Effective Account Planning with Actionable Org Charts

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Account planning is a thorough process that demands nurturing deeper insights related to clients’ business challenges, prerequisites, processes, and offerings, etc.

Maintaining relationships with existing clients can be difficult if account managers don’t consider selling in such accounts as something more than a transactional process. They need to have clear insights into their organizational dynamics for delivering continuous value while nurturing opportunities, every time possible. To achieve this, account managers often design and execute a proactive and predictive approach while leveraging actionable organization charts of such accounts. It enables them to harness the power of controlling a customer’s environment by addressing their immediate requirements.

Also, account planning is a thorough process that demands nurturing deeper insights related to clients’ business challenges, prerequisites, processes, and offerings, etc. All of these can be smoothly accessed when one leverages the actionable org charts created by sales intelligence experts. Besides, account planning also seeks accurate and insightful answers for queries like- who would be the correct decision-maker to touch base at a regular interval, which stakeholders can create new opportunities, who can introduce some new budget, etc.? Consolidating these insights and orchestrating them through interactive heat maps of the respective account is thus an essential necessity.

Org charts of such key accounts are thus proving to be a perfect tool that allows account managers to communicate value and leverage new opportunities in a smoother and smarter way. These charts are turning out to be a perfect tool for decreasing customer attrition and increasing acquisitions and is actually helpful for identifying client goals and planning an appropriate approach that revolves around leveraging strong opportunities. That customer acquisition is expensive is known to all. Experts are of the view that many of these are related to resource cost that is involved in analyzing customer challenges and requirements.

Even here, actionable org charts play their perfect role by delivering interactive, updated and accurate insights. All of these are highly effective for account planning which in turn reduces acquisition costs by helping account managers to generate revenue by nurturing the existing customers. It's equally helpful for speeding up sales by giving a clear insight into the buying preference of the clients that the account management team is dealing with already.

CLICK HERE to understand how BizKonnect can help you to jumpstart your account planning journey by leveraging account maps.

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