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STRATEGIC CLARIFICATION OF SALES AND ACCOUNT MANAGEMENT ROLES FOR ENHANCED PRODUCTIVITY

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    product-description-logo Plansom is an AI app that helps you create plans instantly into achievable objectives. It helps you prioritise your most important tasks first with AI assistance for every step

  • product-description-logo Implement a comprehensive training program to educate both teams on their distinct functions and collaborative aspects.

  • product-description-logo Clearly define and differentiate the roles and responsibilities of the sales and account management teams.

  • product-description-logo Set distinct performance metrics for sales and account management, aligned with their respective roles.

  • product-description-logo Optimize processes to ensure efficient customer acquisition by sales and effective management by account managers.

  • product-description-logo Establish a framework for collaboration between sales and account management to ensure seamless customer transition.

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PRODUCT DESCRIPTION

    Plansom is the AI App that helps you Succeed

  • product-description-logo AI powered plans to Double Your Productivity.

  • product-description-logo Algorithms to prioritise the most important task first.

  • product-description-logo Achieve goals quickly with AI support.

  • product-description-logo Built in collaboration to maximise team performance.

  • product-description-logo Track your team’s achievements in real-time.

Strategic Clarification of Sales and Account Management Roles for Enhanced Productivity

To achieve your goal of doubling productivity, it's essential to clearly define the roles and responsibilities of your sales and account management teams. This strategy is designed to optimize your customer acquisition and retention processes by delineating clear boundaries and fostering efficient collaboration between the two departments.

Key Strategy Components:

  • Role Clarification: You will distinctly define the roles of sales and account management teams, ensuring that each team understands its specific responsibilities and focuses on its strengths.
  • Process Optimization: Processes will be optimized to enable the sales team to concentrate on customer acquisition, while account managers focus on customer retention and satisfaction.
  • Collaboration Framework: A collaborative framework will be established to ensure a smooth transition of customers from the sales team to account management, enhancing the overall customer experience.
  • Training Program: Both teams will undergo comprehensive training to understand their roles and how they interplay, maximizing efficiency and effectiveness.
  • Performance Metrics: Distinct performance metrics for each team will be implemented, tailored to measure success in their specific areas of responsibility.

By clearly defining and differentiating these roles, the aim is to streamline your operations, allowing sales to effectively generate new business and account management to nurture and grow existing relationships. This strategic approach is crucial to enhance your overall business productivity and success.

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