A Workshop from our For Sales Professonals Only Suite...

Key Account Planning
Advanced Selling Workshop




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Does your Company get 70-80% of its Revenues from 20-30% of your Accounts?

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Do your Sales Professionals understand these keys Customers and have valid Plans for going higher, wider, & deeper in them?

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Are they able to increase your Share and Penetration, or are they stuck selling to the same small group of Customers Personnel?

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Are they calling on and translating your real value to the Executives of these Accounts?

Many companies have products, services and capabilities suited to the major account environment, but do not have the people and team developed to follow through, or a plan of how to obtain the level of business that the company deserves.

Objective: This Sales Skills Workshop is aimed at helping sales & support teams develop meaningful Plans to optimize your value to, and revenue & profits from your Key Accounts.

To assist sales to sell successfully to Key accounts by addressing the above issues, PERFORMAX has designed a Program that helps you plan and position yourself appropriately in these accounts.

Our Key Account Planning Program has 5 major components….

1. A customizeable Instrument for Account Planning, the Key Account Plan.

 

 


2. A Key Account Planning Workshop (2.5 days). The Workshop reviews the Account Planning Process, which is then used by participants to develop their Account Plan, which is presented and amended to ensure a useful "deliverable" for each participant.

3. This Workshop also interfaces to:

a. Winning The Big Deal! which shows Sales Professionals how to develop a Strategy & Plan to win a single Sales Opportunity

b. AccountPlan which shows a Sales Manager how to conduct a value-added Account Plan Review.

4. Account Plan Facilitation where Performax Consultants attend Account Plan Reviews to help install the process as a "way of life" and to identify more business opportunities, and help strategize how to get them.

5. A customizeable tool for defining your Ideal Account Manager, our Personal Success Checklist (PSC).

Target Audience (for 2 above):
Experienced Sales & Support Professionals who have been through basic and advanced sales training. Participants must bring details of a Key Major Account that they wish to penetrate further (e.g., Annual Report, Executive Background, etc.)


Customization
Our associates can provide consulting services to assist you in modifying or adding to the standard programs, workshops and role plays to make them truly reflective of your company's environment.

Pre

Workshop

Key Account Planning - Typical Program & Agenda

a. Work with VP Sales to develop criteria for, or list of Key Accounts, that need Plans, and also define ideal Account Manager Profile (using PSC)

b. Work with 1 Account Team to develop a sample Account Plan and re-usable Template

c. Pre-Workshop Data Collection for Nominated Accounts by Sales Account Managers

d. Key Account Planning (KAP) Workshops - 2-3 days each

 

Workshop

Day 1

Key Account Planning Workshop Agenda

o Why are we doing this?

o The need for, and objectives of "Key Account Planning" Program

o Selling Value & Solutions (Positioning, Differentiating & Targeting for Success)

o Introducing the Key Account Planning Process...
Your Customer, Your Customer's Business, Your Customer's Customer
Our Strengths and Capabilities
What is our highest value, what should we/could we be selling?

o Overnight Exercise 1: Update & prepare for Presentations of Participant Key Account Plans


Workshop

Day 2

o Exercise 1: Presentations of updated Participant Key Account Plans

o Develop Your Account Strategy & Plan + MGOSPA

o Exercise 2: Update & Presentations of Participant Key Account Plans

o Winning specific Sales Opportunities: Winning The Big Deal!!!


Workshop

Day 3

o Exercise3: Update & Presentations of Participant Case Study Accounts - Sampling of Winning the Big Deals

o Implementation Plan for "N" Accounts

o Sales Operations Review Process (Annual Plan + KAPs + WTBD)
o Wrap Up and Evaluations


Post
Workshop

1-on-1 PX Consulting Assistance to help complete and finalize KAPs (by e-mail, web conference, & phone) for Review


WE'VE HELPED IMPROVE REVENUES & PROFITS!!!
…even in times of extreme adversity


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