Remove Account Planning Remove Acquisition Remove Sales Management
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Salesforce Account Plans In 2025

ProlifIQ

Salesforce Account Plans – Using Your CRM To Drive Strategy Salesforce account plans are a powerful feature within the Salesforce ecosystem, designed to streamline and enhance strategic account planning for B2B sales and account management professionals.

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The Vital Importance of Account Planning

SalesPop

I recently discovered through research just how much of an impact real account planning can have on company success. 93 percent of all world-class sales organizations have long-term objectives with regard to their key accounts. In businesses as a whole, though, over 60 percent do not even engage in account planning.

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Account-Based Selling – What it is and Why it Matters 

Upland

Account-Based Selling Criteria – Is It Right for You? Account-based selling is not a small investment. It takes company-wide buy-in from the leadership level all the way down to the frontline sales managers and sales reps working the deals to make it work like clockwork. This is where account planning comes in.

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Account Planning Tools

ProlifIQ

Account Planning Tools For B2B Sales Teams Is your sales team building plans in slide decks, or spreadsheets, or storing key information about your stakeholders and accounts that isn’t easy to find? Do accounts churn when 1-2 main supporters move on? Do deals crumble when your champions leave?

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Get from Good to Great: Strategic Account Planning

Revegy

Your strategic account planning process is integral to optimizing revenue in your largest accounts. What is Strategic Account Planning? Before we dive into account planning best practices, let’s all get on the same page about account planning. Planning methodology.

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The Biggest Threat to Sales Teams in 2018 Isn't Losing Clients

Hubspot Sales

The average rep tenure sits at 18 months and the average time a rep spends as an SDR prior to an account executive promotion is between 13-18 months. It's not much of a leap to say reps are impatient for a promotion and jump ship before their managers get the chance to offer them one. What Can Sales Managers Do About Sales Retention?

Sales 111
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The Sliding Scale of Sales Transformation

Mike Kunkle

This includes an understanding of processes, political savvy, culture, collaboration, consensus building, and the ability to execute on all the above plans effectively. How to plan and organize effectively. Strategic Account Management. Territory Management. Account Planning. Sales Call Planning.