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Account Plans

Collected pages and resources relating to the term, Account Plans, on this site.

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The term, Account Plans, is is grouped with sales tools because they guide the management of important customer relationships on an account-by-account basis. 

An account plan identifies qualitative relationship objectives as well as account sales targets and the approach strategy. It serves to guide salespeople and account managers according to sales management governance and fulfills reporting requirements.

The pages listed below offer more information on account plans, and related services.

If you need to prepare account plans to manage and maintain key customer relationships, we can help by adapting the most effective account plan templates used elsewhere or designing a template to meet your specific needs. To learn more, telephone +44 (0)1392 851500. Alternatively, use the contact form here, or send an email to jimm@salessense.co.uk.

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