Best Practice Report

Strategic Account Plans: Eight Critical Components

Steve Silver
Jan 01, 2018

Summary

For B2B sales organizations, creating account plans for large or strategic accounts is a necessity to minimize the risk of failures. Unfortunately, many organizations lack a consistent account planning process or template and do not plan a coordinated sales approach. In this report we define eight required components of a strategic account plan that leads to a deeper understanding of the customer’s business, a roadmap to coordinate the sales approach, and an executable plan for a long-term relationship.

Log in to continue reading
Client log in
Welcome back. Log in to your account to continue reading this research.
Become a client
Become a client today for these benefits:
  • Stay ahead of changing market and customer dynamics with the latest insights.
  • Partner with expert analysts to make progress on your top initiatives.
  • Get answers from trusted research using Izola, Forrester's genAI tool.
Purchase this report
This report is available for individual purchase ($1495).