A common business framework for customer management that integrates with your own business vision and strategies
Sentinel Customer Business Planning starts with building a clear account vision that is mutually compatible with your own business aims and visions. The process develops account plans based on the
objective analysis of relevant data, strategy generation and opportunity mapping right through to implementation, monitoring and review.
The workshop covers a comprehensive methodology and tools that encompass all business planning and management situations and the needs of selling organisations; from those with little or no formal
account planning tools right through to those with sophisticated tracking and reporting systems.
The workshop uses a 4-step process, with templates and best practice guidelines: Assess, Create, Negotiate, Execute, and is designed to build comprehensive yet simple to operate and quick to
deliver tangible outcomes.
Outcomes
- Creating an account vision
- Sourcing and analysing relevant data to create meaningful, quality insights from objective data analysis
- Strategic opportunity identification and mapping
- Account objective setting and customer planning
- Implementation strategies
- A comprehensive customer management tool that will deliver improved insight into your customers and better on-going business rapport
Applicable to all levels of account capability, sophistication and size
Advanced level
- 2 days
- Face-to-Face
- 4 delegates to 1 consultant
- Essential for: sales leaders and account managers
