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KAM Selection and Categorization

This course empowers FMCG professionals to master the principles of key account selection and strategic categorization. Participants will learn how to identify high-potential accounts, segment them based on value and growth opportunity, and apply tailored strategies to each tier. Through structured frameworks and practical tools, the course highlights how focused prioritization enhances resource allocation, deepens customer partnerships, and drives stronger in-market results. It is ideal for sales, trade marketing, and key account managers seeking to elevate their account planning and execution capabilities.

Course Instructor Sudarshan Raman

FREE

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Course Overview

Course Overview

This course offers a strategic foundation in Key Account Selection and Categorization, designed specifically for FMCG professionals. It introduces a clear directional approach to identifying, segmenting, and managing key customers based on potential, needs, and value contribution. Participants will explore how to define customer types, apply selection criteria, understand expectations, and develop customer-specific strategies that align with organizational goals. With a structured framework for strategic planning and adoption, this course ensures actionable insights for more focused, profitable account management.


Lesson Structure

  1. Directional Summary
    Understand the business case for focused customer segmentation and its impact on execution and growth.

  2. Approach & Adoption
    Explore the steps for embedding customer selection and categorization into your KAM processes and team practices.

  3. Customer Definition
    Learn how to define customers based on structure, influence, and strategic value.

  4. Segmenting Customers
    Build segmentation models using volume, value, growth potential, and strategic fit.

  5. Categorization Characteristics
    Identify key characteristics to classify customers into meaningful tiers.

  6. Know Your Customers
    Use tools and frameworks to deeply understand customer profiles, roles, and influence.

  7. Customer Needs Analysis
    Map customer needs against your service model and capabilities to identify alignment gaps.

  8. Strategic Planning for KAM
    Link customer segmentation to account planning, resource allocation, and value creation.

  9. Selecting Customers
    Apply criteria to determine which customers qualify as key accounts and why.

  10. Customer Expectations
    Understand what different account tiers expect in terms of value, service, and partnership.

Schedule of Classes

Course Curriculum

1 Subject

KAM Selection and Categorization

16 Learning Materials

KAM - Selection and Categorization - Chapter

F2F INTRODUCTION

Video
00:02:47

CHAPTER INTRODUCTION

Video
00:03:40

Approach and Adoption

Video
00:06:03

Segmenting Customers

Video
00:04:21

Customer Definition

Video
00:03:46

Categorization Characteristics

Video
00:05:37

Know your Customers

Video
00:06:53

Customer Needs Analysis

Video
00:13:22

Strategic Planning for KAM

Video
00:06:41

Categorizing Accounts

Video
00:07:48

Selecting Customers

Video
00:06:34

Customer Definition

Video
00:03:16

Assessing and Segmenting Customers

Video
00:09:23

Applying Selection Criteria for Customers

Video
00:09:23

Customer expectations

Video
00:03:56

Chapter Summary

Video
00:02:38

Course Instructor

tutor image

Sudarshan Raman

11 Courses   •   98 Students

Professional with extensive experience in B2C and B2B sectors across the Middle East, Pakistan, Africa, and CEE / NA markets. Focuses on trade marketing, marketing, KAM, sales, business transformation, and business skills. Worked with AEG, P&G, Rothmans, BAT, Bayer, Durex, BiC and 3M. Expertise spans 250+ categories, focusing on Analysis, Planning, Implementation & Control.