We’ve made it easy for you to build your Account Manager SOPs. Add the example SOPs to our SOPs template and then customise them to suit your specific systems & processes.
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Creating Standard Operating Procedures for your Account Manager work can be difficult and take time. That’s why we’ve created these example Account Manager SOPs so you can jumpstart your SOP creation process. We want to help you set up your Sales systems and processes by taking these sample SOPs and building out your own SOPs template library. By having all your Sales procedures in one place, your team will have the information they need at all times. Let’s look at some Account Manager SOP examples.
1. Sales Prospecting SOP: The purpose of this SOP is to outline the process of identifying and qualifying potential leads for the sales team. It includes researching target markets, utilizing various lead generation techniques, and evaluating the potential of each lead. The scope of this SOP covers the initial stages of the sales process, from lead identification to lead qualification. The Account Manager is responsible for implementing this SOP, with support from the Sales team. This SOP references the Lead Generation SOP for specific techniques and strategies.
2. Client Onboarding SOP: This SOP aims to provide a standardized process for welcoming and integrating new clients into the business. It includes gathering necessary client information, setting up client accounts, and introducing clients to the company’s products or services. The scope of this SOP covers the initial stages of the client relationship, from the signing of the contract to the completion of the onboarding process. The Account Manager is responsible for overseeing the implementation of this SOP, with support from the Customer Success team. This SOP references the Contract Signing SOP for the necessary documentation and the Product Introduction SOP for introducing clients to specific products or services.
3. Account Management SOP: The purpose of this SOP is to establish a systematic approach to managing and nurturing existing client relationships. It includes regular communication with clients, conducting account reviews, identifying upselling or cross-selling opportunities, and addressing any client concerns or issues. The scope of this SOP covers the ongoing management of client accounts throughout their lifecycle. The Account Manager is responsible for implementing this SOP, with support from the Customer Success team. This SOP references the Communication Guidelines SOP for effective client communication and the Upselling/Cross-selling SOP for identifying opportunities.
4. Sales Forecasting SOP: This SOP outlines the process of predicting future sales based on historical data, market trends, and other relevant factors. It includes analyzing sales data, identifying patterns, and making informed projections for future sales performance. The scope of this SOP covers the analysis and forecasting of sales on a regular basis, typically on a monthly or quarterly basis. The Account Manager is responsible for implementing this SOP, with support from the Sales Operations team. This SOP references the Sales Data Analysis SOP for data collection and analysis techniques.
5. Customer Retention SOP: The purpose of this SOP is to establish strategies and tactics for retaining existing customers and reducing churn rate. It includes monitoring customer satisfaction, addressing customer concerns promptly, and implementing customer retention initiatives. The scope of this SOP covers the ongoing efforts to retain and strengthen customer relationships. The Account Manager is responsible for implementing this SOP, with support from the Customer Success team. This SOP references the Customer Satisfaction Survey SOP for gathering feedback and the Customer Retention Initiatives SOP for implementing specific retention strategies.
6. Sales Reporting SOP: This SOP outlines the process of generating regular sales reports to track performance, identify trends, and provide insights for decision-making. It includes collecting sales data, analyzing key metrics, and preparing comprehensive reports for management and stakeholders. The scope of this SOP covers the regular reporting of sales performance, typically on a weekly, monthly, or quarterly basis. The Account Manager is responsible for implementing this SOP, with support from the Sales Operations team. This SOP references the Sales Data Collection SOP for data gathering techniques and the Key Performance Indicators SOP for identifying relevant metrics.
7. Sales Training SOP: The purpose of this SOP is to establish a structured approach to training new sales team members and providing ongoing professional development for existing team members. It includes creating training materials, conducting training sessions, and evaluating the effectiveness of the training program. The scope of this SOP covers the training and development of the sales team. The Account Manager is responsible for implementing this SOP, with support from the Sales Training team. This SOP references the Sales Onboarding SOP for new hires and the Sales Skills Development SOP for ongoing training
Looking for SOP templates for your Account Manager work? We’ve got you covered. You can build out your company SOPs using the sample SOP information above (added to our template) or our team can put together a starter SOPs template based on your Account Manager work. Get in touch if you’ve got questions about the quickest way to build out your Sales SOPs library.
