How To Update A Significant Account Plan?

Updated on 10 Mar, 2024

1. Go Significant Account Plan from menu
2. A list of deals/Contracts will be displayed, including the serial number, mobile number, name, product, state, amount, probability, next call date, and deal owner. Click Edit button to update.

3. On a different page, under Significant Account Plan Edit, you have 9 distinct parts to update-
a. Under Key contact relationships, you may input key contact information, such as clients, partners, and suppliers, as well as their status.
b. Under Defence Positionings, you may input defense positioning, such as a significant discount for loyal customers, as well as their status.
c. You may input growth potentials such as market penetration, market expansion, and so on under Growth Potentials and their state.
d. You may insert competitive features such as competitive landscape and their status under Competitive Landscape.
e. Under New Business Sales Activities, you can add Product and/or Solution, TCV (Total Contract Value), Pipe Line Stage (e.g., lead generation, qualification, initial contact, etc.), Significant Opportunity Plan (opportunity analysis, value proposition, etc.), and Close Date.
f. You may input the strength of the Significant Account Plan under Strengths.
g. You may input a weakness of the Significant Account Plan under Weaknesses.
h. You may input opportunities of the Significant Account Plan under Opportunities.
i. Under Threats, you may input the threat of the Significant Account Plan.Click Submit.

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