Account Planning

Do you have a sales template to help WIN BIG DEALS?

Account Plan Pro for is a sales strategy template for strategic account management. As a key account planning template, it guides sales people in identifying high-leverage opportunities, strategies and tasks and driving quota attainment and account penetration.

These strategic account plans are ideal for account reviews. They save time re-entering data and provide one place to monitor results and adjust strategy and action plans. It is best for salespeople/account managers who manage a few key accounts.

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Account Plan Pro in-app dashboardsCreate an Account Plan, including:

  • Goals & strategies for their achievement
  • Key opportunities and strategies to win
  • SWOT analysis
  • Sum all open and closed opportunities
  • Calculate pipeline needed to achieve goal
  • Automatically bring in opportunities
  • Connect strategy to action
  • Reports and Dashboards to track progress


  • Improve account penetration
  • Ramp up quickly and easily
  • Manage and guide progress
  • Great Value (see pricing page)

See screenshots of Account Plan Pro.

Learn more and try Account Plan Pro at the AppExchange.

For more on features, editions and pricing, see the pricing page.

Selecting a Strategic Account Management Tool

Important elements to look for:

Works in your CRM (i.e. Designed to enable the account manager
Straight-forward, easy to use and learn Insight for the manager; facilitates coaching
Good Value in dollars and training time Works with any sales methodology

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