Business Plan- Account Management for Large B2B SaaS company
Budget: ₹1,500 – ₹12,500 INR
Looking to prepare an account plan which includes a go to market strategy and expansion plan for the account selected. It should cover these details.
1. Account Snapshot: Company Name, Industry, Revenue - segment wise %, Number of clients, Number of employees - Geographical split (%).
2. Corporate Strategy and strategic action areas (this should be available from Annual Report)
3. Key Processes that would be digitalized to achieve their vision: For example, Improve customer service, Reduction in cost, increase supply chain efficiency, Innovation in process, Data driven decision making, etc.
4. Based on the above, which are the Top 3 Lines of Business (LOB) an Account Manager would like to target for growth? What is your estimated account’s spend potential based on which you chose the Top 3 Line Of Business’?
5. Choose 1 Line of Business - say Sales/CRM, Human Capital Management, Procurement, ITSM and identify any large strategic projects and explain your value proposition
6. Executive Coverage: Map few executives from social media like LinkedIn or Xing or Press releases to show which executives you would reach out to introduce Whatfix value proposition.
7. Sales strategy: What kind of sales strategy would you employ for Demand generation? For example, Events like Webinar, LinkedIn Campaign, leveraging System Integration and ISV partners, referrals, networking, etc etc.
8. How would you open new doors prospecting in the account?
a. List or present any/all strategies you would deploy with as much detail on each including the pros and
cons of each.
b. Specify what tools you would use and the company resources that would be required to pursue your plan.
1. Account Snapshot: Company Name, Industry, Revenue - segment wise %, Number of clients, Number of employees - Geographical split (%).
2. Corporate Strategy and strategic action areas (this should be available from Annual Report)
3. Key Processes that would be digitalized to achieve their vision: For example, Improve customer service, Reduction in cost, increase supply chain efficiency, Innovation in process, Data driven decision making, etc.
4. Based on the above, which are the Top 3 Lines of Business (LOB) an Account Manager would like to target for growth? What is your estimated account’s spend potential based on which you chose the Top 3 Line Of Business’?
5. Choose 1 Line of Business - say Sales/CRM, Human Capital Management, Procurement, ITSM and identify any large strategic projects and explain your value proposition
6. Executive Coverage: Map few executives from social media like LinkedIn or Xing or Press releases to show which executives you would reach out to introduce Whatfix value proposition.
7. Sales strategy: What kind of sales strategy would you employ for Demand generation? For example, Events like Webinar, LinkedIn Campaign, leveraging System Integration and ISV partners, referrals, networking, etc etc.
8. How would you open new doors prospecting in the account?
a. List or present any/all strategies you would deploy with as much detail on each including the pros and
cons of each.
b. Specify what tools you would use and the company resources that would be required to pursue your plan.
Related categories:
Report Writing
Business Plans
Business Analysis
Business Writing
Sales Account Management