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Break & Glue: The art of capturing complex mega-strategic accounts in CRM to get the most from account planning tools 

Strategic Account Management Association

A while ago, I came across a discussion about the optimal way to capture strategic customers in a customer relationship management (CRM) tool in a way that enables effective, efficient account planning using account planning applications or tools. A Generic Complex Mega-Strategic Account.

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How to Choose the Right Accounts for ABM, from HubSpot's ABM Product Manager

Hubspot Sales

Mark the companies associated with the largest active deals as target accounts. Then, create simple account plans for each deal and deploy content accordingly. No matter what reason you have for picking target accounts - be intentional! Get this wrong, and you’ll be setting yourself up for failure.

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A new year beckons, how ready are you?

Louise Collins Associates

2017 is gone and forgotten. Goal setting in Key Account Management (KAM), is exactly the same. Agreeing account goals and individual goals within that, provides structure for the account team. Sharing these, and capturing them within the account plan ensures that we are accountable.

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Just Out! Our Top 20 Sales Tech Vendors to Follow at Dreamforce #DF17

SBI

Dreamforce 2017 is just around the corner. Outside In @outsideinsales Outside In solutions and services simplify account planning and opportunity management. 6-9 in gorgeous San Francisco. I’ve got my ticket [the event SOLD OUT weeks ago] and soon will be packing my bags with flat-heeled shoes and comfy clothes.

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Key account management strategy: Setting things in motion

PandaDoc

Formalize key account management The CSO Insights 2017 Sales Enablement Optimization Study found that only 33.1% of organizations use a formal approach to key account management, where they require their salespeople to develop strategic account plans. More than 10% do no account planning whatsoever.

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Revegy’s 2018 Year in Review Signals Strong Outlook for 2019

SBI

Founded in 2005, Revegy more than doubled net new customers from 2017 for its SaaS-based subscriptions. The company signed 19 net-new clients in 2018, including its first accounts in the manufacturing and financial services industries. Revegy’s 2018 Year in Review Signals Strong Outlook for 2019. About Revegy.

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Tricentis COO David Keil Joins Revegy’s Board of Directors

SBI

Revegy is the pioneer in sales and account planning technology for complex enterprise sales organizations, and delivers a codified framework that empowers teams to think critically and strategically about revenue opportunities. Account Planning. It offers a key account planning and. Account Targeting.