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Account Focused Planning (TAM-led)
Research
Connect
Educate
Customer Portrait Social Selling Tools Avention Account Planning
Cisco Business Intelligence & Linked-In Sales Navigator Template
Ensure the top 20% of your accounts
Are you penetrating a high What are the key industry
portion of your customers trends identified? What line of have an account plan that is built
wallet? What business solutions business contacts can you together with your extended team
(architecture, marketing, partner,
focus will you apply based on identify, connect with & services, capital etc..). Ensure the
the heat-map educate? What drives your
recommendations? particular Vertical? completed version is uploaded to
SFDC
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