Account Management

Manage and strategically allocate focus between all buying influences.

Overview:

  • Discuss recognizing and manage multiple types of buying influences in each account
  • Introduce concepts of key and global account management (KAM and GAM)
  • Provide example tools to be used in KAM/GAM
  • This is introductory material to KAM and GAM to present the ideas and possible value to pursuing this kind of strategy
  • Activities include interactive discussion, white boarding, remote-polling and reflection

Objectives:

  • Categorize primary types of account-level buying influences
  • Manage and strategically allocate focus between all buying influences
  • Recognize that account segmentation enables better resource decision-making
  • Understand basic management tools to track organizational performance 

TErritory MANAGEMENT

Discuss overall territory management including planning, strategy, time management, data collection and metrics

Overview:

  • Overall territory management including planning, strategy, time management, data collection and metrics
  • A range of hands-on tools including: sales funnel, call reporting, sales bridges, revenue forecast, win-loss-pending, risk and opportunity tracking
  • The ‘tie it all together’ module that provides a way to see how the skills presented work together to optimize results for the sales professionals
  • Activities include interactive discussion, remote polling and reflection

Objectives:

  • Understand the importance of knowing your company’s position in your territory to prioritize selling time and activities
  • Employ specific tools to ensure meaningful data-driven decision-making