account planning for the modern sales enterpriseaccount planning for the modern sales enterprise...
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Account PlanningFor The ModernSales EnterpriseTranslating Customer Data Into Client Value & Revenue Growth
Key Account Planning Done RightAccording to SiriusDecisions, an effective strategic account plan should lead to a deeper understanding of the customer’s business and result in an executable plan for maximizing account revenue. While SFA and CRM applications work well for tactical sales data and reporting, they weren’t designed to deliver meaningful team selling or account management functionality beyond text fields and custom reports of manually collected data, leaving knowledge and information gaps that hold the key to protecting, defending and growing key account revenue.
Technology That Works the Way You SellAny CRM. Any Methodology. Any Data Source.
Enter Revegy. We pioneered and designed a proven account planning framework and technology built upon the knowledge that CRM’s alone cannot manage or change the course of a customer relationship and that no single CRM can solve the challenges of every sales organization, especially when it comes to complex B2B sales. We are the only CRM-agnostic, enterprise-class platform that provides the actionable intelligence required to manage your most strategic accounts, drive revenue performance and execute repeatable,
coordinated plans for profitable, long-term relationships.
The Revegy AdvantagePutting the Power of Visualization To Work in Key Account Planning
Revegy unlocks the value of data formerly sequestered in traditional manual sales processes to deliver actionable insights that provide a clear and single view of key accounts that is absolute and complete. Our collaborative visual platform delivers a complete view of customer needs, providing sales teams with a common framework to identify highly qualified revenue opportunities and structure critical
thinking to optimize key account value and long term forecast visibility.
By placing the complex landscape of strategic accounts in a visual context, enterprise sales teams gain the customer focused clarity they need to identify gaps, correlations and hidden opportunities not visible with CRM technologies or manual efforts. Put simply, we translate customer intelligence into value for your client and revenue for you.
A Proven Framework Supported by Best-of-Breed ToolsWorld-class enterprise sales teams have discovered the ideal mix of people, process and technology to drive double-digit key account growth with Revegy. The elements below have become critical to driving the consistency, collaboration, and intelligence required to address the unique challenges of managing and growing strategic customers. Couple that with the ability to export plan data into PowerPoint for automated presentation generation for client interaction and QBRs, teams now spend 50% less time on average than with previous manual or annual processes.
We are the only CRM-agnostic, enterprise-class platform that provides the actionable intelligence required to manage your most strategic accounts, drive revenue performance and execute repeatable, coordinated plans for profitable, long-term relationships.
Account Prioritization GridProvides a proven way to segment customers by priority and potential and guides the organization as a whole to mobilize and focus teams on the highest priority accounts and activities
Strategic Account PlanDrives consistency and standardization in account planning process and addresses coordination issues among large sales teams by providing actionable tactics so the internal team and stakeholders are all working toward a defined set of goals and objectives which address key areas such as revenue, relationship, and customer success
Account Strategy MapEmpowers reps and account managers to pinpoint and focus on the initiatives that are likely to receive funding and lead to highly qualified sales opportunities
Customer ScorecardHelps teams and executives understand which accounts could be at risk and which are ripe for further growth, delivering insight into which high-value accounts to focus on and where to focus within those accounts
Stakeholder Influence MapProvides a deeper
understanding of the politics within an account and who influences who so reps can
ensure they have access and buy-in from multiple decision
makers, reducing potential risk and driving more strategic
opportunities
Account Planning PlaybookProvides teams with a
blueprint for tying the sales process to customer goals and desired outcomes for
accelerating highly-qualified growth opportunities
White Space MapHelps your sales organization
get an enterprise-wide view of the solution footprint within
a key account to assess the current state of other
suppliers or installed solutions, the competitive landscape, near-term buying plans and long-term needs, revealing
net new, cross-sell and up-sell possibilities
Revegy is trusted by world-class sales teams for a reason.
Visit www.revegy.com to find out why.