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Account Focused Planning (TAM-led)

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

                                                 particular Vertical?
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