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Six Must-Haves

to look for in an

Account Planning Template 

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.


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