DemandFarm

NOVEMBER 27, 2024

Case Study Example: Consider a B2B tech company that adopts RevOps and integrates its CRM system across departments. Here’s how: Whitespace Identification: AI ranks leads by conversion likelihood, helping KAMs focus on high-potential accounts and uncover untapped opportunities.

Artificial Intelligence 40

Artificial Intelligence Key Account Management Decision-making Account Growth 40

Account Manager Tips

OCTOBER 11, 2021

Update the CRM. A study by Oracle said most salespeople would rather clean toilets than update the CRM. Key account managers have revenue targets too. A big part of the role is account growth and expansion. Tools like Notion are excellent to capture and organise client information. But guess what?

Account Management 246

Account Management Key Account Management Management Suppliers 246

Revegy

OCTOBER 16, 2018

While CRMs can serve as the global warehouse for customer data, they were not purpose built for KAM and they alone do not provide the actionable intelligence required to drive key accounts growth. Why CRMs Alone are not Adequate for Key Account Management. Empowers account managers to drive key account growth.

Key Account Management 40

Key Account Management Account Management CRM Management 40

DemandFarm

DECEMBER 27, 2024

Its appeal lies in its simplicity and ability to integrate seamlessly with HubSpots CRM and use the entire Hubspot ecosystem! This increases efficiency in your selling process and helps you develop a playbook to ensure all reps and key account managers are winners instead of just one person!

Key Account Management 52

Key Account Management Stakeholders Sales Account Planning 52

PartnerTap

JULY 11, 2023

PartnerTap’s ecosystem partner platform is an all-in-one solution for account mapping , pipeline sharing , and co-selling with all types of partners. It connects directly with your CRM and lets you invite partners to connect for real-time data sharing. Ready to drive new logo account growth?

CRM 98

CRM Account Growth Software Software 98

Hubspot Sales

MARCH 15, 2019

If you're looking at the surplus of dashboards and reports in your CRM database , all the charts, numbers and percentages can be overwhelming. Not only can you look at revenue trends over time, but you can also compare MRR to the monthly sign up rate for your product or service, monthly account growth rate, and customer retention.

Decision-making 139

Decision-making Account Growth Prioritization Meetings 139

SalesPop

APRIL 30, 2021

It has prioritized lead and opportunity management over account management. This emphasis was echoed in nearly all CRM systems, and we at Pipeliner CRM fell into the same trap for a long time. RAIN Group, White Paper Competencies of Strategic Account Managers. Need from CRM.

Account Management 80

Account Management Management Value Proposition CRM 80

DemandFarm

OCTOBER 15, 2024

Relationship management , account planning, strategic partnerships, whitespace analysis , sales forecasting, competitive analysis, internal collaboration, executive presentations, tracking account growth… phew! That’s a lot of activities to squeeze in every single day.

Key Account Management 52

Key Account Management Account Management Management Decision-making 52

Revegy

MAY 14, 2018

Moreover, companies that use a solution designed specifically for account planning have an 11-point advantage over those using manual efforts and a 9-point advantage over those using homegrown or CRM applications. What would a 9 to 11-point increase to your key account growth mean for your organization?

Co-Creation 53

Co-Creation Key Account Management Account Management Account Planning 53

ProlifIQ

APRIL 3, 2023

Strategic account planning (top 5-10% of your accounts) will have clear visuals and reporting on where the best opportunities are for account growth. Retention Finally, retention strategy is an important account planning tool that helps sales teams keep their existing customers engaged and satisfied.

Account Planning 52

Account Planning Stakeholders CRM Decision-making 52

PartnerTap

JULY 11, 2023

PartnerTap’s ecosystem partner platform is an all-in-one solution for account mapping , pipeline sharing , and co-selling with all types of partners. It connects directly with your CRM and lets you invite partners to connect for real-time data sharing. Ready to drive new logo account growth?

CRM 52

CRM Account Growth Software Software 52

Mike Kunkle

NOVEMBER 23, 2023

This should also allow you to correlate stick rates/customer retention improvements, reduced churn, and account growth. Get data from a variety of sources, such as CRM software, sales reports, and customer surveys. Don’t assume correlation means causation, but if you see patterns you can report them.

Sales 130

Sales Finance Profitability Decision-making 130

PandaDoc

APRIL 21, 2023

While working on account growth, maintain a solid strategic relationship with account owners. 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.

Key Account Management 52

Key Account Management Account Management Management Prioritization 52

Janek Performance Group: Account Planning

JULY 25, 2023

Here, 72 percent of respondents said that account planning increased their understanding of their clients’ business. Companies that use KPIs to track account planning are much more likely to hit sales targets. Also, key metrics show the success of leveraging your CRM. KPIs are essential for evaluating your endeavors.

Account Planning 52

Account Planning Prioritization Decision-making Organization 52

DemandFarm

MAY 12, 2023

Opportunities rarely get created in the CRM for this stream of revenue. This stream is also the biggest contributor for the account growth. This is different from renewal revenue in the sense that product/services have to be delivered to realize the revenue. The approach to each of these revenue streams is different.

B2B 52

B2B Key Account Management Account Management Manufacturing 52

Mercuri International

MAY 23, 2023

Using AI tools to crawl CRM systems and other customer data for predictive patterns. Set objectives & strategy A SAM should create a sensible and sustainable strategy for strategic accounts, help develop the account plan, and build buy-in across the organization. White spot analysis to identify gaps in the account approach.

Artificial Intelligence 52

Artificial Intelligence Value Proposition Account Management Co-Creation 52

SmartKarrot

APRIL 7, 2023

This covers CRM track-and-react reporting. Make contact with new customers to offer a satisfying onboarding experience and determine their potential accounts. Do buyer research to find important account growth prospects. Create and implement account strategies to increase sales and satisfy customers.

Customer Success 19

Customer Success Value Proposition Account Growth Acquisition 19

SmartKarrot

APRIL 7, 2023

This covers CRM track-and-react reporting. Make contact with new customers to offer a satisfying onboarding experience and determine their potential accounts. Do buyer research to find important account growth prospects. Create and implement account strategies to increase sales and satisfy customers.

Customer Success 19

Customer Success Value Proposition Account Growth Acquisition 19

Account Management Skills

AUGUST 24, 2021

In this episode, I talk to Alex Raymond from Kapta about everything to do with account management processes. Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships. Jenny 06:11.

Account Management 98

Account Management Management Account Planning Co-Creation 98

SmartKarrot

JULY 18, 2022

Role: Director, Customer Success Location: Remote, Maryland, United States Organization: Riverbed Technology As a Director of Customer Success, you will manage to customer success metrics including ARR retention and growth and customer satisfaction (NPS).

Customer Success 3

Customer Success Stakeholders Account Growth Onboarding 3

SmartKarrot

MAY 25, 2022

Measuring the success of the client experience efforts by building and deploying reporting that includes CRM analytics along with client surveys (NPS and CSAT). Foster account growth/expansion via new products and markets. Identifying and pursuing new business opportunities with key clients.

Customer Success 3

Customer Success Logistics Onboarding Advertising 3

SmartKarrot

APRIL 6, 2021

How they achieved account growth? Why can’t I use a CRM like I am doing now”? If this is the objection from the company, you need to inform them about how CRM and CS tools are different. CRMs are for the sales pipeline and CS software is for customer lifecycle management and engagement. How a client grew revenue?

Customer Success 18

Customer Success Software Software Decision-making 18

SmartKarrot

JUNE 15, 2021

Maintaining accurate and detailed records of interactions with members on the CRM. Work closely with product, publisher team, and operations teams to constantly optimize efforts relating to Account growth and company-wide goals. Working with Membership Manager to identify any upsell/cross-sell opportunities.

Customer Success 10

Customer Success CXM Stakeholders Performance Review 10

SmartKarrot

NOVEMBER 25, 2020

Manage large enterprise accounts including account growth and driving product utilization. Drive effectiveness and efficient use of HubSpot CRM that holds customer at the center of the experience. You must be intellectually curious, pragmatic enough to flourish in a startup, and comfortable with uncertainty.

Customer Success 10

Customer Success Onboarding Stakeholders Account Growth 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.

Key Account Management 10

Key Account Management Account Management Management Suppliers 10

SmartKarrot

OCTOBER 11, 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.

Key Account Management 10

Key Account Management Account Management Management Suppliers 10

Arpedio

FEBRUARY 17, 2025

Sodexo’s approach led to stronger internal coordination, greater accountability, and measurable improvements in account growth and retention. A key takeaway was the importance of refining account planning processes before layering AI on top. ARPEDIO Sales Heat Map The Result?

Account Planning 52

Account Planning Prioritization Leadership Decision-making 52