How do you plan accounts effectively?
Account planning is a crucial skill for account managers who want to deliver value to their clients, grow their relationships, and achieve their goals. It involves understanding the client's needs, challenges, and opportunities, and creating a strategic roadmap that aligns with their vision and objectives. In this article, you will learn how to plan accounts effectively by following six steps:
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Jayne CraigAccount Director @ Distinction
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Saja BakeerDigital Marketing (DMI Certified) | Communications | Project Management (PMD Pro)| Creative Writing
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EMAD ABDULLATIF CMSA®,CBCA®,FMVA®,FPWM™,FTIP™,BIDA®,CertIFR®,CREFAccounting Tutor and Instructor | Financial Consultant | Innovative Financial Education & Advisory