Quick Guide VII: A Top-notch, Sales-Relationships, Account Management Template

Virtually all of the large corporations I’ve worked with have each spent millions of dollars ($US) installing customised sales systems and account management processes. This booklet will give you a snapshot of the core wisdom you need to adopt a ‘best-practice’ account management system for a few pounds (£UK) or dollars ($US).
I have designed a number of sales campaign planning and management systems for complex B2B organisational relationships, i.e. several sales and sales support people selling to a variety of individuals in the same client organisation.
I have applied this experience to design a series of single-page templates that combine to create an overall account management template for both a large and medium sized sales organisation. I have pared everything down to the core and most important wisdom necessary to facilitate a highly effective B2B relationships-based account management process.
If knowledge is intelligible information then wisdom is actionable knowledge. And the wisdom shared in any account management system needs to be easily accessible, by those with authority, to inform decisions and act more wisely.