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Account Planning Tracker

Account planning is essential in keeping existing clients and developing favorable relationships with them. It is the process of detailing key information about a potential customer or current client, such as their contacts, their business content, and monthly revenue, and expanding your relationship with them.

Maintaining current clients and generating new clients are both essential components of effective account management. This template from Tracup provides a practical way to keep track of all of your accounts, notes, and follow-ups on one site.

With a variety of filters available, you can concentrate on different accounts according to their monthly earnings, priority, and other key elements. Account Planning Tracker Template lists out the most crucial information in client management.

Template Configuration
3

Task status

New

Finished

Closed

3

Task type

In Progress
In Review
Completed
2

Project components

Table

Board

7

Custom field

Ticket Category

Selling Expenses

Account Stage

Follow-up Calls

Contact Person

Email

Completion Rate

Template Details
Creator
Other Info

Built in 2022-11-25 17:53:51

Reference
NetSuite
NetSuite is a cloud ERP solution, providing a suite of applications, from accounting and financial planning, to warehouse management, ecommerce, inventory management and beyond.

877-638-7848

Infonetsuite_WW@oracle.com

NetSuite:  We support over 33,000 customers in 217 countries and territories around the world. As the world’s first company dedicated to delivering bus... more
2023-02-07
We support over 33,000 customers in 217 countries and territories around the world. As the world’s first company dedicated to delivering business applications over the Internet, we provide a full suite of cloud-based ERP applications, including financials, inventory management, HR, professional services automation and omnichannel commerce.
Sarah E.- G2:  I like that this program will keep everything attached to one single file, there is no need for different programs to track inventory to bil... more
2023-02-07
I like that this program will keep everything attached to one single file, there is no need for different programs to track inventory to billing. You can drill down on any part of the file to get to another part of the file. I also like how it will average the cost of constantly ordered items.
Frank M.-G2:  Netsuite is flexible, allowing us to customize it according to our needs. Almost every part of it can be customized to suit our needs, unlik... more
2023-02-07
Netsuite is flexible, allowing us to customize it according to our needs. Almost every part of it can be customized to suit our needs, unlike some already standardized software that can't be changed to meet the requirements.
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