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Key account planning


Building better client relationship

Developing, nurturing and maintaining long standing relationships with clients should therefore be top priority for any business. Bodhtree’s key account planning solution offers a single platform where sales managers can identify and segment their key accounts based on the organizational strategy, publish their key account plan and review progress at different milestones.

  • Easy to deploy and use
  • Standard account plan templates based on industry best practices
  • Mobile compatible
  • Increase customer intimacy
  • Significantly improve win-rate and profitability through better opportunity qualification
  • Easily navigate within accounts and build trusted relationships with C-level
  • Reduce competitor influence by identifying new coaches and influencers within your accounts
  • Increase revenues from your key accounts