What is an Account

Accounts are a combination of strategically important customers and locations brought together under a name that you define. Together they cover an area of influence which could span several geographies.

Bringing different elements together in one place helps you understand the impact of groups and key players on the decision-making process.

The Account Planning module enables you to:

• Profile your accounts and focus on the people you need to reach
• Create a business plan with objectives and actions focused on your goal
• Identify and map connections between key account customers so the lines of influence and budgetary responsibility are clear
• Target your time and efforts effectively

Important: Account Science will be configured to your business requirements. Accounts may have already been defined and set-up, or they may need to be created by users