![]() Goals and Objectives: Clear, measurable, and time-bound goals and objectives for the key account relationship.You can use a SWOT analysis template to determine these details. Situation Analysis: An assessment of the current state of the relationship with the key account, including strengths, weaknesses, opportunities, and threats (SWOT) and competitive analyses.Client Profile: Detailed information on the key account, including company background, main decision makers, and relevant client information.The seven main elements of a key account plan typically include: Typically, a project manager will complete the key account plan document. The goal of a key account plan is to maximize the value of the relationship for both your company and your most vital customers for optimal key account management (KAM). A key account plan typically includes information about the client, their needs, their buying behavior, and the steps you’ll take to increase sales and improve customer satisfaction. The elements of a key account plan might vary, depending on your business. Managing Work Collections of actionable tips, guides, and templates to help improve the way you work.Solution Center Move faster with templates, integrations, and more.Events Explore upcoming events and webinars.Content Center Get actionable news, articles, reports, and release notes.Partners Find a partner or join our award-winning program.Professional Services Get expert help to deliver end-to-end business solutions.Technical Support Get expert coaching, deep technical support and guidance.Help Center Get answers to common questions or open up a support case.Smartsheet University Access eLearning, Instructor-led training, and certification.Community Find answers, learn best practices, or ask a question.Learning Center Find tutorials, help articles & webinars.A quarterly roundup of the innovations that’ll make your work life easier. What’s up next A sneak peek at upcoming enhancements.Digital asset management Manage and distribute assets, and see how they perform.Resource management Find the best project team and forecast resourcing needs.Intelligent workflows Automate business processes across systems.Governance & administration Configure and manage global controls and settings.Streamlined business apps Build easy-to-navigate business apps in minutes.Integrations Work smarter and more efficiently by sharing information across platforms.Secure request management Streamline requests, process ticketing, and more.Portfolio management at scale Deliver project consistency and visibility at scale. ![]() Content management Organize, manage, and review content production.Workflow automation Quickly automate repetitive tasks and processes.Team collaboration Connect everyone on one collaborative platform.Smartsheet platform Learn how the Smartsheet platform for dynamic work offers a robust set of capabilities to empower everyone to manage projects, automate workflows, and rapidly build solutions at scale.The add-to-spreadsheet process will also insert a sheet called Budget Journal into your spreadsheet.įurther, the installation will add a “Track” column to your Categories sheet where you can enable “Savings” functionality on a category-by-category basis. ![]() Tracking changes to savings rollovers requires an additional log sheet called Budget Journal. Using the Savings Budget with the Tiller Foundation Template
0 Comments
Leave a Reply. |