual help functions offer straightforward explanations and guidance on new sales processes and methodologies, so that salespeople start to benefit immediately and rapidly develop their full potential to win more business in highly competitive sales situations. |


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Sales Processes & Tools for Sales Teams and their Sales Managers |
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Email: info@SalesAcademy.net.nz Phone: + 64 21 816 372 |