Account Manager helps you to deepen your understanding of your customer's business, so that you can grow existing revenue and uncover revenue that might otherwise remain hidden.
The Altify Learning web site is an engaging way to learn how to get the most out of your account plans.
Account Manager Knowledge Base
The following topics explain some of the finer points of using Account Manager:
- Creating an account plan
- Setting or changing the plan type
- Plan overview
- Plan details
- Opportunity map
- Relationship maps
- Insight maps
- Objectives and actions
- Test & Improve
Altify guides you through the plan-creation process.
The plan type determines certain aspects of the account plan.
This gives you a high-level view of the current state of the plan – the essential details from each area of the plan.
On the Plan Details tab you can capture background information and other research both at plan level and at the level of each individual account.
The opportunity map gives you and your revenue team a focused way to manage and target white space in your account plan.
Each account in an account plan can have a relationship map to visually represent the relationships you have with contacts at that account.
Each account in an account plan can have an insight map to tell a compelling story about that account's business.
The Objectives page is where you create and manage the account plan's strategy. The whole team can get strategy ideas down quickly, and then collaborate to develop them into a shared strategy agreed by everyone.
Test & Improve is a best-practice meeting cadence facilitated by Altify in your account plans. It helps your team to collaborate on the account plan by providing a structured approach to getting the most out of each person's knowledge and experience.