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A business runs when it has clients, and clients stay with the business as long as the company provides exceptional services. Assigning responsible account managers to your company’s high-value clients is one way to ensure client retention. To help you manage and serve your clients better, SlideTeam has come up with actionable PowerPoint Frameworks that are expert-designed.
Read more about the best strategic planning cycle templates by clicking here.
Industries Leveraging Our PowerPoint Templates
- Technology and Software: These PowerPoint Presets help account managers track client requirements. They monitor deployment progress and manage upgrades and other such requirements.
- Healthcare:Â The healthcare industry uses these PowerPoint Layouts to track regulatory compliance, hospital products or services and patient satisfaction.
- Manufacturing and Supply Chain:Â In manufacturing, these presentation layouts streamline large and complex supply chains. Furthermore, they optimize inventory levels and ensure timely delivery.
- Financial Services:Â Banks and financial institutions use these PPT Templates to manage major accounts, such as corporate clients and large nonprofits.
Perform your best account planning using our PowerPoint Frameworks.
We have named a few industries, but our presentation templates apply to every business genre out there. Furthermore, these 100% customizable templates give you the flexibility to edit presentations. Additionally, the content-ready slides give you the much-needed structure.
Explore our professional account management planning templates by clicking here.
Let’s start!
Template 1: Strategic Account Plan PowerPoint Deck
Companies should always keep a hold of their clients, who generate business revenue for them. They should prepare a complete strategy to provide them with the best services. Hence, you can use our PowerPoint deck to build the best strategic account planning. The first slide belongs to achieve more customer retention, therefore, preparing frameworks according to it. The second slide contains the phases of strategic account planning, in which you can display different phases, such as creating a portfolio, developing a strategy, and growing. The third slide consists of a proper strategic business plan process, including planning, communicating, implementing, evaluating, and identifying. Overall, this PowerPoint Deck can change the way you work. Get it now from the link below.
Template 2: Phases of Strategic Account Management Plan PowerPoint Theme
Our PowerPoint Template will help you devise the complete phases of a strategic account management plan. This presentation starts with phases showing Phase 1 - create portfolio, Phase 2 - develop strategy, and Phase 3 - growing. You can fill in descriptions for each phase, such as creating a customer profile, building trust to develop strong relationships with clients, recognising customer requirements, and identifying new opportunities for Phase 1. For phase 2, you can include determining the value to better serve customers, setting short and long-term goals, and initiating steps to achieve these goals. The last is phase 3, in which you can mention points like monitoring and reviewing to avoid risks that may arise. The row belongs to the activity, and you can portray each phase in a concise manner.Â
Template 3: Strategic Account Plan Business Process PowerPoint Theme
Our PowerPoint Preset will assist you in generating the best strategic account plan business process. You can start from the first step, which is to plan and include segments, explain the account portfolio, define the go-to-market strategy, and align objectives with particular account plans. The second step is communication, which consists of conveying plans and goals to team members and addressing customer problems. The third step consists of implementation, which involves executing all plans, collaborating with teams and solving customer issues. The fourth step belongs to execute, in which you can portray account portfolio performance, account plan performance and effectiveness. The last step is to identify, which shows opportunities to improve performance and various strategies to continue, alter or drop the plan.Â
Template 4: Quarterly Strategic Account Action Plan PowerPoint Preset
Companies should have a quarterly strategic account action plan, which can be developed using our PowerPoint Framework. This presentation is divided into three parts: account objectives, account strategies, and quarterly action plan. The first section is account objectives, under which you can show several points, like earning service organization credibility, improving client satisfaction, and evolving a potential customer profile. The second section is account strategies, which consists of engaging senior-level management in account review sessions, knowing daily operations, and viewing service usage for SLA re-negotiation. The last section belongs to the quarterly action plan, and you can show the complete process in four steps.Â
Template 5: Business Scope of Strategic Account Planning PowerPoint Slide
More clients will be attracted to your business when you have reliable strategic account planning. Hence, you can make it by using our PowerPoint Slide. This presentation shows four sections that are important for strategic account planning. The first section is sales account planning, under which you can portray information related to consumer behaviour, focusing on converting users into consumers. The second column is key account management, which helps you show key resources and special managers assigned to key accounts. The third section is strategic account management, which focuses on high-value accounts for mutual growth. The last section is account-based marketing, and you can portray how to solve customer challenges and create marketing campaigns for these customers. Get it now from the link below.
Template 6: Challenges Faced By Strategic Account Planning Managers PowerPoint Theme
Account managers have to go through several challenges while preparing strategic account planning. Show every challenge through our PowerPoint Preset. You can portray the first challenge as a clash between short and long-term goals with sub-points like managers usually frame strategies considering short-term goals; accomplishing short-term goals leads to ignorance of long-term goals. The second challenge is having efficient strategic tools, and you can display a lack of automated tools; no specific tools are available for different processes. The third challenge is maintaining good customer relationships, such as a lack of regular communication with key accounts and the busy schedule that makes meetings difficult. The last obstacle is implementing a strategic plan with aligning the team for a long-term period of time and many more. Grab it now!
Template 7: Key Components of Strategic Account Planning PowerPoint Preset
Do you require a PowerPoint Design that helps you show all the important components of strategic account planning? Our presentation is designed for this purpose as it helps you jot down all of the steps starting from key accounts' potential with sub-points, such as acknowledge account history and customer bio-data. The second component is customer preferences, which involves understanding customers' likes and dislikes and recognizing factors that affect customer choices. The third element is opportunity recognition, which detects the scope of converting more deals and offering deals that align with the customer's business goals. The fourth component is mutual relationship alignment, where you can plan for mutual benefits and frame strategies that align with customers' expectations. The last element is action-plan coordination, for which you can prepare mitigation plans.
Template 8: Strategic Account Planning Best Practices PowerPoint Template
Display the best practices related to strategic account planning using our PowerPoint Slide. You can show the first practice of using account data efficiently, and the sub-points will come from using customer data and deal scoreboards for framing strategy and considering client preferences before going on face-to-face meetings. The second strategic planning would include an audit account plan regularly, which includes an auditing plan regularly to track progress; the auditing plan provides scope for change in the environment. The last strategic objective is to learn about lost deals, including noting down the reasons for lost deals and working on noted areas to avoid losing deals. Claim this PPT Utility now from the link below.
Template 9: Best Practices for Strategic Account PowerPoint Preset
Our PowerPoint Framework will help you show the complete process for strategic account planning. First of all, it begins with identifying key accounts with sub-points, like looking for accounts with the most potential for revenue growth and selecting accounts that bring the greatest strategic value to the organization. The second step is building relationships with bullet points, such as building strong relationships with key decision-makers and influencers. The third step is to communicate effectively, and you can communicate regularly with customers and keep them informed. The fourth step is setting goals and tracking progress, which leads to setting clear goals and objectives for each account. The last step is collaborating with internal teams with the sub-points, such as working closely with all the teams. Click on the download link below to claim it now!
Template 10: Strategic Account Plan PowerPoint Slide
Businesses want to provide the best services to their high-value clients. However, they should know about the client's requirements and priorities first. Hence, use our PowerPoint Template to note down each detail about the client's requirements. You can store information under the business overview section, which helps you display the client's key priorities, key initiatives, and people. Under annual account targets, you can mention the clients that the account managers will handle. Furthermore, there are various types of revenue streams, such as estimated annual revenue and value proposition. Mention the action plan in the last sentence, along with basic details related to the company, prepared by and date. Download this presentation layout now and start editing it right away!
Enhance Your Client Relations Using Our PowerPoint Themes
In conclusion, our PowerPoint Frameworks offer an efficient way for businesses to manage and enhance client relationships. These are the best tools for account managers to deliver exceptional services to each client; hence, there will be more client satisfaction.
