Program Outline: AI Powered Account Management Strategies#
Duration:#
2 Days
Course Audience:#
Directors, Service Delivery Managers, Client Success Managers, Sales/Account Managers
Target Unit:#
Delivery CoE, Sales and Marketing, Corporate-Sales
Course Outline#
Day 1: Foundations of AI in Account Management#
Morning Sessions 9:00 AM to 1:00 PM#
1. Session 1 - Introduction to AI in Account Management (9:00 AM - 10:30 AM)
- The Role of AI in Modern Account Management
- Benefits of AI for Client Retention and Revenue Growth
2. Session 2 - AI-Powered Client Profiling and Insights (10:45 AM - 1:00 PM)
- Using AI to Build Comprehensive Client Profiles
- Leveraging Predictive Analytics for Account Planning
Lunch 1:00 PM to 2:00 PM
Afternoon Sessions 2:00 PM to 5:00 PM#
3. Session 3 - Personalizing Client Engagement with AI Tools (2:00 PM - 3:30 PM)
- Adapting Communication Strategies Using AI Insights
- Enhancing Client Experiences Through Personalization
4. Session 4 - Data-Driven Account Strategies (3:45 PM - 5:00 PM)
- Identifying Growth Opportunities with AI Analytics
- Aligning AI Insights with Strategic Objectives
Day 2: Advanced AI Techniques and Strategy Implementation#
Morning Sessions 9:00 AM to 1:00 PM#
5. Session 5 - AI for Revenue Optimization and Upselling (9:00 AM - 10:30 AM)
- Using AI for Dynamic Pricing and Proposal Generation
- Strategies for Cross-Selling and Upselling with AI
6. Session 6 - Building Long-Term Partnerships with AI (10:45 AM - 1:00 PM)
- Strengthening Client Trust Through Transparent AI Recommendations
- AI-Driven Risk Management for Sustained Relationships
Lunch 1:00 PM to 2:00 PM
Afternoon Sessions 2:00 PM to 5:00 PM#
7. Session 7 - Case Studies and Practical Scenarios (2:00 PM - 4:00 PM)
- Analyzing Real-World Applications of AI in Account Management
- Interactive Exercises: Solving Account Challenges Using AI
8. Session 8 - Roadmap and Next Steps (4:00 PM - 5:00 PM)
- Crafting AI-Integrated Account Management Strategies
- Feedback and Certification Distribution
Key Outcomes:#
- Understand the role of AI in transforming account management strategies.
- Develop AI-driven client profiling and engagement plans.
- Learn techniques for optimizing revenue and building long-term partnerships using AI.
- Gain practical experience in applying AI tools to account management challenges.
Recommended Pre-Course Preparation:#
- Review basic AI concepts and their applications in business.
- Identify existing account management challenges and areas for improvement.
- Familiarize yourself with account data and analytics used in your organization.
Materials Provided:#
- Training slides and detailed handouts.
- Access to AI-powered account management tools and resources.
- Case studies and practical exercises.
- Templates for AI-driven account planning and communication.
- Certificate of Completion.
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