More Account Mapping Templates and Examples

Sales Influencer Org Chart

Sales Influencer Org Chart

Hierarchical Organizational Structure

Hierarchical Organizational Structure

Marketing Organizational Structure

Marketing Organizational Structure

Creately helps you do this with

Pre-designed templates for creating effective sales strategies
Easy drawing and diagramming tools for creating account maps
Share with others in your team for real-time collaboration and group editing
Export your diagram as high-quality images or PDFs to include in PowerPoint presentations and Word docs

Guide and Best Practices

An account map is a tool that can be used to identify the key players who make the buying decision in a marketing or sales account. Much like an organizational chart, it visualizes the decision makers, their roles and responsibilities and the hierarchy, and how influential they are within the account.

How to create an account map

  • Identify the key persons who are involved in making decisions within the target accounts. Try to understand how they can influence or block the decision-making.
  • Understand their problems, challenges, needs, etc. Based on this information, you can create a customer persona. This can help you customize your strategies when approaching them.
  • Based on the type of field they work in and their job roles, find out the channel (email, phone calls etc.) you should use to reach out to them.
  • Create an account map showing the information you have collected and highlighting your client’s organizational hierarchy.
  • Using different colors, you can highlight the blockers, influencers, decision makers etc. in your account map.
  • Then mark the key relationships between different people with connectors. This will help you out build solid relationships.
  • When selecting an approach to connect with them, consider the information you have mapped above.
  • Share the account map with the rest of the teams. Using the Creately Viewer you can easily embed it in your company wiki, website or the intranet.

More templates and visual ideas for creating sales strategies

Sales Funnel Flowchart

Sales Funnel Flowchart

Sales Process Flowchart

Sales Process Flowchart

Sales Plan Template

Sales Plan Template

Sales Strategy Template

Sales Strategy Template

Sales Action Plan Template

Sales Action Plan Template