download the key account management presentation template for the top tools to manage enterprise clients. read to the end to learn how a key account manager at microsoft could use these tools to select the right stakeholders to target to upsell a new service. (slide 4) with the same logic, account managers can also use an abc analysis to divide accounts into tiers to prioritize accounts based on revenue impact. because customer b is the highest, and managers have a limited amount of time, this assessment can help allocate time and prioritize accounts based on roi and synergy.
accounts at risk are listed by importance and the length of time they’re in the queue, though managers can edit this to whatever quantifiable kpi is best to track their client’s risk level. if the vp of purchasing has a neutral opinion, but they have a high decision power ranking, this is the key stakeholder to manage and win over. your main kpi as a key account manager is to grow the mrr of your current and, now, new clients. once signed, as the largest health system in new york, this is a major account, so the kam should then focus their attention on sinai to ensure the onboarding process is as smooth as possible. download the key account management presentation template for more slides on the decision making process for ka, profit matrix, kam charter, account retention, rollout timeline, division map, team responsibilities, and many more to save time and hours of work.
once the sales team closes a deal, the account manager will make sure that everything meets the client’s needs in order to build a trusting business relationship. use this account management powerpoint template to present your strategic plan and detail how the company services will resolve the problems of your new customer. this will give you relevant information to present a strategic plan that emphasizes the positive outcome of a long-term business relationship. your client wants to see results and a well-structured section with realistic and achievable goals in your presentation will send the right message. account management aims to build a long-term strategic partnership with clients.
use this powerful 4-stages client success roadmap to guide the customer through the personalized solutions you’ll offer at each stage of your plan. a key account manager has a deep understanding of the clients’ needs and identifies upsells and cross-sells opportunities. place your findings in our 10 fully editable slides. “24slides helps us get powerpoints on-brand, and improve overall design in a timeframe that is often “overnight”. leveraging the time zone change and their deep understanding of powerpoint, our marketing team has a partner in 24slides that allows us to focus purely on slide content, leaving all of the design work to 24slides.” we do not work in an environment where time is on our side and the visual presentation is everything.
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