Industry-leading companies invest in a combination of people, processes and technology to power successful key account initiatives for growth and deeper penetration. The account planning maturity model is an instrument to help an organization in assessing and determining the degree of maturity of its account planning processes, and how those are impacting the ability to become trusted advisors to their most strategic customers.
This self-evaluation assessment will score how you stack up against the rest of the industry, and offers actionable guidance on how to get to the next level. Take a few minutes to share details about your process today, and receive a detailed report including an account planning playbook with examples of how world-class strategic account teams have upped their game and the immediate gains realized.
Select the response that is most accurate to the current state within your organization surrounding account planning.
How do you currently segment your existing customer accounts?
Who in your organization is responsible for managing key/strategic accounts?
Which of the following best reflects how your sales organization is structured around your largest key accounts?
What best characterizes your process for account planning?
What is the goal of your account planning?
How often is account planning performed?
Who participates in the account planning process?
What information is typically included in account plans?
What level of technology do you use for account planning?
How do you measure key account success?
Thanks for taking the time to provide information about your current key account processes and performance. Please complete the form below to receive a customized report based on the data you entered. Regardless of how you stack up, we’ll share some ways that top-performing account teams have improved, and how their progress has translated to immediate strategic account growth.