Account Management
Last Updated 03/2024
English
Export to your LMS
Full Lifetime Access
Finish in
30 min! Run Time
30 min! Run Time
Made for for
Employees
and
Supervisors
Employees
and
Supervisors
No Certificate
Provided
Provided
Mobile -
Friendly
Access
Friendly
Access
What you'll learn
In this course, you will learn how to focus on a single account within your portfolio (or territory) to identify opportunities to increase your Share of Wallet (SOW) and capture more revenue from them.
Skills covered in this course
Description
Each of your B2B customers is an account, and several opportunities may exist within a single account. This three-part course shows how to grow your Share of Wallet (SOW) by finding opportunities within each of your accounts that you might not even be aware of.
Table of Contents
What is Account Management?: Explains how an account plan is different from a portfolio or opportunity plan and how it enables you to increase your Share of Wallet (SOW).
Building an Account Management Plan: Reveals five steps to identifying and prioritizing opportunities within an account.
Time is Money: A game using an example company to show the importance of analyzing data to identify the right opportunities within an account
Author
We’re an experienced group of sales and marketing leaders, and education and coaching stalwarts. We’ve all held senior positions at global corporations, or rolled up our sleeves to turn start-ups into successful international businesses, and in many cases we’ve done both.
Account Management
Account Management 1 - What is Account Management?
How an account plan is different from a portfolio or opportunity plan and why increasing 'Share of Wallet' isn't the only goal of an account plan.
Account Management 2 - Building an Account Management Plan
Reveals five steps to identifying and prioritizing opportunities within an account.
Account Management 3 - Time is Money
Through the use of a game, you'll explore an example company to show the importance of analyzing data to identify the right opportunities.
Frequently Asked Questions
This course is designed for employees and supervisors who need to complete Account Management training
Yes. This course is designed to meet applicable federal requirements and commonly mandated state standards. Always confirm specific state or industry requirements with your local regulations.
The course takes approximately 30 minutes to complete and can be paused and resumed at any time.
No. This course does not include a certificate of completion.
Yes. You can assign this course to individuals or groups using Coggno’s LMS, or purchase multiple seats for your team.
Yes. This course can be exported for delivery in most learning management systems (SCORM compatible).
Yes. The course is fully self-paced and available 24/7.
Yes. This course includes a knowledge check to reinforce learning and verify completion.
Learners have lifetime access from the date of purchase.
Yes. A preview is available so you can review the course format and content before purchasing.
Yes. Content is reviewed and updated as regulations and best practices change.
Yes. This course is available for free with an active Prime Subscription.
Yes. Refund requests can be submitted within 30 days of purchase.
