Account Management
English
30-Day Money Back Guarantee
Full Lifetime Access
Self-Paced
Finish in
30 mins!
Finish in
30 mins!
Made for for
Employees
and
Supervisors
Employees
and
Supervisors
No Certificate
Provided
Provided
Mobile -
Friendly
Access
Friendly
Access
What you'll learn
In this course, you will learn how to focus on a single account within your portfolio (or territory) to identify opportunities to increase your Share of Wallet (SOW) and capture more revenue from them.
Skills covered in this course
Description
Each of your B2B customers is an account, and several opportunities may exist within a single account. This three-part course shows how to grow your Share of Wallet (SOW) by finding opportunities within each of your accounts that you might not even be aware of.
Table of Contents
What is Account Management?: Explains how an account plan is different from a portfolio or opportunity plan and how it enables you to increase your Share of Wallet (SOW).
Building an Account Management Plan: Reveals five steps to identifying and prioritizing opportunities within an account.
Time is Money: A game using an example company to show the importance of analyzing data to identify the right opportunities within an account
Author
We’re an experienced group of sales and marketing leaders, and education and coaching stalwarts. We’ve all held senior positions at global corporations, or rolled up our sleeves to turn start-ups into successful international businesses, and in many cases we’ve done both.
Account Management
Account Management 1 - What is Account Management?
How an account plan is different from a portfolio or opportunity plan and why increasing 'Share of Wallet' isn't the only goal of an account plan.
Account Management 2 - Building an Account Management Plan
Reveals five steps to identifying and prioritizing opportunities within an account.
Account Management 3 - Time is Money
Through the use of a game, you'll explore an example company to show the importance of analyzing data to identify the right opportunities.