Effective Account Management Techniques Workshop in Auckland

Get ready to level up your account management skills with our hands-on workshop - it's time to boost those sales!

About this Event

Certificate: Course Completion Certificate

Language: English

Duration: 1 Day

Credits: 8

Refreshments: Snacks, Beverages and Lunch included in a classroom session

Course Delivery: Classroom

Course Overview

Account Management plays a critical role in building and maintaining customer relationships while driving sales growth. In this 1-day Account Management Training Course, participants will develop essential skills to enhance customer relationships, identify business opportunities, and manage key accounts effectively. This course is designed to equip account managers with the tools to handle client interactions, increase sales, and improve overall business performance.

This training is ideal for anyone working in an account management role or in a related sales function, providing a structured approach to client engagement, performance monitoring, and sales strategy development.

Key Course Topics

• Introduction and Objectives
• Account Management vs. Sales Techniques
• The Organisational Perspective
• Roles and Responsibilities of Account Managers
• Key Competencies for Account Managers
• Types of Key Accounts
• Portfolio Analysis
• Setting Performance Metrics
• Measuring Performance
• Key Account Plans

Course Features

At the end of this course, participants will be able to:

• Build and manage customer relationships that drive sales performance.
• Demonstrate key competencies for successful account management.
• Conduct a portfolio analysis to identify and prioritize key accounts.
• Measure and track key account performance through various business metrics.
• Implement effective account management strategies for business growth.

Who Should Attend?

This course is suitable for:

• Account managers
• Sales professionals
• Anyone interested in learning account management skills and improving their ability to manage key accounts.

Why Enroll in This Account Management Course?

• Enhance your ability to nurture client relationships and identify business growth opportunities.
• Gain insights into the organizational scope of account management.
• Learn how to effectively measure and improve your key account performance.
• Develop a strategic plan to maintain and grow key accounts.

Certification:
Once after the training you receive course completion certificate from Leadfalke

©️ 2025 Leadflake. This content is protected by copyright law. Copy, Reproduction or distribution without permission is prohibited.

Agenda

Introduction and Objectives

Info: Overview of the course and key takeaways.

Account Management vs. Sales Techniques

Info: Understand the difference between account management and direct sales techniques.

The Organisational Perspective

Info: Learn how to leverage internal support and resources for better client outcomes.

Roles and Responsibilities of Account Managers

Info: Explore the diverse role requirements and responsibilities of account managers.

Key Competencies for Account Managers

Info: Identify the skills and attributes essential for account management success.

Types of Key Accounts

Info: Recognize different levels of key accounts and how to manage them effectively.

Portfolio Analysis

Info: Assess accounts based on growth potential, value, and profitability.

Setting Performance Metrics

Info: Measure success using metrics like client retention, revenue growth, and satisfaction levels.

Measuring Performance

Info: Survey current metrics and identify gaps for improvement.

Key Account Plans

Info: Create strategic account plans to track revenue, set targets, and mitigate risks.

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