ProlifIQ

AUGUST 17, 2023

Here’s why: Increased Visibility and Understanding of Customer Needs: Engaging with different stakeholders provides a comprehensive view of customers’ pain points and business objectives, facilitating better alignment of products or services. Account planning will lead to new opportunities and eventually account growth.

Acquisition 52

Acquisition Customer Success Stakeholders Profitability 52

SmartKarrot

OCTOBER 3, 2023

The playbook serves as a tool for standardizing procedures, ensuring consistent service quality, and fostering customer relationships that lead to business growth. Account Growth Account growth is not just about upselling or cross-selling; it’s about identifying opportunities that genuinely add value to the customer.

Customer Success 19

Customer Success Management Account Growth Onboarding 19

SmartKarrot

MARCH 24, 2022

Maintain a balanced proactive/reactive relationship with your assigned accounts. Expand Impact.com’s presence in the client organizations by developing relationships and facilitating strategic review sessions with senior-level people that have decision-making authority.

Customer Success 19

Customer Success Government Account Growth Facilitation 19

SmartKarrot

MARCH 2, 2022

Facilitate Process Reviews, Adoption Reviews and at times Customer Workshops (knowledge sessions) Customer touch points for value & impact conversations. Advocating security best practices for the customers to drive product adoption and business growth. Handle invoices and billing issues, appeal process.

Customer Success 3

Customer Success Value Proposition Account Growth Facilitation 3

SmartKarrot

JANUARY 6, 2022

Facilitate onboarding, fulfillment, training, and ongoing account review and modification across several business divisions. Identify opportunities to up-sell and drive new business growth through greater advocacy and reference-ability. Meet quarterly goals to support corporate initiatives.

Customer Success 3

Customer Success Finance Account Growth Facilitation 3

SmartKarrot

MARCH 15, 2021

Facilitate new customer account creation and signups (hundreds >> thousands of individuals). Identifying upselling opportunities and being responsible for account growth. Educate clients on how existing and new product features and functionality work, and how they can contribute to their business growth.

Customer Success 10

Customer Success Onboarding Account Growth Facilitation 10

SmartKarrot

OCTOBER 14, 2022

By addressing three crucial problems—misguided key account selection, overworked key account managers , and resource waste—CSOs can buck this trend. . Chief sales officers (CSOs) frequently increase the resources they devote to their biggest accounts to accelerate key account growth. Concluding Thoughts .

Key Account Management 10

Key Account Management Account Management Management Suppliers 10