COURSE 2

About the course:
Many companies enjoy an impressive, high calibre and loyal customer base but are not fully exploiting this hard-earned position to realise significant business growth potential. This course teaches how to develop an effective account strategy to increase business and improve margins from key customers.

This course will enable delegates to develop an effective account strategy, in line with their company’s business objectives, and learn about effective account planning and relationship management techniques. Delegates will learn how to develop the senior level client contact/ CxO relationships which increase win rates and deal-values.

The course utilizes practical exercises that focus on building a real account strategy and account plan for the delegates’ key customers.

Customization: This course can be company or industry-sector specific and can accommodate account planning and sales processes already in use by a company’s account/sales teams.

Course Outline
This course will enable delegates to better understand, engage and as a result effectively exploit their key customer accounts. The course covers four key areas of account management; strategy, engagement, positioning and deal-making:

• Strategy – How to develop a realistic account strategy and account plan
• Engagement – How to establish business focused and senior relationships through a
‘consultative’ engagement approach
• Positioning – How to achieve better positioning within an account to secure more
business and increase profitability
• Deal-Making – How to maximize win-chance and deal-value by exploiting competitive
advantage over competitors in a customer account

The course introduces a range of proven techniques and planning tools to enhance account management bid performance and can also accommodate a company’s own in-house process and/or terminology.

Through a series of practical exercises throughout the course delegates will build an account strategy for their customer and they will return to the workplace with a qualified action plan for the account and for exploiting key business opportunities in the account.

Who is this course for?
Account Managers and Sales Managers with minimum 2 years sales experience and specific responsibility for named customer accounts

Senior Sales & Marketing Managers responsible for company product, marketing and client strategies.

You will learn:

1. To create a realistic Account Strategy, including:

- Account Planning
- Role of the Account Manager
- Role of Senior Management
- Account expansion strategies (Expand, Establish, Diversity etc)
- Understanding the customer and their thinking
- Contact Planning/Strategy


2. To achieve ‘Business Level’ engagement, including:

- Having a ‘consultative approach’ to selling
- Selling at the CxO Level
- Identification and accessing decision makers
- Thought Leadership and applying a ‘consulting led’ approach


1. To exploit positioning to win more and better business, including:

- The customer business/buying process
- To become a Partner not just another supplier/vendor
- Effective qualification and bid strategy
- Winning tools - competitive analysis, solution planning, negotiation etc

Length of the course: 2 or 3 days

Other Information: Delegates are requested to bring existing account plans, contact plans and business opportunity details. These will be used throughout the course in practical exercises to develop an account strategy.



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