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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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