Key Account Success Plan

Cindy Wincek
Cindy Wincek Member Posts: 4 Seeker
First Comment
edited December 2021 in Metrics & Analytics
Hello All, 

I'm new to my org and am working on building out my account plans for my strategic accounts.  With my enterprise level accounts, it's difficult to determine exactly where to start.  Does anyone have any good resources or templates they can share that might be a good starting off point?
Cindy Wincek 
Sr. Success Manager | Salesforce
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Comments

  • Mary Rosberg
    Mary Rosberg Member Posts: 14 Contributor
    First Comment
    edited December 2021
    Depends on what you'd define as an "Account Plan" -- Tell me more?

  • Cindy Wincek
    Cindy Wincek Member Posts: 4 Seeker
    First Comment
    edited December 2021
    Hi Mary, 

    Sure and thanks!  Perhaps success plan is more descriptive.  I want to build strategic success plans to improve value received by key customers, drive retention, and identify new areas of opportunity. I basically want to roadmap my path to delivering customer outcomes. I am looking for a good framework or template to give me a good place to organize my efforts.
    Cindy Wincek 
    Sr. Success Manager | Salesforce

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