The Account Planning app captured the profile for key accounts and allows the Key Account Management team to set goals for the coming period, to review the current health of the account against go-to-market criteria, and to plan for actions to improve performance and the advocacy.

Combing this App with connected Apps such as RAID or Risks allow a more complete solution where actions are planned and tracked and risks are mitigated, rather than a static monthly updated process which adds less value

Account Plans is one of 90 off the shelf apps available on the Softools platform.

Adding other Apps to the Softools platform is a simple process, allowing a single login to be able to access any number of Apps in a secure scalable environment.

Often these internally built/provisioned systems are managed in Excel, and so :

Are not aligned to business goals or IT roadmap
Reflect disjointed & inefficient processes
Cannot integrate with other systems
Are not mobile enabled so are device dependent
Offer no real-time collaboration
Can not scale across internal & external teams
Have issues of data security & GDPR/compliance

Softools Smart Apps platform allows mutiple Apps to be delivered throught he same platform, and also offers the ability to build your own apps, with Zero Code, in hours/days

For more details on the 90 off the shelf apps available on the same platform, please see Softools Apps Page

The benefits of a single platform.

Great User eXperience
Mobile optimised
Secure (Data)
Scalable
Stable (99.99% uptime)
API Integrated
One click deployment
Global footprint

Account Plans - Profile For Key Sales Accounts

de Softools