This document outlines a 5-step process for optimizing revenues from existing accounts:
1. Account scoring - Assessing current and potential value of accounts using data from CRM, ERP, etc. to prioritize focus.
2. Key stakeholder assessment - Identifying and analyzing decision-makers in accounts to understand relationships and motivations.
3. Solution/customer strategy alignment - Aligning solutions to customer strategies and initiatives by gathering intelligence on customers.
4. Buy cycle/sell cycle alignment - Planning engagement based on understanding customer buy cycles and validating progress.
5. Account penetration tracking/validation - Monitoring execution of plans and validating alignment of customer and company processes.
1. Call Center/Telesales Effectiveness Insights – 2005 State of the Marketplace Review
Mine the Gold You Already Have!
Jim Dickie Barry Trailer
Partner, CSO Insights Partner, CSO Insights
Boulder, Colorado Corte Madera, California
Optimizing Revenues in 2012: