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“Life is sales. All the rest is details.

Chiara Pizzol - MCVP BD Italy

Account Management
Why Account Management?
• To have partnerships that are:
– Long-term,
– Strong
– Enlarge-scale
– Value based
• Credibility & professionalism
Account Management flow

Pre Post
Selling Delivery
selling delivery
Pre
selling

• Market research / targeting


• Identify company needs
• Set right expectations
• DON’T OVER SELL
Pre DURING the
Selling meeting!
selling
• Effective meeting:
 Agenda before meeting
 Detailed flow established
 Take notes/remember
 Wrap-up
 Set next steps 70-30 rule
• Don’t OVERSELL!
Pre AFTER the
Selling meeting!
selling
• Send output of meeting via e-mail
• new information as a respond to the discovered
needs (materials, references, best case practice)
• Materials customized on the company
• Confirm next meeting (selling=several interaction
points)
• Sign contract & formalities 
Pre
Selling Delivery
selling
• Build delivery plan
• Have a clear delivery overview
• Split clear task to account managers (or other
people involved in delivery)
• CONSTANT COMMUNICATION
• Be professional!
Pre Post
Selling Delivery
selling delivery
• Evaluation report
• CRM activities (MyAIESEC.net, company folder)
• Communication (send newsletter)
• Make sure that important events are
respected( 8th March, 24th-31st December, birthday)
Who knows what is
missing? (for an yearly based partnership)
Pre Post
Selling Delivery
selling delivery
The final step!
Which is…?
Transition!
Transition
• History (communication, involvement – conference,
internships...)
• Current plan for the account
• Introduction of the new account manager
• Evaluation and new expectation setting
• Experience sharing
• WORK ON FEEDBACK!
…so then the flow is:
Sellling

TRANSITIO
Post Selling
N

Post
Delivery
Delivery
Useful Extra Effort
• Set a communication plan (how often are you
communicating?)
• Involve partners in events
• Connect them with other partners during events
• Evolve more people inside the company
• Get more info about the company (try to expand to
• other departments)
• In events, utilize buddies all the time with the partners
To ensure
• Credibility – honouring commitments
• Attitude – willing to go the extra mile (under-promise and
over-deliver)
• Communication – keeping the partner informed and have
the possibility to do regular evaluations and get feedback
• Thorough product knowledge
• Understanding their needs
• Support – never letting partners down
(support them) and engage them (have them
support you)
Let’s practice!
6 groups!
• Case 1: TN takers
• Case 2: partnership based on conferences
• Case 3: free accounting program + online
branding (internal + external)
Tasks:
• timeline
• Communication components
• People involved
• Contracting and invoicing
Thank youuuuuuu!

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