Creating and Utilizing Account Plans

PROGRAM DESCRIPTION

Join Sales Assembly and Erin Borkowski, Vice President of Enterprise Account Management at EVERFI, as we hone in on risk mitigation as a skill.

Mutual Action Plans are a key component of a successful pre-sales experience. So why not leverage them to increase your retention and expansion rates? This course will cover the influence of Account Plans to increase retention rates and the best practices to manage them with your customers.

GENERAL PROGRAM INFO

This program is a Skill Development Module (SDM). All SDMs are crafted by our Sales Assembly team keeping in mind guiding metrics that are important to revenue organizations at B2B tech companies and skills that influence those guiding metrics. Furthermore, we are focused on making sure SDMs are timely in context of the B2B calendar and at varying complexity to ensure we have multiple opportunities to meet learners where they are. 

This SDM is also a part of a Certification Program. By completing this module, you will make progress towards being certified by Sales Assembly in a particular skill. Skills vary in the number of modules needed to complete the Certification Program, but you can always review your progress towards completion under “My Certifications.”

*Certification Programs do not have an enforced order or limit on timeframe for completion.

ADDITIONAL INFO TO KNOW

This program is open to all employees of SA member companies. You must be logged into your account to RSVP for this program. If you need help logging in or need help setting up your account, please email lissie@salesassembly.com.

All registrants of this program comply with our Terms and Conditions.