Account Planning

V2’s Account Planning module is based on our industry-leading Media Ad Sales Productivity Framework “MASP Framework”. We subscribe to the philosophy that effective goal planning on key Accounts is a critically important factor in ad sales success.

Key Benefits

  • Ability to effectively track completion rates of account plans for key Accounts
  • Faster onboarding and ramp up for new sales reps or new Account assignees
  • “One place to go” for management to view account plans
  • Data privacy for multi-business unit / title organizations
  • Faster onboarding and ramp up for new sales reps or new Account assignees

Key Features

  • Simple screen to capture key summary-level account planning information (monthly, quarterly or annual)
  • Easily attach and centralize more detailed account plans in Word, PowerPoint or other file formats
  • Send automatic reminders to sales reps of pending account plan deadlines
  • Track historical data for reference side by side with future projections or goals