Operating Plan Best Practices for SAM Programs

Sep 4, 2013

Learn best practices for creating and launching an operating plan for a best-in-class Strategic Account Management (SAM) program.  This e-book is designed to guide Sales and SAM leaders on the initiatives, practices and resources to consider in the operating plan to lead and manage a successful SAM program.

Learn the resources and recommended steps you’ll want to take to enable your SAM program to exceed revenue and organizational business objectives.  Inside you’ll find a prescription for success for each of the following SAM operating plan elements:

  • Account Segmentation – to ensure focus stays on the right accounts
  • Talent Assessments – to ensure that you deploy the right people to drive SAM success
  • Standard Operating Procedures – to ensure execution of the right activities across the organization
  • Optimize Team Performance – by utilizing the right development programs, tools, and technologies
  • Measurement & Coaching –  by implementing the right dashboard metrics that influence success and predict growth in relationships, revenues and profits
  • Financial Analysis & Modeling – to ensure the right funding is established in order to execute the plan
  • Communication – to ensure the right messaging and process for delivering the message is received throughout the organization creating greater buy-in

Download the guide and learn how to establish / align your SAM operating plan to program objectives, gain leadership support and organizational buy-in.


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