Public Schedule Face-to-Face & Online Instructor-Led Training - View dates & book

Instructor-led training -

Excellent Account Management

Face to face / Online public schedule & onsite training. Restaurant lunch included at STL venues.

From £495 List price £650

Building long-term mutually beneficial customer relationships should be a primary goal of any successful sales professional. Identifying key accounts and their importance as profitable main revenue streams is essential to long term success.

Who is this course for?

Sales professionals already on a committed path of continuous improvement, those looking to refresh their understanding and desire to be successful or those wishing to enter a sales related role.

Excellent Account Management

Benefits

By the end of the course you will be able to:

  • Identify top accounts
  • Use a proven account planning process
  • Develop and maintain multiple relationships
  • Apply strategic business goals
  • Assess barriers to success, account and individual perspective
  • Be in step with business objectives to ensure optimum performance
  • Ongoing appraisal of customer needs to ensure smooth account management

Course Syllabus

Understand your current situation

Define your current role
Apply a SWOT analysis to accounts
In team and customer politics
Review of competitive market activity
Decision makers & processes

Setting strategic business objectives

Understand customer's ROI (return on investment) expectations
Appreciate the importance of setting personal and business objectives

Relationship management

Prioritise which account contacts to review
Managing relationships with effective communication and building rapport

Barriers to success

Interpersonal skills
Personal outlook
Time management
Influencing & negotiating
Fact finding and questioning

Key course takeaways and agreed next steps

Setting clear objectives with commitment to review and improve
Five point account review plan of action

"What do I get on the day?"

Arguably, the most experienced and highest motivated trainers.

Face-to-face training

lunch

Training is held in our modern, comfortable, air-conditioned suites.

Lunch, breaks and timing

A hot lunch is provided at local restaurants near our venues:

  • Bloomsbury
  • Limehouse

Courses start at 9:30am.

Please aim to be with us for 9:15am.

Browse the sample menus and view joining information (how to get to our venues).

Refreshments

Available throughout the day:

  • Hot beverages
  • Clean, filtered water
  • Biscuits

Online training

online training (virtual)

Regular breaks throughout the day.

Learning tools

in-course handbook

In-course handbook

Contains unit objectives, exercises and space to write notes

24 months access to trainers

Your questions answered on our support forum.

What to expect when training

Training Formats & Services

  • On a public schedule at one of our
    London training venues.
  • On-site at your company office UK wide
  • Near-site, at a location close to you
  • Tailored courses to your requirements
  • Productivity Training Programs
  • Consultancy
  • Bespoke one-to-one
  • Rollout
  • TNA
  • Upgrade
  • Case studies

Summary

Allpress Espresso

gravatar

J P

A good day of teamwork and sharing ideas. However the agenda was very long and therefore felt unrealistic. True enough, we lost structure and focus towards the end (I.e team and personal goals would have been great at the start of the day). Feels like training that is more relevant to big corporates than smaller businesses. Some of the group work was really useful though.

Astound Commerce

gravatar

Ursula Lennon,
Client Services Mgr

Overall, the course was delivered really well by Dennis. I took away new tools and techniques that I'd not thought about before such as identifying my clients behavioural styles to speak their language and continue to prepare/adapt in conversations.

Boundless By CSMA

gravatar

Kirsty Cameron Clark,
Senior Account Executive

Yes, everything was delivered in a great way and lots to think about

More testimonials

Public schedule dates

Next date Location Price
Mon 28 SepLimehouse £495
Fri 2 OctOnline£495
Thu 29 OctBloomsbury £495
Mon 2 NovOnline£495
Fri 27 NovLimehouse £495
Wed 2 DecOnline£495

And 26 more dates...

Loading...

Loading content...

TrustPilot

star star star star star Excellent

Resources

Blog

Tutorials and discussions on MS Office

Hints & Tips

MS Office tips to save you time

Cheat sheets

MS Office shortcut keys for all versions

Infographics

Handy info on industry trends

Subscribe

Latest news & offers

Promotions

Latest Feedback

  • 98.10% customer recommendation
  • 99.30% training objectives met
  • 237,533 delegates trained
  • 14,821 organisations trained

Latest X / Tweet

  • Our Engaging #NegotiationSkills course is helping professionals handle complex conversations with confidence ✅ Big shout‑out to Hazel for delivering high‑impact training. Support continues via our 2‑year forum 📈 #feedback #ProfessionalDpic.x.com/zwSaDgtLun/zwSaDgtLun
Loading...

Loading content...

Training manual sample

Below are some extracts from our Excellent Account Management manual.

Building Strong Foundations

Account Management

• Proactive

• Mutually beneficial partnership

• Clear goals and strategy

Customer Service

• Reactive

• Customer is the major beneficiary

• Respond to customer problems and queries

Competitor Activity

How much do you know about your direct competitors?

• Have you visited their website?

• Do you know the nature of their latest press release?

• Do you know their reputation?

• What successes have they celebrated recently?

• How do they currently market themselves?

• Where do they advertise?

• What other forms of marketing do they use?

• What are their Strengths/Weaknesses/Opportunities/Threats?

Understanding the Journey

Phases of the Customer’s journey

Awareness

Evaluate options

Purchase

Experience

Support

How can the customer journey be improved?

• Where are the roadblocks on this journey?

• What improvements need to be made to remove roadblocks and improve the journey?

Growing Key Accounts

Key accounts are the 20% of accounts that generate 80% of your company revenue.

• Product fit

• Sustainability

• Average transaction size

• Revenue potential

• Purchasing process

• Partner history

• Existing relationships

• Cultural fit

• Geographic alignment

• Solvency

Measuring Success and Action

Taking ownership

• Their problem is your problem

• Accept responsibility and apologise

• Admit your mistakes

• Use your initiative, be proactive

• Understand from their perspective

• Follow up on progress with all involved

• Keep the customer updated

• Hold yourself accountable for the outcome

Measuring feedback

CSAT Customer Satisfaction score

‘How satisfied were you with our service or product?’

NPS Net Promoter score

‘How likely are you to recommend our service or product?’

CES Customer Effort score

‘How difficult was it to get your issue resolved or use our product or service?’

Connect with us:

0207 987 3777

Call for assistance

Request Callback

We will call you back

Server loaded in 0.65 secs.