Key Account Management template

1 min. readlast update: 07.13.2024

A teamdecoder team template is a master file that we at teamdecoder created, very often with partners, to make your start into the teamdecoder experience easier.

This feature is technically ready but we are still adding more relevant content for you. All existing templates are WIP, you find general info on how our templates work at this link.

If you have an idea for a template, please write to helpdesk@teamdecoder.com!


Name:

Key Account Management

Target group:

Consultants, sales team leads, CEOs, customer success leads, etc.

Usecase:

You want to build a key account management with clear ownership per client

Screenshots:

The template idea:

  • New KAM structure. Head of KAM role, KAM role and KAM circle
  • Differentiation role project manager vs role KAM (use compare mode for details, see screenshot 2)
  • Every client is a DOMAIN. 
  • 3 people are owner of the role KAM, but each is assigned 1 client domain (see screenshot 3)

 


You need help with this template? Please use livechat on this page or in the app, or write to helpdesk@teamdecoder.com

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