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Top 10 Key Account Management Templates with Samples and Examples (Free PDF Attached)

Top 10 Key Account Management Templates with Samples and Examples (Free PDF Attached)

Sapna Singh

Sapna Singh

September 29 2022

Nobody ever said that running a business was easy, but with the right plans in place, it can be a lot more manageable. To remain competitive, you must aim at building the bonds of trust and excellent service with your customers. If you do this on a consistent and sustainable basis, some of these customers will turn into your key accounts (trustworthy clients). Such strategic or key clients can significantly boost a business’s revenue, help it in attracting new clients, and enhance its reputation.


Who are the Key Accounts?


A single customer, or group of customers, that contribute a sizeable portion of revenue or profit to an organization forms its key accounts. To boost sales and advertise your brand, you must mine, cultivate and treasure these key accounts. For this, you will need to LAND and EXPAND (a business strategy that recommends building trust with customers first before expanding into other aspects to become a trusted partner). Why is this needed, you ask? Well, businesses have a 60–70% chance of selling to an existing customer, while their chances of doing this with a new prospect are only between 5% and 20%, according to the book Marketing Metrics. For more information on this, read SlideTeam's blog on the customer onboarding process.


Key Account Management (KAM) enables you to strengthen your relationships with these crucial key accounts. KAM provides coordination, direction, and leadership for the account to manage activities of these valued clients with your business in a strategic and proactive manner.


This blog offers you the knowledge and resources you need to invest in and address every conceivable facet of this business-customer interaction. The aim is to help you manage all of your key accounts with greater care, special expertise, and attention to detail than other accounts.


To this end, SlideTeam provides you with PPT Templates that help you optimize the gains from KAM. These 100% editable presentation templates will help you develop customized targets and strategies to win more business and pursue longer sales cycles.


We also offer personalized design presentations to help your team internalize information about each account. Each of these PPT Templates is editable and will help you radiate confidence and knowledge before a roomful of people.


Click here to get the capability to develop targeted sales strategies and maximize your chances of success.


Let us start this treasure hunt for PPT Templates now!


Template 1: Key Account Management Strategy PPT Guide

The long-term success and profitability of an organizations depends on its strategic accounts. Focus on developing long-lasting, mutually beneficial partnerships with your key clients with this pyramid template. Customized business strategy, sales and KAM strategy, and corporate strategy are all covered to ensure you get that cutting edge. Setup a formal strategic account management procedure right away with a download of this strategic template.


innovative key account management strategy pyramid diagram powerpoint guide wd


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Template 2: Key Account Management PPT

Create a strategy for managing and expanding groups of a company’s crucial clients. Use this pre-made PPT Slide to get an overview of important tasks essential to customer account management. Create a presentation on strategic account management to help your team understand classification of a key account and to provide them with pertinent guidance and instructions. These slides include a summary of a management plan and other buzzwords you need to use in any presentation on KAM. These are account planning, customer service, sales management, relationship management, and web account management. Account executives, customer account managers and brand managers are guaranteed to benefit from a download.


ppt key account management example powerpoint guide wd


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Template 3: Clients Mapping Model PPT Template

Create clear maps of the relationships between your clients using our infographic template that gives you all necessary information for doing this. Determine and illustrate which particular relationships has room for improvement. This map model helps all stakeholders. Key account managers can identify decision-makers who influence customer purchases, with this slide. KAMs can develop more effective strategies for expanding revenue streams, developing new products and services, and maintaining strong client relationships. You can, of course, key in your own information.


clients mapping model for effective key account management wd


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Template 4: Key Account Management Plan With Communication Style

Create a schedule for regular communication with your key accounts with this KAM Communication Plan Template. You can use this presentation template to make a touchpoint plan, invite people to recurring meetings, and ensure regular follow-ups. This gives customers plenty of opportunities to offer feedback and enables any necessary changes to be addressed. When your business and the client are on the same page, KAM is successful. This schedule aids in keeping track of account development as well. Download this editable set of slides to make sure your strategic account management program works.


key account management plan with communication style wd


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Template 5: KAM Training Program for Employees PPT

Use our expert KAM training template to introduce your team to the organizational structure, financial strategies, and KAM techniques. Your sales team will be able to tailor product pitches and add-ons based on these insights, giving peerless value to your clients. This slide displays the data required to create a well-structured training program to learn new strategies for maximizing customer benefit. A download also shows you how to fend off competitors and offer tips on gathering feedback.


key account management training program for employees wd


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Template 6: KAM Model PPT Sample

KAM goes through stages of development as suppliers and clients align more closely. Use our curated KAM model PPT Template digs deep into how long-term relationships form between account managers and their customers. This presentation template concentrates on customer satisfaction, adoptions, and renewals. Use this example to make management and customers gain intimacy with each step of the relationship-building process. You can use this presentation template to manage your KAM budget and the associated revenue, identifying and satisfying customer needs, and generating sales. Download this sample to complement your organization’s KAM procedure.


app key account management model ppt sample wd


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Template 7: KAM Analysis Implementation PPT Template

KAM programs take time. Everyone needs to be informed about the standard or your own version of the KAM program and the phases in which it will be designed, developed and implemented. Use this PPT Template to create powerful alliances. Deploy this set of slides to help the team advance with the deliberate strategy of breaking down big goals into smaller, manageable action chunks. Strategies and corporate culture, planning, criteria, and performance measurement are part of this four-stage process. A download gives you the capability to lay a solid foundation of the KAM process.


key account management analysis implementation integration foundation wd


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Template 8: KAM Covering Spends Solution Template

Use this custom PPT Template to understand the dynamics of KAM in your business. This presentation template illustrates how trade promotions impact sales plans and how to use data to plan sales baselines. Explain the drill and convince people of the value of taking emergency action with the aid of this eye-catching, skillfully KAM slide. Download now to analyze the effectiveness of your sales promotion efforts and to evaluate the best promotion strategies.


key account management covering spends relationship solutions timeframes wd


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Template 9: KAM Stakeholders PPT Template

Stakeholders like clients, team members, partners, consultants, investors etc matter to your business. Make data-backed stakeholder mapping and specify the objectives of these buying centers in your key account. Create a well-organized KAM process to deliver a customized offer that the stakeholders can't refuse. Get this useful PPT Template and let brilliant insights on KAM dazzle the world.


key account management stakeholders close and grow wd


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Template 10: KAM Training Agenda PPT

To consistently and strategically add value for your best accounts, thorough understanding of your customers’ shifting needs is a must. Use our KAM training guide to assist the team in developing their mindset, strategy, skills, and execution tools for key accounts. These topic this presentation template covers are overview; planning; and presentation of the way you see KAM. Download this presentation template to give your team the tools they need to create accounts and exhibit exemplary devotion to client service.


training agenda of key account management with topic details wd


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Develop a business strategy, not just a sales tactics…..


Managing a key account and comprehending customer and seller interactions, which can range from straightforward transactional relationships to complex alliances, is crucial. You can create next-generation value strategies, customer engagement models, and crucial account manager skills and competencies with the help of SlideTeam’s pre-made templates. Establish a productive onboarding procedure that prioritizes the removal of barriers, experience segmentation, and psychological adaptation. Key accounts essentially focus on the future, whereas sales only consider the here and now. Paying attention to your long-term relationship with the client is a skill that helps you gain immediate recall.


PS. Searching for exclusive and professional templates to meet your business needs, go through our curated list of Business plan templates for creating professional quality documentation to establish your business.




What is the difference between key account management and sales?


Key accounts and sales relationships are different. A key account manager puts the future first, while a salesperson must prioritize the short term. Sales representatives concentrate on specific sales opportunities. A sales representative is typically in charge of prospecting to find new customers and achieving sales targets and turns prospects into paying clients.


To make the most of your sales efforts, please go through our extensive collection of sales templates.


KAM aims for the bigger prize. Account management is a post-sales position, with client contact a major responsibility. After the sale is made, the account manager keeps a strategic relationship going with the client. This is done as they design project that benefit both parties, assists the key clients in achieving their goals and ensuring they can get in touch with account manager for support when needed.


What are the tips for effective key account management?


The following suggestions can help you maximize your key account management efforts:


  1. Pay close attention to your most prospective clients. KAM is all about potential; it’s an essential metric for determining whether a client relationship has room to grow. Use your company’s client database to find potential long-term business partners.
  2. Develop your capacity for networking and forming positive connections. You can choose how to approach each client with the help of effective communication, active listening, and analytical thinking skills, which are all essential relationship-building skills. Prioritizing your customers’ needs will increase your chances of becoming their sole supplier; this also enables you to establish yourself as a trustworthy and capable business partner.
  3. Maintaining relationships with many temporary customers who only make small purchases is costlier for businesses than selling more to existing customers. Therefore, concentrate more on your customers who are willing to engage and buy from you now.


Download the free Key Account Management Templates PDF.

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