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SAS™ (Strategic Account Snapshot) Workshop

Build Your Account Plan

SAS™ (Strategic Account Snapshot) is the next-generation in strategic account planning for enterprise sales organizations. SAS™ is a 1-Day instructor-led workshop that helps professional sales teams develop an Account Plan Snapshot for their most important accounts.

The one-day workshop is preceeded by an intensive pre-work assignment, led by the Account Manager and accompanied by a software tool that is expanded when the team comes together at the workshop.

Learn how to...

  • Profile Your Account to identify issues and trends, outline the structure of the client organization, determine key business and support units and pinpoint the client's key business drivers and initiatives Some of these activities will take place in the structured pre-work assignment using the SAS Software Tool, as well as the SAS Resource Guide.

  • Identify Growth Opportunities using a common approach to pursue three kinds of revenue; on-going, known new and unqualified new. Learn how to explore and uncover revenue growth potential by building an Account Snapshot; a unique tool that allows you to align the client's business initiatives and projects with your sales opportunities.

  • Develop Key Relationships and Foster Team Collaboration by identifying the Influence Network, within the client organization and aligning members of your core and extended team with key client executives. In this module, you will also select the key sales opportunities associated with each strategic account and develop the short-term activities needed to pursue and win those opportunities.

In addition to the SAS Software Tool and SAS Resource Guide, each Account Team receives a copy of the SAS Pre-Worksop Guidebook, which outlines the work that needs to be accomplished prior to the workshop.

Who Should Attend?

SAS™ is designed for professional salespeople, account teams and relationship managers who need to effectively leverage the creation of an account plan for their strategic account.

How Does It Work?

SAS™ is delivered in one day by an experienced facilitator with prior business-to-business sales experience working with multiple strategic accounts. Participants prepare for the workshop by implementating a comprehensive pre-work assignment, using a software tool that is expanded in the workshop.

Learn Through Intensive Pre-Work Resource Guide

The SAS™ Resource Guide is distributed as part of the pre-work assignment. The guide contains a compendium of Internet sites and tools that are extremely useful in performing client research. Participants also use the guide during and after the workshop to keep current on activities related to their strategic account.

No Wasted Motion!

Every element of the SAS™ Workshop and planning process has passed the No Wasted Motion test! The workshop has been design to build on the comprehensive pre-work assignment that is led by the Account Manager using the robust SAS Software Tool.

The team then comes to the workshop with elements of the Plan already completed and the SAS™ Software Tool is expanded and exploited in the workshop to include key planning content that is facilitated by the workshop leader.

To learn more about how the SAS™ Workshop can benefit your sales team, call 617-416-0172.



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