Building strong, long-term relationships with key clients is crucial for sustainable growth. Strategic Account Management (SAM) focuses on developing these relationships, driving mutually beneficial outcomes. This comprehensive framework outlines key areas for evaluation, suggests weighting percentages, and provides specific metrics with critical considerations for selection.


Assign a percentage value (e.g., 0-100%) to each evaluation category reflecting its significance to your specific strategic account goals. The total weight should equal 100%. The suggested weighting below is a starting point; customize it based on your industry and account priorities.

Suggested Weighting Percentages:

  • Financial Performance (35%)
  • Relationship Strength (25%)
  • Strategic Alignment (20%)
  • Operational Efficiency (15%)
  • Innovation (5%)

Evaluation Criteria and Metrics:

Here’s a breakdown of key areas to evaluate, specific metrics, data source attribution, and critical considerations for metric selection:

1. Financial Performance (Weight: 35%)

  • Metrics:
    • Revenue Growth (Internal Sales Data)
    • Profit Margin (Internal Finance Data)
    • Market Share within Account (Internal Sales Data or External Market Research)
  • Business Metrics:
    • Customer Lifetime Value (CLTV) (Calculated using Internal Sales & Customer Success Data)
    • Return on Investment (ROI) for Account (Calculated using Internal Sales & Finance Data)
  • Critical Considerations:
    • Ensure data accuracy across internal departments.
    • Consider external market research for a broader market share perspective.

2. Relationship Strength (Weight: 25%)

  • Metrics:
    • Quarterly Business Reviews (QBR) with directors at the client’s firm
    • Annual Business Review (ABR) with (C-level executives)
    • Customer Satisfaction Score (CSAT) together with an in-depth survey for each department (Customer Success Team or External Survey)
    • Net Promoter Score (NPS) (Customer Success Team or External Survey) Consider Alternative (See Note Below)
  • Business Metrics:
    • Account Retention Rate (Internal Sales Data)
    • Number of Upsell/Cross-Sell Opportunities (Internal Sales Data)
  • Critical Considerations:
    • CSAT is a good leading indicator of satisfaction when followed by open-end survey questions.
    • NPS can be industry-specific and potentially less valuable than CSAT. Consider a more tailored customer loyalty metric.
    • Don’t overload one person with all the survey questions. Aim for maximum 15-20 questions per person.

Note on NPS: Although widely used, NPS can be generic and not always capture the nuances of specific B2B relationships. Explore alternative customer loyalty metrics aligned with your industry and account goals (e.g., likelihood to recommend specific products/services, willingness to participate in joint initiatives).

3. Strategic Alignment (Weight: 20%)

  • Metrics:
    • Alignment of Account Goals with your Business Strategy (Joint Business Planning Session Documentation)
    • Collaboration Level with Account Teams (Meeting Minutes, Communication Frequency)
    • Joint Business Planning Initiatives (Joint Planning Documents, Project Status Reports)
  • Business Metrics:
    • Increased Market Share (through collaboration) (Internal Sales Data or External Market Research)
    • Reduced Costs (through joint initiatives) (Internal Finance Data)
  • Critical Considerations:
    • Use documented evidence to verify alignment and collaboration.

4. Operational Efficiency (Weight: 15%)

  • Metrics:
    • Order Fulfillment Accuracy (Internal Order Fulfillment Data)
    • On-time Delivery Rates (Internal Logistics Data)
    • Inventory Management within Account (Internal Inventory Management Data)
    • Cost of Serving Account (Calculated using Internal Sales & Operations Data)
  • Business Metrics:
    • Reduced Lead Time (Internal Sales Data)
    • Improved Inventory Turns (Internal Inventory Management Data)
  • Critical Considerations:
    • Ensure data accuracy across internal departments involved (Sales, Operations).

5. Innovation (Weight: 5%)

  • Metrics:
    • Number of Co-creation Projects (Joint Project Documentation)
    • Participation in Pilot Programs (Internal Project Management Data)
    • Early Adoption of New Products/Services (Internal Sales Data)
  • Business Metrics:
    • Increased Revenue from New Products/Services (Internal Sales Data)
    • Enhanced Customer Differentiation (Market Research or Competitive Analysis)
  • Critical Considerations:
    • Track innovation efforts through documented evidence (project reports, co-creation agreements).

Data Source Attribution:

  • Internal Sales Data: Sales Team or CRM System
  • Internal Finance Data: Finance Team or Accounting System
  • Internal Customer Success Data: Customer Success Team or Customer Relationship Management (CRM) System
  • Internal Order Fulfillment Data: Order Fulfillment Team or Order Management System (OMS)
  • Internal Logistics Data: Logistics Team or Logistics Management System (LMS)
  • Internal Inventory Management Data: Inventory Management Team or Inventory Management System (IMS)
  • Internal