Integrated Account Planning
The coordination of account planning activities across different departments or functions to ensure a unified approach and leverage collective resources.
Implications
A strategic approach to managing customer relationships that aligns sales, marketing, and service activities around key accounts, ensuring a coordinated and cohesive effort to meet customer needs and achieve business goals.
Example
Example: A software company uses integrated account planning to align its sales and customer support teams, ensuring that both are working towards the same goals for its largest clients, resulting in improved customer satisfaction and retention.
Related Terms
Different from individual account planning, which might focus on specific aspects of a customer relationship, integrated account planning ensures that all relevant teams are aligned and working together towards shared objectives.
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