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

Mutual Account Planning Tool

Mutual Account Planning Tool

Mutual Account Planning Tool

Mutual Account Planning Tool

Featured tools

Excel Uploader

Power Tables

Powerpoint Creator

Automations

Resources

Affiliates & Partners

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Made with ❤️ in Mallorca by anlåk

Resources

Affiliates & Partners

Information

Follow Us

Made with ❤️ in Mallorca by anlåk

Resources

Affiliates & Partners

Information

Follow Us

Made with ❤️ in Mallorca by anlåk