Upland

SEPTEMBER 21, 2023

The Four Most Important Best Practices Inspired by Sales Leaders Nigel outlines four key areas businesses need to focus on to excel at account planning. First and foremost, Nigel highlights the importance of knowing who your key buyers are, and deeply understanding them.

Account Planning 195

Account Planning Account marketing Innovation Marketing 195

ProlifIQ

MARCH 30, 2023

Account Planning Template for B2B Sales Teams You can steal the key account plan template we use with customers here. We’ll cover each part including: Business Overview Objectives & goals Relationship Mapping White Space (Expansion) Action Introduction: What is Account Planning?

Account Planning 98

Account Planning Key Account Management Account Management Stakeholders 98

Upland

SEPTEMBER 21, 2023

The Four Most Important Best Practices Inspired by Sales Leaders Nigel outlines four key areas businesses need to focus on to excel at account planning. First and foremost, Nigel highlights the importance of knowing who your key buyers are, and deeply understanding them.

Software 221

Software Software Account Planning Account marketing 221

Upland

APRIL 5, 2023

Collaboration: it’s often been said that the difference between a good account plan and a great one is collaboration. Therefore, regular collaboration on account plans between sellers, leaders, marketing professionals and customer success team members is vital to tackling accounts as one cohesive revenue team.

Account Planning 195

Account Planning Customer Success B2B Decision-making 195

Hubspot Sales

MARCH 18, 2019

According to RAIN Group , the biggest difference between high performing companies and everyone else is an effective account planning tool. A key account plan helps you identify the greatest possibilities for growth, potential roadblocks, threats from the competition, and more.

Key Account Management 143

Key Account Management Account Management Management Account Strategy 143

Cosawi

JANUARY 29, 2024

In our more traditional groups, marketing, and sales work in locked steps but it seems that the shift to strategic account management is often missing marketing when time comes to establish its roadmap. At Thales, this transformation began with the creation of a distinct role – account marketing.

Value Proposition 52

Value Proposition Co-Creation Marketing Account marketing 52

Cosawi

JANUARY 24, 2025

This requires more than the collaboration of marketing and sales but real integration and alignment with the outside-in mindset and ways of working, starting with the customer in mind. Think about your own company: how is your marketing integrated with your strategic account planning and work?

Co-Creation 40

Co-Creation Marketing Key Account Management Value Proposition 40