What’s the difference between a client account management template and a strategic account plan template?
客戶帳戶管理範本和策略帳戶規劃範本有何差異？
A client account management template helps your team track, maintain, and improve customer relationships. It’s a place for you to document and follow up on action items, client questions, and future goals.
A strategic account plan template is a more specific version of an account management template. It outlines a step-by-step action plan to improve your client’s business and help them set and achieve key goals, milestones, and KPIs. Steps in the strategic account planning process include documenting an account overview, setting objectives, identifying solutions, implementing an action plan, using change management techniques, and regularly reviewing your plan to ensure work stays on track.
客戶帳戶管理範本可幫助您的團隊追蹤、維護和改善客戶關係。您可以在此範本中記錄並跟進行動項目、客戶問題和未來目標。
策略帳戶規劃範本是客戶管理範本的更具體版本。它概述的是一個循序漸進的行動計劃，用以改善客戶的業務並幫助他們設定及實現關鍵目標、里程碑和 KPI。策略客戶規劃流程的步驟包括記錄帳戶概觀、設定目標、確定解決方案、實施行動計劃、使用變更管理技術以及定期審查您的計劃，確保工作進度正常。