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Strategic account management done right through Sales Cloud

Our customer is a global leader in engineering services with over 10,000 employees spread across 70 global delivery centers. They have a very account focused sales strategy and their goal is to engage strategically and maximise outcomes from fewer accounts. The need was to define and implement Sales cloud CRM which is aligned to their business model.


Strategic account management is all about building trusted Customer relationship and nurturing an engagement with discipline and relentless focus. The idea is to define an account management methodology using Sales cloud to drive a structured customer engagement process. Using Sales cloud, our customer was able to drive processes like account based marketing, account idea planning / approvals, account idea execution, engagement planning, resource deployment for opportunity identification, potential planning, contact mapping and contact plans, competition mapping and sales budget for account acquisition and nurturing.


  • Drive stronger account management process compliance and improved customer engagement initiatives.

  • SAM framework on, helped gain insights and build stronger relationships with the customer.

  • Sales cloud also helped improve collaboration across the stakeholders and also enabled higher degree of visibility into customer engagements.


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