Account & Opportunity Planning: Building blocks for your best year ever

While finding new business is important, retaining and growing your existing customers should be just as important, if not more. The probability of selling to an existing customer is 60-70%, and they are 50% more likely to try new products compared to new customers!

Strategically building account plans is an important part of selling and account management. These plans share important details including a customer’s history, their decision-making process and key contacts, the competitive landscape and more. When used properly, they will drive your opportunity plans will help you retain and grow your business.

In this webinar, you’ll learn about:

  • The key components of account planning
  • How to assimilate opportunity planning into the process
  • Tying account and opportunity plans to ambitious thinking and GOST planning

Alegeus Sales Manager Chris Matrumalo and Account Manager Maggie Urda will share best practices and useful tips for how to improve your sales processes. Check it out!

Watch the Webinar

Related content

View all webinars
webinars

Building an Ambitious Sales Team

webinars

2023 Open Enrollment Trends and Predictions

newsroom

Industry-First COBRA Online Open Enrollment Capability

webinars

Capturing the Whitespace

webinars

Post Midterm Elections

webinars

Your Next-Generation HSA: Selling the full value of your HSA solution