Product Description
This Excel-based tool is designed to help you develop a Customer Trade Strategy for your major account.
Key templates have help buttons where you can obtain additional back-up, as required. If you have any queries/suggestions, please contact us
The KamPlan is split into 16 sections as follows:
- Section 1: Customer Database
- Section 2: Customer/Product Overview
- Section 3: Promotions Summary
- Section 4: Customer Strategic Classification
- Section 5: Buying Mix Analysis within the Account
- Section 6: S.W.O.T. Analysis of the Account
- Section 7: Key Objectives
- Section 8: Company 3-Year Objectives
- Section 9: Company Annual Objectives
- Section 10: Customer Investment Plan
- Section 11: Customer P&L
- Section 12: Account Business Forecast
- Section 13: Source of Business Development
- Section 14: Key Criteria/Parameters Affecting Plan Achievement
- Section 15: Immediate Action
- Section 16: Medium Term Plan
- Summary of Plan & Monitoring Sheets
You will need Microsoft Excel installed on your computer to successfully operate the plan.
NOTE: Following payment, this product will be made available
on the KamCity Shop site for immediate download.