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Account Growth
Existing customers can represent a substantial portion of new revenue. For companies engaged in complex b2b sales, effective account planning is critical to unlocking the often overlooked potential of existing accounts. Many sales teams struggle to develop an effective framework that enables them to consistently execute on account segmentation, planning, and growth.
The purpose of this training is to equip you with the knowledge and skills needed to master the Account Growth module in Membrain.
By the end of this training, you will be well on your way to having a tangiable workflow which helps you visualize your best clients, create account plans, expand relationships, and build growth.
What we’ll cover
The Account Growth training is divided into three sessions of approximately one hour each.
Introducing Account Growth
We will introduce you to the power of Account Growth in Membrain, and give you best practice guidance , based on your business requirements, to help you get started with Account Growth
The benefits of Account Growth in your Membrain
Different types of account growth plans and what suits your business best
The analytical tools of Account Growth
Growth Grid and visualizing your high priority Accounts by value, potential and untapped potential
Recommended Participants: Administrator, Sales Management and/or Project Lead
Customization of Account Growth
We dig deeper into the functionalities of how to create effective account plans, processes and workflows to maximize the value of each customer
Building a process, with steps and stages to keep you on track
Deep dive into the various Components and tools available
Creating customized graphs to show trends and growth on an account level
Creating connecting workflows between modules for a smooth transition throughout your business
Recommended Participants: Administrator, Sales Management and/or Project Lead
Best Practises
We will share how to take action in the Account Growth module utilize the full value of your customers
Using Rules, Events and Automations to streamline your process
How to spot trends based on Account Growth metrics and act on them
Optomize Stakeholder management for additional insights and stronger relationships
How to continually improve and adapt your workflows to ever changing industry trends
Recommended Participants: Administrator, Sales Management and/or Project Lead
Scope: 3 sessions, 1 hour per session Price: Please talk to your Customer Success Advocate, or write to us here
Introducing Account Growth
Customization of Account Growth
Best Practises
