TAS^® is the #1 methodology
for sales leaders and professionals

Account Management, Enterprise Selling Process, Portfolio Management Process

Maximize revenue from your key accounts with TAS Account Management Methodologies.  

Core Account Management methodologies are available as an integral part of Dealmaker^® for TAS Opportunity and Account Management.

TAS Account Management methodologies enable you to understand the customer’s business, develop compelling customer specific value propositions based on the customer’s Business Drivers and sell your complete product offering to all business units within the account.

• Profiles and Analyzes customers’ business structure and organization
• Segments business/service units or accounts, identifying targets where high mutual value exists, then focuses and prioritizes them
• Creates new opportunities by mapping your solutions to your customer’s business based on its understanding of Business Drivers, Initiatives and Critical Success Factors
• Selects an account strategy by analyzing current status, competitive position, and future opportunity, with the relationships, partners, and marketing of your customer
• Creates revenue objectives and business development plan to execute

Application and Reinforcement Workshop Webinars and Workshops

A range of workshop webinars and face-to-face workshops is available to optimize and increase the opportunities from your existing accounts. 

• The Opportunity Map that is a quick-reference tool for summarizing where and what a sales team sells, while including the status of the team's relationship with key executives, business partners, and account marketing activities.
• The Account Plan is used as a tool for planning, communicating, and implementing the team's approach to the account.
• The Portfolio Plan is used as a tool for planning, communicating, and implementing the portfolio manager's strategies for covering all of their accounts.
• The Territory Plan is used as a tool for achieving predictable revenue streams in key market segments by outlining the responsibilities and actions needed to accomplish the plan, along with resources and time frames
• Tools and techniques to sales managers for improving the performance and development of account, portfolio and territory teams
• Account, Portfolio and Territory plan reviews using TAS Account Management methodologies as the foundation

Enterprise Selling Process

Enterprise Selling Process (ESP) enables sales teams to penetrate, cover, and grow large strategic accounts. Using this process, sales teams identify the customer's business drivers and objectives, uncover opportunities in other business units, develop global account strategies, manage key executive relationships, and leverage partner and marketing activities. 

Portfolio Management Process

The Portfolio Management Process (PMP) is a structured methodology for sales professionals responsible for covering, penetrating, retaining and growing a portfolio of accounts – a set of named accounts - in a 'direct sales' business model.

Territory Management Process

Territory Management Process (TMP) is a practical approach for analyzing a territory's potential and developing a territory management plan that maintains and grows revenue by leveraging all available resources - branding, product marketing, resellers, and alliance partners.

Create & Win

Create & Win provides a comprehensive sales effectiveness solution designed to meet the two most critical goals of any sales organization - creating and winning opportunities, leveraging TAS, ESP and PMP methodologies.

Create & Win for Inside Sales

Create & Win for Inside Sales (CWIS) is a structured, repeatable methodology designed to help inside sales organizations to:

• Define and approach their business strategically
• Set priorities for accounts while meeting sales objectives
• Develop the full potential for products and services within each account
• Uncover potential new sales opportunities
• Increase sales per employee while decreasing the selling cycle
• Enable more effective communication within the sales organization