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.
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