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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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Key account management strategy: Setting things in motion

PandaDoc

It’s paramount that account managers maintain a good rapport with clients. Take advantage of account management tools, such as customer relationship management (CRM) platforms. We won’t delve into the question of what is CRM and its use here, but these platforms are excellent for managing relationships with clients.

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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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Invisible.io Launches New RevenueGrid.com Sales Engagement Platform

SBI

Launches RevenueGrid.com, New Sales Engagement Platform that Goes Beyond CRM, AI And Redefines What Sales Engagement Tools Should Be. Through its unique, account-specific revenue signals and automated outreach, the enterprise cloud solution is promised to accelerate sales in a way that CRM and AI alone cannot. Account Planning.

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Revegy and FinListics Announce Partnership Alliance

SBI

Sales personnel spend significant time in their CRM systems, so having both companies’ technologies integrated on one platform will make their jobs easier and help them reach their targets.”. “We The only agnostic platform of its kind, Revegy is designed to work with any CRM and any sales methodology. Account Planning.

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FinListics and Revegy Announce Partnership Alliance

SBI

Sales personnel spend significant time in their CRM systems, so having both companies’ technologies integrated on one platform will make their jobs easier and help them reach their targets. Closing the gap between CRM and sales methodology programs, Revegy provides powerful visual solutions for account, opportunity and portfolio planning.

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Revegy Enhances User Interface to Improve Navigation and Productivity

SBI

ATLANTA, April 29, 2019 (Newswire.com)- Revegy , a leading provider of account planning technology, updated its software user interface (UI). Revegy, a leading sales platform for key account planning, enables companies to visualize what’s going on inside their largest accounts by mapping people, priorities and progress.