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e-PIRAT Key Account Plan
Build and share your Key Account Plan with your stakeholders!
Overview
e-PIRAT is a structured methodology to build, maintain and share your key account plan among your organization.
A comprehensive, logical, and simple way to build and share your Key Account plan, based on 20 years of KAM training and coaching by Halifax consulting.
The e-PIRAT salesforce based Key Account Plan is a comprehensive though simple to use tool. It allows Key Account Managers to establish and share robust Key Account Plans. The e-PIRAT Key Account Plan is built around 5 sections: - P for Presentation: thorough analysis of the account and their challenges - I for Impact: in depth analysis of the links between your company and the key account - R for Relationship: mapping and qualification of the contacts within the key Account - A for Ambitions: What your company wants to achieve with the key account and how The e-PIRAT gets available customer data in Salesforce: opportunities, contacts..., so that to capitalize on existing data, while developing the necessary further analysis and action/ambition plan, necessary to produce a convincing winning Key Account Plan.
Categories
- Business Needs
- SalesSales MethodologiesSales Intelligence
- Personas
- ExecutiveSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package