What are Accounts Plans and how do I use them?
Account Plans allow Key Account Managers (KAMs) to create and maintain comprehensive plans for their key accounts. By defining high-level strategies, specific objectives, and actionable items, teams can ensure alignment and track progress toward their goals.
The life sciences industry is complex, involving multiple stakeholders and competing priorities. Account Plans help you organize these elements into a structured hierarchy, ensuring that every interaction with an account—whether it’s a discussion about clinical trials or a product detail—contributes directly to your strategic vision.
Your Flightpath
Your Flightpath includes everything you need to understand Account Plans in Vault CRM.
| What are the benefits of using Account Plans? | ~ 3 min |
| What is an Account Plan? | ~5 min |
| How do I create and manage an Account Plan? | ~ 5 min |
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~5 min |
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~5 min |
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~5 min |
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| How do I track progress? | ~5 min |
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~10 min |
