Case Study
Mutual Account Planning Tool
Our client streamlined data management and reporting, transforming Excel files into PowerPoint presentations and enabling real-time progress monitoring
Client profile
B2B Traveltech
+100 👩💼 sales managers
Implemented at scale, supporting the teams with onboarding and training
+150 clients 👨💻
Consolidated multiple accounts leveraging an standard framework
🚀 500 opportunities identified
Identified hundreds of existing or new opportunities valued €1 billion
The challenge
Moving from transactional to consultative selling
Lack of process definition
Lack of a clear, structured and standard Mutual Account Planning process across regions
Lack of technology resources
Current CRM backlog was packed with priority developments that limited the amount of resources to support this initiative
The solution
MAP tool
The client significantly accelerated its transition to consultative selling by implementing a digital process
Standardized account planning process
Easy way to consolidate data
Efficient and standard client presentations
Reliable and real time progress management
Featured tools
Excel Uploader
Power Tables
Powerpoint Creator
Automations
