databahn Releases Strategic Account Plan Template for Enterprise Sales Reps
Developed to help build more cohesive and organized sales strategies and tactical plans for Fortune 500 accounts
By: databahn, LLC
databahn CEO Ryan Murray explains the idea behind the template, "As a former enterprise sales rep, I understand firsthand the tremendous amount of time it takes to compile an enterprise account sales plan. We created this useful spreadsheet template to make the process easier and more organized. And, more importantly it's easy to update on an ongoing basis throughout the year." Mr. Murray continued, "we understand the strategic account planning process is primarily for your benefit as an enterprise seller and secondarily for your management. After putting many hours of research into the account planning process, the last thing you want to do is drop this document into your desk drawer until next year. The strategic account plan template is in a spreadsheet format which makes it easy to update on a daily, weekly and monthly basis."
The Strategic Account Plan Template includes tabs for an Executive Summary, the Account Management Team, a SWOT Analysis, Earnings Call Insights, Annual Report Insights, a Financial Summary, your Industry & Competition, your prospect's Industry & Competition, how your Product & Solution Aligns to your customer's needs, Sales Pipeline & Forecast, Contract Decisions, Relevant Success Stories & Case Studies, Marketing Strategies & Targets, Account Based Marketing, Current & Planned Projects, Strategic Relationship Assessment, Partner Analysis, One Month Goals, Quarterly Goals, One Year Goals, Key Contacts, Organizational Reporting Structures, and Division & Subsidiary Structures. The Strategic Account Plan Template is free to download.
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