Account management is all about developing customer relationships and creating new opportunity, resulting in increased, profitable and secure sales revenue.

So we call it Account Development.

How do you currently develop your customer accounts? What is your plan for actively creating value-added sales? How are new customer referrals created from your customer base?

We can assist you in developing your client relationships and making the most of every opportunity - leading to secure customer and client involvement and growing revenues.

Account Development

The Optima Consultancy have developed an Account Development Plan (ADP) which will enable you to strategically assess and plan how to maximise your effectiveness. By centrally holding all the key account information in a format which is easily edited and developed over time, you will be able to structure your creative thinking and planning.

Our ADP is in Microsoft Word format and includes:

• Key decision makers / buyers identification
• Business hierarchy / contact structure
• Customer / client SWOT analysis
• Review planning schedule
• Deal structure tables.