Planning Template Modules

Account Development

Planning

- Enterprise

Account Development

Planning

- Professional

Account Development

Planning

- Lite

Account Profiling

& Analysis

Account Management

Relationship Management

Sales Campaign

Planning

Qualifying Large Sales Opportunities

On screen contextual Help Guides

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Sales Team

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Description of

Business

Yes

Yes

Yes

Yes

Yes

Yes

Customer Goals

& CSF’s

Yes

Yes

Yes

Yes

Yes

Yes

Competition

Yes

Yes

Yes

Yes

Yes

Yes

Sales

Opportunities

Yes

Yes

Yes

Yes

Yes

Yes*

Key Individual

Analysis

Yes

Yes

Yes

Yes

Yes

Yes

Organisation

Yes

Yes

Yes

Yes

Yes

Discovery

Yes

Yes

Yes

Yes

Yes

Account

Detail

Yes

Yes

Yes

Yes

Yes

SWOT

Analysis

Yes

Yes

Yes

Yes

PEST

Analysis

Yes

Yes

Yes

Yes

Strategy

Yes

Yes

Yes

Yes

Account

History

Yes

Yes

Yes

Yes

Current Revenue Streams

Yes

Yes

Yes

Yes

Account

Maintenance

Yes

Yes

Yes

Yes

Relationship

Building

Yes

Yes

Yes

Yes

Relationship Power Matrix

Yes

Yes

Yes

Revenue

Growth

Yes

Yes

Yes

External

Influences

Yes

Yes

Key Financial

Data

Yes

Yes

Boston Square

Analysis

Yes

Yes

Value Chain

Analysis

Yes

Yes

Developing New Opportunities

Yes

Yes

Vision, Goals

& Objectives

Yes

Resources

Yes

Plan

Reviews

Yes