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Overview


In this section, you will find information about how to create and manage Account Plans in Salesforce, in particular:

  • Objectives of the module
  • Confidentiality settings
  • How to create an Account Plan
  • How to associate an Account to an Account Plan
  • How to add a colleague to an Account Plan
  • How to create a milestone for an Account Plan

 

Link with Commercial Excellence

In practice, the Account Development Plan functionality can be used in different ways depending on the GBU needs. For example, you may use it to manage Key Accounts or to manage customer accounts that you intend to grow as Key Accounts for your GBU or for Solvay.

ILLUSTRATION OF KEY ACCOUNT MANAGEMENT (LINK WITH COMMERCIAL EXCELLENCE)

Key Account methodology is dedicated to Accounts with growth potential, including product development & innovation, for which a dedicated Strategic Plan (KAP), aligned with the customer/market Roadmap, is required for the development of customer focused value propositions. It aims at developing pro-actively solutions for customers that lead to partnership beyond transactions from the desire to understand the customers’ business, their opportunities and challenges, their customers and marketing stakes.

Key Account Managers (KAM) are responsible for developing strategic relationships with their KA, defining & implementing a Key Account Plan (KAP), committing in mid-term business plan derived from the KAP to achieve annual target with regards to sales, volume & contribution margin, etc. 

--> Salesforce can support Key Account Managers in these objectives.

Concerned profiles:

     ALL

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