To assist organisations in recovering from COVID-19 we have made an account planning tool freely available.
The Viability Solutions Planning Tool
User Guide to clearly explain how to operate the tool.
Enter Account Information to categorise all accounts based on conditions and growth or decline potential.
All accounts are shown on a matrix to provide a visual representation of the existing situation.
Define goals and activities to deliver commercial progress.
Tailor it
This tool can be tailored in a number of different ways to adapt to your organisation’s requirements, these include;
Branding
Colours, logos, and fonts can all be adjusted to reflect your brand guidelines.
Sales Activities
Standardised activities can be included to help guide optimal performance.
Data
Automatic data uploads can be created allowing the latest numbers to populate as needed.
To discuss tailoring this tool, or creating a brand new tool to fit your sales processes, please get in touch.