2
Account Planning For The Modern Sales Enterprise Translating Customer Data Into Client Value & Revenue Growth Key Account Planning Done Right According 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 Sell Any 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 Advantage Putting 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 Tools World-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.
