Account plan products, related plans and strategic (SWOT) analysis
Key Takeaway
Pick the related list on the account plan's "Related" tab by the need. Use "Account Plan Product" for a product focus, and each product can be tied to a specific objective. Use "Account Plan Relationships" to link plans to one primary plan. Use "Account Plan Related Object Analysis" for a product's SWOT and external factors.
In Life Sciences Cloud Key Account Management (KAM), an account plan holds the long-term strategy for one account, with goals, stakeholders, and tactics. You can expand an account plan with three kinds of related records. Account plan products are the products the strategy focuses on. Related plans are other account plans linked to it. Strategic analysis describes the account's position in the market. Each kind has its own related list on the plan's Related tab.
Account plans and territory plans
KAM has two plan types. An account plan covers an individual HCP or HCO account. A territory plan covers a group of accounts, such as a therapeutic specialty or a geographic region.
Account plan products, related plans, and strategic analysis are records you add to an account plan.