Account Manager helps you to deepen your understanding of your enterprise accounts and account portfolios, so that you can grow existing revenue and uncover revenue that might otherwise remain hidden.
The Altify Learning web site is an engaging way to learn how to get the most out of your Account Manager plans.
Note: For assistance with account level planning, see Altify Account Planning.
Account Manager Knowledge Base
The following topics explain some of the finer points of using Account Manager:
- Creating an Account Manager plan
- Setting or changing the plan type
- Plan overview
- Plan details
- Opportunity map
- Relationship maps
- Insight maps
- Objectives and actions
- Test & Improve
Altify guides you through the plan-creation process.
The plan type determines certain aspects of your plans such as the research questions that are answered for the planned accounts.
This gives you a high-level view of the current state of the plan – the essential details from each area of the plan.
On the Plan Details tab you can formulate account plan strategies informed by background information and other research at plan level and at the level of each account in your Account Manager plan.
The opportunity map gives you and your revenue team a focused way to manage and target white space in your Account Manager plan.
Each account and division in an Account Manager plan can have a relationship map to visually represent the relationships you have with contacts at that account.
Each account and division in an Account Manager plan can have an insight map to tell a compelling story about that account's business.
The Objectives page is where you determine the goals (objectives) that will deliver your account plan strategy, and assign the actions that deliver each goal.
Test & Improve is a best-practice meeting cadence facilitated by Altify in your Account Manager plans. It helps your team to collaborate on the plan by providing a structured approach to getting the most out of each person's knowledge and experience.