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Revenue hunters develop an Account Plan. It sets out how they plan to sell more to an account. It identifies where more products or services may be sold. And how they will make those sales. From an Account Plan, the vendor expects to achieve higher revenue.
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A success plan has a different purpose. It sets out a plan to deliver a measurable outcome for the customer. Prepared jointly with the customer, it specifies what needs to be done to achieve the outcome. It defines tasks, responsibilities, and timing. And it includes what the customer will buy from the vendor, and when.
From a Success Plan, the customer expects to achieve a measurable business result. And the vendor expects to achieve higher revenue. The Success Plan contains both.
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Generalist. Great minds discuss ideas, average minds discuss events, small minds discuss people.
CURATOR'S NOTE
An often debated topic. What is the difference between an Account Manager and a Customer Success Manager?
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