The strategic sales account plan template is designed to help your sales team achieve synergy and consistency in your core planning processes and to establish a common language across the sales organization.Developing a discipline of strong account planning will offer a vehicle for development of highly-effective account strategies and tactical opportunity execution plans. It will provide an instrument for enabling collaboration across your internal sales teams and with your customer teams – all while produce greater management visibility and insight into current and historical activities and future account potential.

Click on this starter tempalte, modify and assign relevant sections of your account plan template to appropriate stakeholders. Get your sales engineer assigned to the technical section, channels manager to develop the partner’s section while your account manager works on the sales strategy section. All this while, you have full visibility into the entire sales account plan document.

See for yourself, how DocuCollab helps you develop your account plan document with much superior quality finished in just half the time with much less hassle.