Introducing Pitcher KAM
Hi there! I want to present our first release of Pitcher KAM. After successfully releasing it to one Early Adopter, the first version of Pitcher KAM is now available for your consideration to be activated on your Pitcher Impact setup.
Pitcher KAM enables Key Account Managers, who are the main point of contact for strategic accounts, to define & manage Account Plans in Pitcher Impact that the Field Force can execute.
Some of the key functionalities that the Pitcher KAM module provides are listed below:
- Efficient Key Account Management: Simplify the management of key accounts, allowing users to focus on strategic relationships and growth.
- Objective Tracking: Track progress by setting and assigning objectives within account plans, providing a clear path to measure success.
- Centralized Information: Access and update key account information in one location, ensuring both KAMs and other users have the latest info at their fingertips.
- Online and Offline Access: Work seamlessly both online and offline, and manage key accounts even when internet connectivity is limited.
Besides enabling the KAM user to flag the Strategic Accounts as Key Account with a dedicated attribute, Pitcher KAM module account page highlights key attributes, especially relevant for Key Accounts. Meanwhile, the rest of the Account attributes will be visible on the Pitcher Zero card, accessible from the "Details" tab.
Pitcher KAM module introduces the Account Plan object, which allows KAM users to define a number of strategic plans per Account. Those Plans hold a number of attributes, such as the period of time on which they are relevant, their status, the SWOT attributes, and Key Stakeholders, which are Contacts existing in the CRM database that are relevant to the strategic plan.
The Account Plans can also be linked to Objectives, which define the necessary steps to fulfill the strategy. The Objectives can be linked to Users via Tasks to ensure the relevant Users understand they are responsible for completing them.
Also, the Objectives can be linked to Calls, enabling tracking of what interactions were performed, aiming to complete what Objectives from a specific Account Plan.
If you are interested in activating Pitcher KAM module in your setup, please connect with your Pitcher point of contact.