Utilizing Account Plans for Expansion and Cross-Sells

PROGRAM DESCRIPTION

Join Sales Assembly and Erin Borkowski, Vice President of Customer Success 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.

PROGRAM TAKEAWAYS

1. Create and utilize account plans to deeply understand your customers – their priorities, health metrics, key decision makers, expansion opportunities, and potential risks. These plans foster alignment.
2. Continuously update the account plans to reflect changes over time through regularly scheduled reviews and real-time adjustments when the customer situation changes.  
3. A structured, customer-centric approach to account planning protects revenue by uncovering growth possibilities and mitigating risks that could jeopardize renewals.

GENERAL PROGRAM INFO

This module is part of the Skill Certification Program. The content of each module is designed and facilitated by the Thought Leader in collaboration with Sales Assembly. All Thought Leaders are guided and coached to tap into the foundational elements and strategies needed to develop the necessary proficiency to perform within the role in practice as part of the B2B Tech space. To earn your certification, you need to complete all required modules and fulfill participation requirements. Modules can be completed in any order and at your own pace, offering flexibility to fit your schedule.

*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.