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Tips to effectively work with Strategic Account Managers

The customer intelligence you provide to a Strategic Account Manager (SAM) must help them retain and grow their accounts. Keys to making this happen include:

  • Easy access – Integrate customer intelligence into the tools and processes they already use (e.g., CRM systems and account planning processes).
  • Provide training – Whether it is in-person, virtual, or on-demand, provide a training module that succinctly explains why this program is important and how it will deliver value to them.
  • Make it simple – SAMs don’t want to wade through data. Give them just what they need and make it easy for them to know what action to take.
  • Make it relevant – If the intelligence you provide isn’t relevant, a SAM won’t use it. Make sure it specifically relates to the accounts they manage.
  • Provide perspective – SAMs will want to know how their customers compare to others and best practices for improving the customer relationship.

About the Author

Walker Weekly

Walker is a consulting firm specializing in customer experience. Helping businesses for more than 75 years, Walker’s diverse team of consultants provides tailored, comprehensive solutions to help companies achieve their business objectives and grow shareholder value. Walker specializes in customer retention and growth, using predictive analytics and other innovative approaches. Walker works with some of the world’s most influential businesses as well as emerging organizations of all sizes. For more information, please visit

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