Winning Together with the Account Service Plan
Posted: Mon Dec 23, 2024 8:14 am
Regardless of the account, all account managers have the same simple goal: make the customer happy. The challenge is how to get to where we want to go without a plan. Would you get in a car determined to get to your destination without having any idea how to get there? No, you would determine where you want to go and then plan how to get there, what directions to take, how much time and gas is needed, etc. The same is true of the Account Service Plan that is used to align Dell Technologies practices with the customer’s practices to get to our destination: operational excellence.
Account planning is the process of creating strategic plans to enhance valuable relationships with your key customers that can help with long-term development and retention. Effective account plans help account managers better understand their customer(s).
The Account Service Plan (ASP) is a document that summarizes all relevant information how to get uae number for whatsapp about your client, including their business goals, challenges, and priorities. It is designed for external collaboration with the client and their stakeholders. It identifies how we operate together today to achieve a sound objective and maintain the relationship now and in the future.
The Account Service Plan leads us to collaborate with our client to determine the following and more:
Delivering Business/IT Alignment
Client business overview and strategy
Disaster Recovery
Communication information
An Account Service Plan is essential to identifying opportunities, improving customer relationships, growing the business, creating value, and reducing risk to achieve our shared goal of operational excellence. The seven vital steps of the planning process are:
Account Description: Define all important information about the customer that is relevant to the account plan.
Objectives: What does your client want to achieve and how will success be measured?
Solution – Identify potential solutions that support your customer’s objectives and are in line with Dell best practices.
Action plan – decide on a course of action and list the steps needed to achieve shared goals.
Manage change – Assess the strengths of the client’s account plan. Adjust as needed to provide the greatest likelihood of success and growth.
Implementation – agree on actions and due dates.
Review – Periodically review and adjust your plan to ensure you stay on track.
Communication is the key to unlocking the door to customer collaboration and operational excellence. Don't assume you know what your customer wants. Ask and listen to the answer. Pay attention to what the customer is saying. Ask follow-up questions, clarify points, and rephrase what they've said so you know you've understood them correctly. Document the conversation in your customer's Account Service Plan template.
The best attribute of written communication is that it can be used to share various amounts of information without the risk of someone forgetting it, as it can be referred to for reminder. Review the information received with your client, revise as necessary, and share it with the client's stakeholders.
Account planning is the process of creating strategic plans to enhance valuable relationships with your key customers that can help with long-term development and retention. Effective account plans help account managers better understand their customer(s).
The Account Service Plan (ASP) is a document that summarizes all relevant information how to get uae number for whatsapp about your client, including their business goals, challenges, and priorities. It is designed for external collaboration with the client and their stakeholders. It identifies how we operate together today to achieve a sound objective and maintain the relationship now and in the future.
The Account Service Plan leads us to collaborate with our client to determine the following and more:
Delivering Business/IT Alignment
Client business overview and strategy
Disaster Recovery
Communication information
An Account Service Plan is essential to identifying opportunities, improving customer relationships, growing the business, creating value, and reducing risk to achieve our shared goal of operational excellence. The seven vital steps of the planning process are:
Account Description: Define all important information about the customer that is relevant to the account plan.
Objectives: What does your client want to achieve and how will success be measured?
Solution – Identify potential solutions that support your customer’s objectives and are in line with Dell best practices.
Action plan – decide on a course of action and list the steps needed to achieve shared goals.
Manage change – Assess the strengths of the client’s account plan. Adjust as needed to provide the greatest likelihood of success and growth.
Implementation – agree on actions and due dates.
Review – Periodically review and adjust your plan to ensure you stay on track.
Communication is the key to unlocking the door to customer collaboration and operational excellence. Don't assume you know what your customer wants. Ask and listen to the answer. Pay attention to what the customer is saying. Ask follow-up questions, clarify points, and rephrase what they've said so you know you've understood them correctly. Document the conversation in your customer's Account Service Plan template.
The best attribute of written communication is that it can be used to share various amounts of information without the risk of someone forgetting it, as it can be referred to for reminder. Review the information received with your client, revise as necessary, and share it with the client's stakeholders.