Strategic Account Snapshot (SAS) Workshop

Strategic Account Planning Made Easy

Strategic Account Snapshot^TM is a one-day, fast-paced interactive workshop that represents the next generation in account planning for enterprise sales organizations. It focuses on helping professional salespeople and account teams develop an Account Plan Snapshot for their strategic accounts.

Every element of the Strategic Account Planning process has passed the No Wasted Motion test.

The workshop is supported by a robust Software Tool that is distributed to account team leaders in advance of the workshop so that selected elements of the account plan can be completed before the account team arrives at the workshop.

Who Should Attend

Professional salespeople, account teams - both core and extended members - and relationship managers who need to effectively leverage the creation of an account plan for their strategic account.

What You Will Learn

In just one intensive day, your sales teams will have accomplished the following...

• Developed and revised an Account Plan Snapshot for one of their strategic accounts
• Identified and verified new revenue growth opportunities - comprised of both known (existing) opportunities and unqualified new opportunities
• Identified influential client executives within the strategic account, who have played key roles in previous major buying decisions
• Built a Relationship Map that aligns key client executives with members of the core and extended team (as well as business partners)
• Created a realistic action plan for the next 60-90 days that focuses on the top sales opportunities within the account
  

Take a Closer Look

Or take an in-depth look at the workshop details, including workshop objectives, module content and more information about the Software Tool, as well as other support materials that accompany the workshop, with our Design Document .

Workshop Bonus: Software Tool and Resource Guide

The workshop content is supported by the Strategic Account Snapshot Software Tool, created and developed using Visual Basic within Excel. The Tool is extremely visual, easy to use and dramatically depicts various components of an account plan. Workshop participants come to the workshop having used a portion of the Tool for their pre-work assignment. Participants receive full access to the Tool with a password that is distributed in the workshop.

The Strategic Account Snapshot Resource Guide is also made available to participants in advance of the workshop. The Guide is an extensive compendium of Internet sites and tools for client research that salespeople can use to do a more effective job in researching their clients.

To learn more about how the Strategic Account Snapshot Workshop and the accompanying tools can benefit you and your sales organization, call (404) 256-1801 in the United States or complete our Workshop Inquiry Form .