ProlifIQ

MARCH 7, 2025

Pre-sale Planning: A Smarter Approach Account plans are often seen as time-consuming, cumbersome, and less valuable than other activities sales and business development teams could be focusing on. Static Account Plans Standardize processes with templates tailored to customer segments.

Account Planning 52

Account Planning Telecommunications Sales Stakeholders 52

ProlifIQ

MAY 7, 2021

In sales, B2B account planning is kind of like plotting a heist, minus the stealing. The same principle applies: the bigger the prize, the more aggressive and daring your plan has to be. Here’s what the data say about B2B account planning and how sales teams can benefit from creating big plans for big companies.

Account Planning 98

Account Planning B2B Decision-making Stakeholders 98

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

Hubspot Sales

JULY 7, 2019

Are you a B2B account manager or sales executive who is serious about account-based sales or account-based marketing (ABM)? To win new business and grow key accounts, account managers and sales executives must become thoroughly invested in their customer’s challenges, goals, and competitive landscape.

Account Planning 142

Account Planning Co-Creation Account Management Negotiation 142

Strategic Account Management Association

AUGUST 18, 2022

Join us and hear how Richard Santucci and David Hughes leveraged their combined 50 years of experience in B2B sales and sales leadership to build and lead a very successful, global Strategic Account Management program from scratch, then wrote a great book about it. How do you take care of your most important customers?

Account Management 520

Account Management Management Sales Leadership Leadership 520

Upland

FEBRUARY 17, 2023

Buying groups have changed the world of B2B sales. Here’s how to just that when working with buying groups. What is a Buying Group in B2B Sales? Account Planning Lastly, account planning is a must for effectively navigating buying groups. In short, you must become a trusted advisor.

Decision-making 368

Decision-making Account Planning Stakeholders B2B 368

Upland

JANUARY 26, 2023

Today, the horizon of B2B selling looks different than it did even just a few years ago. As sellers head into a future that feels uncertain , they can at least rest in this certainty – the human seller is as important as ever in complex, B2B sales. Large B2B sales deals are not done one-on-one.

Account Planning 195

Account Planning B2B Decision-making Acquisition 195

Account Manager Tips

MARCH 23, 2021

Launch, implement and monitor account plans that speed up business results and client satisfaction. Effective key account management Successful key account management requires an eco-system of elements that align to deliver successful outcomes for you and your clients. Account plan process. Change Agent.

Key Account Management 246

Key Account Management Account Management Management Suppliers 246

Upland

MAY 18, 2023

Account planning and effective account management strategies are about much, much more than your key accounts. That said, any account manager worth their salt has a strategy for their key accounts. This is why so many attempts at effective account planning go wrong.

Key Account Management 195

Key Account Management Account Management Management Account Planning 195

ProlifIQ

MAY 7, 2021

In sales, B2B account planning is kind of like plotting a heist, minus the stealing. The same principle applies: the bigger the prize, the more aggressive and daring your plan has to be. Here’s what the data say about B2B account planning and how sales teams can benefit from creating big plans for big companies.

Account Planning 52

Account Planning B2B Decision-making Stakeholders 52

Upland

DECEMBER 6, 2021

This is especially true for sellers with a wide portfolio of complex enterprise customers and B2B opportunities to look after. This way, teams can collaborate more efficiently to refine account plans and win opportunities. This integration is also included for all Altify Account Manager and Opportunity Manager customers.

Account Planning 195

Account Planning Account Management Organization Customer Success 195

SBI Growth

DECEMBER 2, 2019

How do you leverage data to inform strategy and measure success? Our KPI Builder tool can help guide you through the process of establishing a set of KPIs for your organization that is built around clean data and automation. Through our.

Account Planning 102

Account Planning Sales Organization Meetings 102

Upland

APRIL 5, 2023

Those sellers are quickly seeing the rug pulled out from under their feet as buyers are looking for the human touch to help guide them through big B2B purchases. In short, if you are dealing with complex B2B sales where buying groups are often involved, then you need a revenue team. There are a few reasons for this. That depends.

Account Planning 195

Account Planning Customer Success B2B Decision-making 195

ProlifIQ

APRIL 3, 2023

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? One key account planning tool is multi-threading.

Account Planning 52

Account Planning Stakeholders CRM Decision-making 52

ProlifIQ

MAY 14, 2021

B2B selling isn’t fighting a war of liberation from a tyrannical king in a powdered wig, but it can feel like a battle – a battle between you and your competitors for your customer’s business. When your sales team is eyeing key accounts loaded with potential revenue, planning ahead is crucial.

Account Planning 64

Account Planning Innovation Stakeholders B2B 64

Upland

JUNE 14, 2023

And how can account planning help? In this article, we’ll dive deeper into each of these areas to uncover what chief revenue officers can do to address some of their most pressing issues, and how an effective account planning practice can help. There’s plenty of uncertainty in the economy right now.

Artificial Intelligence 195

Artificial Intelligence Digital Transformation Account Planning Remote Working 195

ProlifIQ

OCTOBER 30, 2024

Key features and functionalities of KAM technology typically include: Account Planning and Mapping By Location : KAM technology facilitates the creation of comprehensive account plans, enabling organizations to define clear objectives, strategies, and action plans for each key account.

Key Account Management 52

Key Account Management Stakeholders Account Planning Account Management 52

Upland

APRIL 20, 2023

How can effective account management help you defend and grow revenue? As you’ll see, lone wolf selling is quickly losing efficacy in a B2B business world that puts a premium on relationships. Sellers can take these lessons and use them to land new, key accounts, but also grow revenue in all accounts.

Account Management 195

Account Management Management Account Planning Decision-making 195

Upland

JULY 9, 2020

That same advice is just as timely today for B2B sales and marketing leaders facing significant headwinds with COVID-19 and a very conservative spending climate. To do so, you’ll need to: Develop account management and portfolio plans. It also requires the ability to visualize the whitespace in account to find areas to focus on.

Account Management 195

Account Management Management Account Planning Digitalization 195

ProlifIQ

JUNE 21, 2023

The ROI of Account Planning In the highly competitive landscape of B2B sales, sales leaders are constantly seeking strategies that can boost revenue and foster long-term customer relationships. One such strategy that has proven to deliver impressive returns is account planning. What is an Account Plan?

Account Planning 52

Account Planning Value Proposition Account Management Stakeholders 52

Arpedio

AUGUST 24, 2022

Account Planning: Manage Long-Term Account Development. Account Planning: Manage Long-Term Account Development. ? What Is Account Planning? Strategic Account Planning. What Should a Key Account Plan Include? How to Do Account Planning? Back to blog.

Account Planning 52

Account Planning Account Development Management Account Management 52

Janek Performance Group: Account Planning

OCTOBER 25, 2023

In B2B selling, we often focus on new accounts. This makes account planning essential. More than upselling and cross-selling, account planning is partnering with existing clients. Altify notes account planning has increased from 36 percent of companies in 2013 to 50 percent today.

Account Planning 52

Account Planning Decision-making Communication B2B 52

ProlifIQ

JANUARY 18, 2022

B2B selling isn’t fighting a war of liberation from a tyrannical king in a powdered wig, but it can feel like a battle – a battle between you and your competitors for your customer’s business. When your sales team is eyeing key accounts loaded with potential revenue, planning ahead is crucial. It’s a must-have.

Account Planning 52

Account Planning Innovation Stakeholders B2B 52

ProlifIQ

MAY 14, 2021

B2B selling isn’t fighting a war of liberation from a tyrannical king in a powdered wig, but it can feel like a battle – a battle between you and your competitors for your customer’s business. When your sales team is eyeing key accounts loaded with potential revenue, planning ahead is crucial.

Account Planning 52

Account Planning Innovation Stakeholders B2B 52

Upland

MARCH 29, 2023

At the same time, current trends point to the growing importance of effective relationship management in B2B buying journeys. This is part of the mindset shift required to become effective at relationship management and is also a key aspect of account planning.

CRM 195

CRM Management Stakeholders Decision-making 195

Upland

JULY 10, 2023

Altify Insights rewrites the rules on what best-in-class looks like in B2B sales solutions. Elevate team collaboration and build customer intimacy directly within Salesforce.

Decision-making 195

Decision-making B2B Account Planning Software 195

Arpedio

OCTOBER 11, 2021

Define the role of your KAMs or SAMs as leaders in your business SAMA offers a vital community to accelerate KAM programs It’s Strategic Account PlannING, not Account Plan Digital has permanently transformed the KAM role. The mindset shift from account plans to account planning is essential.

Key Account Management 98

Key Account Management Account Management Co-Creation Management 98

Upland

FEBRUARY 3, 2023

Typically, there can be up to 10 individuals involved in a B2B sale. Called “buying groups”, the reality of these multiple person buying committees points to the growing complexity of B2B selling motions. Long-term: B2B sales is all about becoming a long-term, strategic partner to your customers.

Account Strategy 195

Account Strategy Stakeholders B2B Decision-making 195

DemandFarm

MARCH 31, 2025

With AI, KAMs move from reactive to proactive account management, ensuring they engage the right stakeholders at the right time and maximize customer lifetime value. Prolifiq Prolifiq is a Salesforce-native suite of account management apps designed to support content-driven sales engagement and basic account planning.

Account Management 40

Account Management Key Account Management Management Account Planning 40

Upland

JULY 12, 2023

It moved us from talking about qualification to talking about account planning more broadly. Rigorous qualification is a foundational pillar of account planning because it’s the only way to focus your attention on building real, mutually beneficial relationships. It moved us in the right direction,” says Sarah.

Decision-making 195

Decision-making Sales Account Planning Healthcare 195

Account Manager Tips

MARCH 23, 2021

Why large accounts are not key accounts Key accounts are your most valuable customers, and organisations frequently rely on volume to identify them. For many B2B companies, their largest customers represent 30 to 50% of total revenue and margin. Click to Tweet. So I get it: losing them would be a significant blow.

Co-Creation 227

Co-Creation Key Account Management Account Management Suppliers 227

Account Manager Tips

JUNE 29, 2021

Many B2B buyers prefer to issue RFPs to Re-evaluate scope, specifications and requirements. Be transparent and accountable for purchasing decisions. Create a joint account plan well before the renewal date. Include a SWOT analysis in your account plan. You need a capture plan. Learn about new vendors.

Suppliers 246

Suppliers Shareholders Stakeholders Decision-making 246

DemandFarm

MARCH 31, 2025

Managing B2B deals means dealing with buying committees theres rarely a single decision-maker. With an org chart tool, you can map out everyone involved and plan engagement accordingly. Its a must-have for strategic sales and account planning. Enterprise teams managing complex B2B sales with multiple stakeholders.

CRM 40

CRM Stakeholders Account Planning Decision-making 40

Brooks Group

OCTOBER 14, 2024

Strategic Account Planning Teach methods for analyzing and growing key accounts. Develop skills for creating long-term account management strategies. Teach negotiation skills to navigate complex decision-making processes in B2B contexts. Here are nine selling skills to enhance customer retention and loyalty: 1.

Emotional Intelligence 70

Emotional Intelligence Negotiation Sales Training Construction 70

SBI

JANUARY 9, 2018

Entertain this quick thought exercise: If a sales rep picks one of their customer accounts – it doesn’t matter if it’s one of the largest or smallest – what percentage of the total possible spend related to the goods and services your company provides have they captured? Could they capture more? If so, where and how?

B2B 55

B2B Artificial Intelligence Account Planning Sales 55

ProlifIQ

MAY 1, 2023

Cross Selling Strategies Two strategies to drive revenue in the world of B2B sales and operations are cross selling and upselling. There are a few different types of cross-selling strategies that can be used by B2B sales and operations professionals. Having a ccount plans for your strategic customers will give you a leg up.

B2B 52

B2B Account Planning Stakeholders Advertising 52

Hubspot Sales

JULY 22, 2020

Plan 2 Win provides “the right strategic account, sales territory and pre-call planning tools for B2B sales teams.” Plan 2 Win’s Account Plan Pro, Pre Call Plan, and Territory Plan Pro make it possible to plan strategic account sales and sales territories that result in closing deals with high-value customers.

Account Planning 131

Account Planning Sales CRM Prioritization 131