Choose one that fits YOUR selling environment.

With longer buy cycles, expanded buying groups, and increasingly complex customers, sellers need to keep track of a huge range of moving targets to sell strategically and stand out from the competition. As a result, most mature sales functions are adopting formalized account planning, including use of templates to inform and document key insights and actions.

There are numerous choices between home-grown tools, publicly available content, and off-the-shelf options embedded within sales methodologies and technology platforms. Each offers value.