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Marketing/ Account Plan

The BizProSys/CPMS Marketing/Account Plan is designed to capture relevant competitive information (such as market share data, key competitors, profitability information, etc.) on significant clients, as well as budget performance information.

Many companies experience the “80/20” rule, wherein 80% of their business and profits comes from only 20% of their customers. These are the clients for which a Marketing/Account Plan is typically developed, since they are so important to your business success. They may then be monitored and reported upon using the built in monitoring and reporting subsystems.

All of this allows you to develop and manage your marketing strategy towards your top clients and client groups in an efficient and effective way and control your portfolio exposure.
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