The SWOT analysis is a key components of keeping your account direction and decisions closely aligned with your customer's goals.  

SWOT Analysis in Kapta

What is the SWOT Analysis Tool?

The SWOT analysis tool in Kapta provides a structured framework to analyze a customer's internal strengths and weaknesses, and external opportunities and threats. Located within the details tab of an account, this powerful tool helps account managers align their strategies with customer goals.

Purpose and Strategic Value

The primary goal of the SWOT analysis is to keep your account direction and decisions closely aligned with your customers' goals by providing:

• Internal Focus: Analysis of strengths and weaknesses within the customer relationship
• External Focus: Evaluation of opportunities and threats in the customer's market position
• Strategic Alignment: Foundation for informed account planning and decision-making

SWOT Categories Explained

The SWOT analysis in Kapta is organized into four distinct categories:

1. Strengths: Internally focused positive factors that keep the relationship with the customer strong
2. Weaknesses: Internally focused factors that may be harming customer satisfaction
3. Opportunities: Externally focused factors that make the customer strong among competitors
4. Threats: Externally focused factors that make the customer weak among competitors

Creating a SWOT Analysis

Getting Started

1. Navigate to the account's details tab
2. Locate the SWOT analysis section
3. Click "Start" for the section you want to complete first

Using Pre-populated Examples

• Kapta provides several examples you can choose from
• Filter examples by themes like "market" or "relationship"
• Select helpful examples or uncheck all to start from scratch

Customizing Your Analysis

• After selecting examples, the list is populated and ready for customization
• Add new items, edit existing ones, or change formatting as needed
• Tailor each section to reflect the specific account's situation

Turning Analysis into Action

When you highlight text within the SWOT analysis, three icons appear allowing you to:

1. Add the text as a task
2. Add the text as an action
3. Add the text as a goal

This functionality directly connects your analysis to actionable steps within the Kapta system, bridging the gap between the "know" (knowledge) and "act" (action) components of the "no act measure" process.

Coaching Support

Each SWOT section features a coach icon that:

• Opens a list of all SWOT sections
• Allows you to choose any section
• Provides access to additional examples
• Helps guide your analysis process

Best Practices for SWOT Management

Regular Updates

• Revisit the SWOT analysis every few months
• Stay current with internal and external developments
• Regular updates boost the account health score

Contribution to Account Health

• Completing and updating the SWOT analysis contributes to an account's health score
• This occurs through the profile completeness factor
• SWOT updates may be included in Kapta coaching tips if enabled by your admin

Reporting Capabilities

To access reports related to your SWOT analysis:

1. Click the reports link at the top right of an account
2. Look for the SWOT report in the list of account-level reports
3. Available reports are configured by your administrator

Benefits of Effective SWOT Analysis

• Provides clear understanding of customer's internal and external environment
• Aligns account strategies with customer realities and goals
• Translates analysis into actionable insights
• Contributes to measurable progress through account health scores
• Maintains relevance through regular updates