DemandFarm

MAY 22, 2023

Is a key account manager the same as a sales manager? Meet Anna, a diligent Sales Manager at Brilliant Solutions , a thriving software company specializing in cutting-edge automation tools. Her daily tasks revolve around driving sales, managing the sales team, and ensuring sales targets are met.

Key Account Management 52

Key Account Management Account Management Digitalization Sales Management 52

ProlifIQ

OCTOBER 4, 2023

Where To Start In the complex world of B2B sales and account management, success hinges on the ability to develop and execute a robust account management strategy. We’ll walk through the key components of building an effective account management strategy that drives revenue, customer retention, and loyalty.

Account Management 52

Account Management Management Account Planning Key Account Management 52

Customer Think

MAY 8, 2023

Chief Customer Officer strategy varies widely, with a mix of defense and offense playbooks. Defensive plays in customer experience management (CXM) are in Service, Loyalty programs, Net Promoter System, and closed-loop Voice of the Customer (VoC).

CXM 78

CXM Onboarding Account Management Customer Experience 78

Arpedio

FEBRUARY 14, 2024

Two such important functions that often go hand in hand are account management and sales. Understanding the nuances between account management and sales can help businesses optimize their strategies and ensure long-term client relationships. Two such crucial roles are account management and sales.

Account Management 52

Account Management Management Sales Client Relationships 52

DemandFarm

DECEMBER 27, 2024

Not just that, with competitors piling up in every single industry, the pressure is on to deliver more than just numbersits about creating unforgettable customer experiences (CX). 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

Flevy

OCTOBER 24, 2024

A robust value chain not only ensures operational efficiency but also drives customer loyalty and enhances risk management. These technologies can resolve simple queries, guide customers through account setups, and even process loan applications. Blockchain is also making waves in retail banking.

Banking 52

Banking Retail Acquisition Value Proposition 52

Help Scout

SEPTEMBER 21, 2021

Customer success teams often have a range of responsibilities, depending on the team’s age, the size of the company, and what type of product they are supporting. For instance, customer success may be responsible for implementation, onboarding, and lifecycle management at some larger companies.

Customer Success 104

Customer Success Onboarding Decision-making Customer Experience 104

SBI Growth

DECEMBER 9, 2019

For some time now here at SBI, we’ve been describing the measurable benefits of taking a more holistic approach to customer experience. Taking a broader view of your customer’s experience usually requires an expanded line of sight for marketing –

Customer Experience 67

Customer Experience Marketing Account Management Organization 67

Hubspot Sales

APRIL 27, 2023

Successful AEs can go on to sales management, enterprise sales, or even executive roles, depending on the size of the company. Post-Sales Account Manager After the AE closes a deal, a post-sales account manager is responsible for managing that sales account and ensuring that the client is satisfied with the quality of the product or service.

Sales 126

Sales Account Management Communication Sales Management 126

Zendesk

AUGUST 26, 2022

So, how can integrations between your support platform and tools like your CRM improve the customer experience? When data is integrated into all the tools your customer-facing teams use, you can employ contact management, automation, and advanced analytics to ensure a delightful customer experience and eliminate silos between teams.

Customer Experience 52

Customer Experience CRM Software Software 52

Help Scout

SEPTEMBER 16, 2021

These days it’s easier than ever to outsource customer support, even for small teams that prioritize customer experience and quality. A new crop of companies that specialize in brand-forward customer experience outsourcing for small teams has emerged in the past five years.

Small Business 98

Small Business Onboarding Management Customer Experience 98

Upland

FEBRUARY 29, 2024

But what happens when sales teams forego change management and fail to impart change that lasts? We also have heard stories where change management fails, such as in the case of Travis Hill, VP of Customer Experience. Want proof?

Account Planning 195

Account Planning Management Leadership Organization 195

Red Star Kim

FEBRUARY 8, 2024

Tools include: Analysis of past clients – Often taking the major clients (on the Pareto 80:20 rule) and looking at data over the past three years or so: source, need/issue, onboarding process, satisfaction and potential fee/profit opportunity. Similarly, a Key Account Management (KAM) or Account Based Marketing (ABM) approach may help.

Value Proposition 130

Value Proposition Key Account Management Digitalization Sales 130

Deep Insight

JANUARY 28, 2020

This is a really important point: if you are responsible for running a customer experience (CX) programme in your organisation, don’t under-estimate the importance of investing in the ‘Soft Side’ if you want to generate real long-lasting results. Onboarding. In other words, focusing on people as much as process.

Onboarding 52

Onboarding Leadership Account Management Account Planning 52

Help Scout

MAY 12, 2021

To improve customer retention, first you must understand why your customers leave, and then how your customer service team can positively impact those reasons. To discover why customers are leaving, start by talking to the following folks: Your customer success team or account managers, if you have them.

Finance 117

Finance Account Management Business Growth Onboarding 117

Strikedeck

MAY 24, 2021

Michelle Brown-Krier, in an interview with Vincent Manlapaz, discusses why organizations need a strong customer success vision to keep up with the competition.

Account Management 40

Account Management Management Customer Success Organization 40

SBI

FEBRUARY 20, 2018

Fourth, this digital automation improves account management and customer satisfaction. Studies have found that companies deploying e-signatures close 17% more deals and average almost 6 times better year-over-year improvement in customer renewal rates*. Increase in sales by over 20% with an improved customer experience.

e-Learning 55

e-Learning Artificial Intelligence Digitalization Sales 55

SmartKarrot

DECEMBER 5, 2022

The management and business leaders might have all the information regarding their business, including customers, competitors, market, industry, employees, national and international rules affecting their business, etc. It can improve customer experiences by making the system faster and more efficient. Case Study 1.

Account Management 19

Account Management Customer Success Artificial Intelligence Management 19

SBI

MARCH 22, 2018

PipelineDeals was built with salespeople and account managers in mind, and is designed to help them tackle their most important tasks. Our solution takes their activities and organizes them into a flexible, interactive tool that gives a broad look into potential and current customers. Lyamen: Salespeople have busy schedules.

Management 22

Management CRM Account Management Sales 22

Arpedio

MAY 23, 2023

It can be provided by internal sales managers or external sales coaches who are experienced in sales and possess coaching expertise. Enhances Customer Relationships : Sales coaching can also help to build better relationships with customers. Start by centralizing your account and stakeholder data in Salesforce!

Sales 52

Sales Account Management Stakeholders CRM 52

OnStrategyHQ

JULY 8, 2022

We keep employees long-term, which helps create a quality product instead of constantly onboarding and offboarding.?. As a chip and semiconductor manufacturing organization, customers choose our organization as a supplier because: Extended range of solutions. ? Employee longevity. ?We Examples for Manufacturing. Disruptive product. ?Offerings

Insurance 52

Insurance Logistics Construction Manufacturing 52

Arpedio

JANUARY 17, 2023

Yet, to get it right, it’s necessary that you have a deep understanding of your customer’s need(s), so you are able to offer the right product/service at the right time. To get everyone onboard, let’s take a look at a few examples of cross-selling. Decreasing trust if customers experience a constant feeling of being sold to.

Profitability 52

Profitability B2B Account Management Decision-making 52

Strikedeck

AUGUST 4, 2021

Helena Young, VP of Customer Success at League Inc, discusses the difference between customer success (CS) versus account management (AM) in an interview with Vincent Manlapaz. Also, how CS helps businesses reframe their perspective on achieving customer growth and success.

Customer Success 52

Customer Success Account Management Management Onboarding 52

Arpedio

FEBRUARY 23, 2024

Customer Success Operations: Customer success operations involve the strategies and processes aimed at maximizing customer satisfaction, retention, and lifetime value. This includes customer onboarding, account management , customer support, and renewal management.

Acquisition 52

Acquisition Facilitation Artificial Intelligence Decision-making 52

Strikedeck

NOVEMBER 19, 2019

Vincent Manlapaz, in an interview with Emilia D'Anzica, a Customer Success and Account Management partner at Winning by Design, talks about driving growth across the organization.

Customer Success 45

Customer Success Account Management Organization Management 45

Deep Insight

MAY 4, 2021

This year, we also spread the net for our Customer Relationship Quality (CRQ) assessment very wide. We didn’t just limit to the key decision makers, influencers and the customer experience and employee experience team that we work with on a day-to-day basis.

Innovation 52

Innovation B2B Onboarding Leadership 52

SmartKarrot

JANUARY 4, 2022

Role: VP, Customer Success Location: Remote, Sunnyvale, CA, US Organization: Clari As a VP of Customer Success, you will lead all aspects of the Customer Success organization which includes driving strategic adoption, ensuring a remarkable customer experience, and optimizing ongoing engagement with Clari.

Customer Success 3

Customer Success Onboarding Account Management Acquisition 3

ProlifIQ

AUGUST 17, 2023

Nurturing Relationships for Long-Term Loyalty: Customer loyalty is a cornerstone of the land and expand strategy. Building strong relationships through personalized interactions, proactive customer support, and attentive account management fosters loyalty, reducing the risk of churn and increasing the likelihood of expansion.

Acquisition 52

Acquisition Customer Success Stakeholders Profitability 52

SmartKarrot

JUNE 11, 2020

An account management software is basically a customer relationship management (CRM) that’s fast gaining popularity as the tool that helps big and small businesses organize their sales by dividing them sector-wise. Which is where account management software tools come into play. . Source: Grandviewresearch.

Account Management 10

Account Management Software Software Management 10

SmartKarrot

OCTOBER 26, 2022

For several reasons, both large and small customers can churn. Implementing a comprehensive account management program is the greatest approach to preventing an expensive breakup with your most valuable clients. Key account management is the tactical method businesses use to manage and expand their most crucial clients.

Account Management 11

Account Management B2B Management Advertising 11

Arpedio

FEBRUARY 15, 2024

It sets the stage for a positive customer experience by laying the groundwork for trust, credibility, and value perception. By focusing on the pre-sales phase, businesses can effectively influence and shape the customer’s perception of their products or services, thereby increasing the likelihood of successful conversions.

Sales 52

Sales Decision-making Customer Experience Value Proposition 52

SmartKarrot

JANUARY 13, 2022

Role: VP, Customer Success | B2B SaaS Location: Remote, United States Organization: Displayr As a VP of Customer Success, you will maximize Displayr’s customer satisfaction by leading the post-sale relationship: onboarding, training, and adoption.

Customer Success 19

Customer Success Onboarding Value Proposition Account Growth 19

SmartKarrot

MAY 20, 2022

Role: VP of Customer Experience Location: Remote, New York, NY, US Organization: Healthie As a VP of Customer Experience, you will own the entire Customer Success and Support experience at Healthie. Lead a team of 12-15 customer-facing specialists, including team Directors.

Customer Success 19

Customer Success Onboarding Customer Experience Stakeholders 19

SmartKarrot

JULY 1, 2020

With a subscription based business model, it is of utmost important that you provide a delightful customer experience in every interaction with your clients. That’s why a client onboarding checklist is mandatory for you to cover every aspect of onboarding with your clients. Know your client’s profile. Welcome email.

Client Onboarding 10

Client Onboarding Onboarding Customer Success Meetings 10

SmartKarrot

FEBRUARY 22, 2022

As a Sr Director of Customer Success, you will develop strategies that enhance and improve customer experience and drive differentiate customer value, including providing a compelling digital customer post-sales experience. Delivers tailored training programmes for priority accounts and doors.

Customer Success 19

Customer Success Retail Onboarding Customer Experience 19

SmartKarrot

DECEMBER 14, 2021

Role: Vice President, Customer Success Location: Remote, McLean, VA, US Organization: Logi Analytics, an insightsoftware company As a Vice President of Customer Success, you will own a Customer Experience strategy, to include presales, onboarding, services, support, and technical account management.

Customer Success 19

Customer Success Onboarding Account Management Client Development 19

SmartKarrot

OCTOBER 20, 2021

Role: Director of Customer Success Location: Remote, United States Organization: Satori As a Director of Customer Success, you will define the customer lifecycle journey from onboarding to value generation and expansion. Hire and train a world-class team of customer success managers.

Customer Success 19

Customer Success Negotiation Onboarding Account Management 19