Strategic Account Plan Template for Word |
The Objective of Strategic Account Plan Template:
The purpose of this plan is to document information about the account in a single document and to identify opportunities for a long-term relationship with the client that will bring in continuous sales opportunities.
Table of Contents
- Document Objective
- Account Background
- Customer Needs
- Value Proposition
- Sales Opportunities
- Sales Strategies
- Financial Forecast
- Communication Plan
- Action Plan
- Required Resources
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