PeopleSoft Enterprise Strategic Account Planning

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PeopleSoft Enterprise Strategic Account Planning enables your organization to maximize the value captured throughout the customer lifecycle. It helps you align your strategy with customer needs and corporate objectives and measure progress against metrics-driven goals. You can segment your customers and work with partners to identify opportunities in high-potential or underperforming accounts. Performance metrics can be customized for your business, leveraging both internal and external data sources. You can also improve execution of the account strategy by triggering recommended actions based on actual vs. target goal attainment. With Strategic Account Planning, you can proactively manage your resources to extract more value from every customer relationship.

Strategic Account Planning is part of Oracle's PeopleSoft Enterprise family of Sales applications.

• Align your account goals with corporate objectives, measuring actual vs. target attainment so that you can adjust your strategy in real time
• Segment your customers or consumers based on your unique coverage model with partners
• Understand where you have opportunities to capture more value from high-potential or underperforming accounts—dashboard views make it easy to compare performance in individual accounts or across account segments
• Leverage both internal and third-party data sources to create metrics that are specific for your business. Metrics can be defined once and deployed across all account plans
• Improve execution by triggering recommended actions based on progress against account goals.
• Give sales, marketing, and service managers a flexible planning tool—they can tailor out-of-the-box plan templates to capture their unique performance objectives for the account
• Collaborate with your account team and partners to execute the account strategy
• Ensure that the right resources are assigned to the account after territory changes. Team members, tasks, and notes are associated with each plan