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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! SWOT analysis of the target account. The relationships inside the account.

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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. Bigtincan @Bigtincan Bigtincan is one of the industry’s leading AI-Powered Sales Enablement Platform that helps organizations sell smarter, service better, and win more deals. 6-9 in gorgeous San Francisco. Adobe @AdobeDocCloud. Altify @altifyinc. DocuSign @docusign.

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Key account management strategy: Setting things in motion

PandaDoc

However, this is sometimes easier said than done, and many sales organizations struggle to develop a strategy that gets real results. Benefits of implementing successful account management strategies Successful account management strategies enable you to build win-win alliances with your most significant clients.

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ARPEDIO Welcomes New Global Advisory Board

Arpedio

From 2017-2022, he was responsible for Salesforce Financial Services Go-To-Market, FS industry solutions like Financial Services Cloud and the partner alignment with both SIs and Salesforce ISVs like ARPEDIO. She has an expansive understanding of the complexities facing organizations today.

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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.