Account planning is a critical skill for any Key Account Manager.
With Kapta, you get a tool that helps you create strategic, detailed and action-oriented account plans.
Do build your account plans, consider:
- Who else in the customer organization do you need to know?
- What products or services can you show the customer?
- What key initiatives of the customer can you align with?
- What are your growth goals (or quota) for this account?
Answering those questions (and putting the answers in Kapta) will give you a very strong plan for your accounts.