Strategic Account Planning Workshop


Planning for and selling to customers has never been more challenging than it is today. With increased competition, Category Management, and the deluge of data, your job is more complex than ever before. Short-term planning does not work. Your job requires the development of plans which are strategically aligned with your customer's goals, strategies and tactics. These plans are designed to grow the category's and your brands, while building and nurturing the customer relationship.

A pre-conference questionnaire requires communicating with your customers regarding their strategies, initiatives and how you perform against their expectations. You will work through an analysis which results in developing plans (around the 4 P's of the marketing mix) to share and get buyoff from your customer. You will identify those decision makers within your customer's organization and their key buying influences, in order to set goals that continuously develop a partnership with them. You will write a business plan with short and long-term goals for your categories.

Understanding your customer's category goals, strategies and tactics prepares you to match your proposal to their needs. By following Delta's negotiating process, you will be prepared to avoid the walk-away position and achieve win/win results.

In this two day workshop, you will learn:

Perform a situation analysis

Develop a S.T.O.P analysis
- Strengths
- Trends
- Opportunities
- Players

Identify key buying influences
Identify key buying influences
Develop an account profile
Pre-call planning report

Workshop Schedule and Fees:

This workshop is only offered exclusively for company specific programs:

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For more information call
Phone: (678) 594-6934

Or email
training(at)delta-assoc.com