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Book Description

Sales growth starts with planning

Sales accounts are harder than ever to win, let alone keep. Globalization, cloud computing, and crowdsourcing create a marketplace where any account can be lured away by a hungry startup. And the face-time advantage? Forget it. Today's high-quality sale will likely involve six or more decision makers.

That's why it's time to get strategic about how sales teams frame their approach. In Essential Account Planning, sales enablement expert Mark Donnolo blends his years of experience with expert interviews and stories to show you how planning can reliably drive revenue. His five-point framework will prepare you to address the arguments you're certain to hear against account planning, such as lack of commitment, ownership, and time.

Each sales organization is unique, but most have similar challenges and succeed using common principles. And chances are, sales reps in your company already perform many of these account planning tasks, albeit on the fly or independent of others. This book's ready-to-use tools and templates will help you get everyone on the same page to deliver immediate results.

In this book, you'll learn how to:

  • Develop a consistent account plan structure.
  • Create the habits and culture of an ongoing planning process.
  • Navigate the politics that impede information sharing.

Many salespeople believe that more selling creates more sales, but the salespeople who invest in account planning become the true sales leaders. Use Essential Account Planning to bring stability to your sales organization and start seeing the rewards of planning today!

Table of Contents

  1. Cover
  2. Title Page
  3. Copyright
  4. Contents
  5. Foreword
  6. Introduction
  7. 1. Why Do You Need Account Plans?
  8. 2. Use the Right Structure
  9. 3. Set the Goal
  10. 4. Create the Habits
  11. 5. Understand the Politics
  12. 6. Think Big
  13. Conclusion
  14. Appendix 1. Competitive Landscape
  15. Appendix 2. Customer Challenges and Priorities
  16. Appendix 3. SWOT Analysis
  17. Appendix 4. Needs by Division
  18. Appendix 5. Account Map and Team Alignments
  19. Appendix 6. Offer White Space Map
  20. Appendix 7. Goal Build by Opportunity
  21. Appendix 8. Strategy and Action Plan by Opportunity
  22. Appendix 9. Team Commitments
  23. Appendix 10. Budget and Forecast
  24. Appendix 11. Pursuit Scoring Matrix
  25. Appendix 12. Sources of Growth Calculation
  26. Appendix 13. Essential Account Planning Report Card
  27. Acknowledgments
  28. About the Author
  29. Index
  30. Back Cover
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