ProlifIQ

NOVEMBER 7, 2024

Salesforce Account Plans – Using Your CRM To Drive Strategy Salesforce account plans are a powerful feature within the Salesforce ecosystem, designed to streamline and enhance strategic account planning for B2B sales and account management professionals.

Account Planning 52

Account Planning Account Management Decision-making CRM 52

ProlifIQ

FEBRUARY 6, 2025

Account Plans Start With Good Research 2025 is here, and new territories and accounts are being handed out. One critical component of B2B selling is account planning. This ensures a broader perspective and helps devise a more effective account planning strategy.

Account Planning 52

Account Planning Logistics Internet B2B 52

ProlifIQ

OCTOBER 30, 2024

KAM Technology & Use Cases in 2025 KAM technology plays a crucial role in supporting these best practices by providing powerful tools and features that streamline and enhance key account management processes. With access to real-time data and historical trends, businesses can develop detailed account plans and set realistic goals.

Key Account Management 52

Key Account Management Stakeholders Account Planning Account Management 52

DemandFarm

MARCH 31, 2025

With an org chart tool, you can map out everyone involved and plan engagement accordingly. Its a must-have for strategic sales and account planning. Top Org Chart Tools for HubSpot in 2025 Lets dive into the top tools. It integrates seamlessly with HubSpot, enabling users to auto-generate stakeholder maps using CRM data.

CRM 40

CRM Stakeholders Account Planning Decision-making 40

DemandFarm

DECEMBER 12, 2024

When you thought you had mapped the relationships within a key account, another regional division probably popped up, demanding attention and alignment. Decision-makers switched roles faster than you could update your CRM. So, whats your 2025 KAM Strategy? Champions turned into detractors (and vice versa).

Key Account Management 52

Key Account Management Account Management Stakeholders Account Planning 52

DemandFarm

DECEMBER 27, 2024

In 2025, these tools will evolve to improve efficiency and provide actionable insights that help teams strategize smarter. The Best Sales Acceleration Tools in 2025 1. DemandFarm DemandFarm is purpose-built for key account managers, particularly for those who manage complex account-based sales processes.

Key Account Management 52

Key Account Management Stakeholders Sales Account Planning 52

DemandFarm

MARCH 31, 2025

In the past, account managers spent significant time on manual tasks like logging customer interactions, scheduling meetings, updating CRM records, and manually tracking stakeholder engagement. Providing AI-driven insights into account health, whitespace opportunities, and stakeholder influence, enabling proactive decision-making.

Account Management 40

Account Management Key Account Management Management Account Planning 40