Hubspot Sales

JULY 22, 2020

This Microsoft Word document makes it possible for salespeople to clearly depict key account information, analyze potential growth opportunities, and establish a plan for account development that they then can share with the rest of the sales team. Upland Altify. Pricing: Contact for a Quote.

Account Planning 131

Account Planning Sales CRM Prioritization 131

Hubspot Sales

NOVEMBER 9, 2022

Pinpointing these accounts makes it easier to remove leads from your pipeline that don’t serve you well, so you can start the new year by having conversations with high-impact prospects. Moore adds, “Before reaching out to these prospects, be sure to identify customer stories that match these accounts. Investigate social selling.

Value Proposition 98

Value Proposition Sales Meetings Account Development 98

Upland

APRIL 20, 2023

Segmenting key accounts Once you have identified your target account list, you need to segment them into groups based on their size, industry, location, and additional factors like cultural fit and relationship status. This will help you to develop tailored account plans for each account.

Account Management 195

Account Management Management Account Planning Decision-making 195

ProlifIQ

APRIL 21, 2023

Businesses should prioritize key accounts by developing a deep understanding of their needs. This involves incorporating best practices for account planning and management. Your account growth strategy will be implemented by your sellers and customer success. Think of product managers and customer service representatives.

Account Growth 52

Account Growth Account Planning Key Account Management Account Management 52

PartnerTap

JANUARY 5, 2021

This requires: Overlap by industry to shape your vertical strategy with each partner Overlap by segment to inform which sales teams should focus on which partners Overlap by customers vs. prospects to guide your strategy with each partner Account ownership so you can connect sales reps to the best partner to help them sell and win a specific deal.

Publishing 59

Publishing Account Development Marketing Sales 59

DemandFarm

AUGUST 23, 2024

Org Chart by DemandFarm, a 100% Salesforce-native app, empowers sales and account management teams to visualize complex organizational hierarchies, create context-rich relationship maps, and develop effective engagement strategies—all within Salesforce.

Key Account Management 40

Key Account Management Client Relationships Account Management Account Planning 40

Brooks Group

OCTOBER 14, 2024

Strategic Account Planning Teach methods for analyzing and growing key accounts. Develop skills for creating long-term account management strategies. Here are nine selling skills to enhance customer retention and loyalty: 1.

Emotional Intelligence 63

Emotional Intelligence Negotiation Sales Training Construction 63

Arpedio

JANUARY 11, 2023

In order to do so, you should invest in your account management processes – so you can equip your strategic account managers with the best working environment to manage the complex journey of long-term account development. What Is an Account Manager? No, we don't use Salesforce yet. Let's talk.

Account Management 52

Account Management Management Key Account Management B2B 52

Revegy

NOVEMBER 8, 2018

Before we dive into account planning best practices, let’s all get on the same page about account planning. Muñoz defines account planning as: A structured, repeatable methodology for analyzing an account or set of assigned accounts, developing a deeper understanding and identifying opportunities.

Account Planning 56

Account Planning Global Accounts Acquisition Account Development 56

ProlifIQ

JUNE 21, 2023

Strategic accounts are not just any customers; they are the key customers that hold significant value and have the potential to contribute substantially to the company’s growth and revenue. A strategic account development plan serves as a roadmap for nurturing and growing these important accounts.

Account Management 52

Account Management Management Account Planning Stakeholders 52

Arpedio

JANUARY 3, 2024

Clear role clarification avoids overlaps and miscommunications, ensuring that each client receives focused and specialized attention that caters to their specific stage in the customer life cycle.

Account Management 52

Account Management Management Acquisition Account Growth 52

Zendesk

MAY 19, 2022

Account executives are slightly more specialized than sales reps, as they’re frequently assigned to high-profile accounts. Account development representative. Account development representatives are responsible for creating new sales strategies, identifying potential clients, and understanding market trends.

B2C 98

B2C Sales CRM Profitability 98

Hubspot Sales

APRIL 27, 2023

"When going in for an interview, the person on the other end is going to respect your authenticity and will easily be able to spot any insincerity,” says Kenny Powell , the senior account development representative at UserGems. This is the same for when you’re in the role as well. Always be yourself."

Sales 126

Sales Account Management Communication Sales Management 126

SBI

JULY 1, 2020

They are the companies that have the right technology, right infrastructure, and the right perspective to maintain a strategic account program over the long-term. Uncover hidden revenue by leveraging a comprehensive strategy that focuses on the key stages of account development to deepen relationships and drive strategic alignment.

Account Planning 72

Account Planning Decision-making Stakeholders Leadership 72

Hubspot Sales

NOVEMBER 9, 2023

Dust off your account (or start one from scratch). Together, we'll walk step by step through setting up your account, developing a strategy, and understanding how to market your brand on X. Behind its mysterious gestalt lies an enormous sea of opportunity for brands who learn to use X for marketing and sales.

Media 116

Media Marketing B2C Finance 116

DemandFarm

APRIL 26, 2023

Key Account Manager (Entry-Level): An entry-level Key Account Manager is typically responsible for managing a few key accounts, developing relationships with customers, and ensuring customer satisfaction.

Key Account Management 52

Key Account Management Account Management Interpersonal Skills Management 52

Arpedio

OCTOBER 30, 2023

Ulrik’s vision is clear: empower business professionals with tools that support them in their account-based selling endeavors. Provide them with resources that require bi-weekly reflections with their teams, ensuring they remain proactive and engaged in the account development process.

Co-Creation 52

Co-Creation Account Planning Artificial Intelligence Leadership 52

KAMCast

OCTOBER 13, 2021

Some of his projects have included: implementing a European sales academy for a leading beer brand; developing sales skills for global healthcare companies in the Middle East; and introducing account development and sales leadership models in Latin America and Europe for IT and engineering multinationals.

Sales Environment 40

Sales Environment B2B Key Account Management Healthcare 40

Arpedio

JUNE 9, 2022

Based on thorough account assessments directly in Salesforce, ARPEDIO’s Account Planning tool ensures a unique management overview of performance across all key accounts, while equipping strategic account managers with the best working environment to manage the complex journey of long-term account development.

Key Account Management 52

Key Account Management Account Management Sales B2B 52

Arpedio

MAY 10, 2023

These customers, often referred to as “key accounts”, are responsible for a significant portion of your revenue and are critical to the long-term success of your business. To put it simple: Key account management is a strategic approach to managing and nurturing relationships with your key accounts.

Key Account Management 52

Key Account Management Account Management Management Profitability 52

Arpedio

JUNE 16, 2022

Combining the two solutions enables a unique management overview of account performance across all strategic key accounts while equipping strategic account managers and account teams with the best professional tool on the market.

Account Planning 52

Account Planning Account Management B2B Prioritization 52

SmartKarrot

JUNE 27, 2022

Develop relationships and coordinate business reviews with senior leaders at our largest and most critical accounts. Develop a high level of proficiency in understanding our customer’s business needs and the product use cases and approaches that derive maximum value.

Customer Success 3

Customer Success Account Development Stakeholders Account Management 3

ClearPoint Strategy

JUNE 22, 2021

A tool to establish accountability, develop timelines, and achieve success. It goes back to their mission statement, “trustworthy service through continuous improvement.” Strategic planning for the City of Edmond, OK is: A way to create an aligned vision and purpose. Opportunity for collaboration. Communication tool.

Government 52

Government Communication Software Software 52

Arpedio

DECEMBER 19, 2023

Develop Targeted Account Lists : Based on your ICP and market research, develop a list of target accounts that are most likely to benefit from your product or service. This list should be dynamic, allowing for adjustments as you gather more data and insights.

Decision-making 52

Decision-making Account Planning CRM Marketing 52

Mercuri International

MAY 23, 2023

Review, predict & adapt SAMs often struggle to update their account plans with useful information and best practices gathered, which could be used as inputs to guide account development and to forecast the notoriously difficult development of larger accounts.

Artificial Intelligence 52

Artificial Intelligence Value Proposition Account Management Co-Creation 52

SmartKarrot

DECEMBER 2, 2022

Development of territory and account development, training, and educational plans. Onboard and train new customers on the solution. Support clients and resolve their issues. Internal and external key stakeholder management. Apply here: [link].

Customer Success 19

Customer Success Onboarding Account Planning Account Development 19

SmartKarrot

AUGUST 19, 2022

Apply here: [link] Role: Senior Customer Success Manager Location: Edinburgh, Scotland, United Kingdom Organization: Modulr As a Senior Customer Success Manager, you will be reporting to the Head of Customer Success, you will manage client and partner engagements growing and developing a high-performing portfolio set of accounts.

Customer Success 19

Customer Success Construction Negotiation Acquisition 19

SmartKarrot

FEBRUARY 10, 2022

Partner with the sales team to maximize their win rate and help to identify areas for account growth within existing accounts. Develop best practices for new customer onboarding and customer growth to ensure ongoing customer success. Be outcome-oriented and metric-driven in your approach to making customers successful.

Customer Success 19

Customer Success Onboarding Account Growth Account Development 19

SmartKarrot

SEPTEMBER 27, 2021

Build relationships and maintain the health of your accounts. Develop relevant content related to data-driven fundraising best practices. Design and implement systems and processes to make us more efficient and enhance the customer experience. Perform focused research on US households to help validate the model and dataset.

Customer Success 19

Customer Success Stakeholders Onboarding Government 19

SmartKarrot

NOVEMBER 11, 2022

Role: Customer Success Manager Location: Remote, Australia Organization: SEVENROOMS As a Customer Success Manager, you will do Customer Success Management: Manage your book of business ensure customer health, and adoption to achieve gross-and-net retention revenue targets, and identify opportunities to pass to our account development teams.

Customer Success 3

Customer Success Government Account Development Stakeholders 3

SmartKarrot

NOVEMBER 2, 2022

Apply here: [link] Role: Director of Customer Success Location: Remote, United States Organization: Cleverbridge As a Director of Customer Success, you will prepare account plans by collaborating closely with clients to identify current and future success goals; communicate plans to cross-functional team members and work to plans.

Customer Success 19

Customer Success Stakeholders Onboarding Finance 19

SmartKarrot

OCTOBER 12, 2022

Identify cross organizational opportunities for account growth (expansion and new accounts). Develop upsell & cross-sell opportunities. Hold regular onboarding/training/review sessions with customers to ensure the achievement of customer goals and outcomes.

Customer Success 19

Customer Success Financial Services Banking Onboarding 19

SmartKarrot

JANUARY 3, 2023

Development of territory and account development, training, and educational plans. Location: Dubai, United Arab Emirates (Hybrid) Organization: HUVIAiR Technologies As a Customer Success Manager, you will manage the accounts of multiple clients. Retain and grow client base through identifying cross/upsell opportunities.

Customer Success 19

Customer Success Onboarding Suppliers Stakeholders 19

SmartKarrot

DECEMBER 8, 2022

Perform periodic partner success reviews that confirm customer satisfaction, resolve issues with the help of the team, and expand the curriculum used within the account. Develop tools, processes, and best practices to ensure curriculum partners are realizing the greatest possible value from software.

Customer Success 19

Customer Success B2C Insurance CRM 19

SmartKarrot

AUGUST 4, 2022

Development of territory and account development, training and educational plans. On board and train new customers on the solution. Client support and issue resolution. Internal and external key stakeholder management.

Customer Success 19

Customer Success Stakeholders Innovation Facilitation 19

SmartKarrot

JANUARY 13, 2022

Partner with the sales team to maximize their win rate and help to identify areas for account growth within existing accounts. Develop best practices for new customer onboarding and customer growth to ensure ongoing customer success. Be outcome-oriented and metric-driven in your approach to making customers successful.

Customer Success 19

Customer Success Onboarding Value Proposition Account Growth 19

SBI

MARCH 31, 2021

Scratchpad Command has saved me SO much time; I rely on it so heavily now I’m not sure what I would do without it.” — Carly Thompson, Account Development, Productboard “Oh man, don’t even get me started on Scratchpad Command. You can customize templates to include only the fields that you commonly fill out.

Internet 26

Internet Account Development Innovation Media 26