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

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

Identify and connect with decision-makers, budget holders and manage complex relationship networks. Clients feel secure in the relationship, and information sharing and transparency increase to help everyone make better decisions. Launch, implement and monitor account plans that speed up business results and client satisfaction.

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. Your key accounts are your most desired customers.

Key Account Management 195

Key Account Management Account Management Management Account Planning 195

ProlifIQ

OCTOBER 30, 2024

KAM Technology & Use Cases in 2025 KAM technology plays a crucial role in supporting these best practices by providing powerful tools and features that streamline and enhance key account management processes. An end-to-end technology solutions: Covering pre and post-sale engagements makes kam technology different.

Key Account Management 52

Key Account Management Stakeholders Account Planning Account Management 52

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

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

MARCH 29, 2023

At the same time, current trends point to the growing importance of effective relationship management in B2B buying journeys. It means building out a robust understanding of roles in the decision-making process, how (and to what extent) they exert influence and what priorities are top-of-their-mind.

CRM 195

CRM Management Stakeholders Decision-making 195

Upland

JULY 12, 2023

And it’s all about deal qualification MEDDIC – a deal qualification framework Many think that MEDDIC is a sales process , but it’s really a deal qualification framework with multiple processes for decision criteria, decision process, etc. It moved us from talking about qualification to talking about account planning more broadly.

Decision-making 195

Decision-making Sales Account Planning Healthcare 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

Account Manager Tips

JUNE 29, 2021

Build relationships with decision-makers and expand your network. Your job as a key account manager is to deliver the kind of value that convinces your clients to stay in the loop. Do you make the first move and present a compelling proposal that positions you as the partner of choice? Define price strategy. Benchmark pricing.

Suppliers 246

Suppliers Shareholders Stakeholders Decision-making 246

Upland

JULY 10, 2023

Altify Insights rewrites the rules on what best-in-class looks like in B2B sales solutions. And it certainly doesn’t help you understand the key challenges your contacts within accounts face, or their motivations. It’s common for sellers to be staring down as many as 10 decision-makers within a buying group in each enterprise deal.

Decision-making 195

Decision-making B2B Account Planning Software 195

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. Will they shun it?

Artificial Intelligence 195

Artificial Intelligence Digital Transformation Account Planning Remote Working 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

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

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. This is rarely the case.

Account Strategy 195

Account Strategy Stakeholders B2B Decision-making 195

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

Upland

SEPTEMBER 29, 2023

Stakeholder mapping in sales is the process of mapping out key decision makers within the buying group of the account you are looking to do business with. Stakeholder Mapping is Important Because of Buying Groups Selling must be complicated because modern B2B sales are complicated. What are their motivations?

Stakeholders 195

Stakeholders Sales Decision-making Internet 195

DemandFarm

MARCH 31, 2025

Key Account Managers (KAMs) handle long-term, high-value customer relationships where understanding stakeholder dynamics, expansion opportunities, and risks is crucial. However, much of their time is consumed by manual data entry, fragmented communication, and reactive decision-making, limiting their ability to focus on strategic growth.

Account Management 40

Account Management Key Account Management Management Account Planning 40

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

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. This visibility is pure gold.

CRM 40

CRM Stakeholders Account Planning Decision-making 40

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

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. Practice turning objections into opportunities.

Emotional Intelligence 70

Emotional Intelligence Negotiation Sales Training Construction 70

Hubspot Sales

JULY 22, 2020

But, sales professionals cannot rely on cold calls and haphazard prospect visits if they want to meet their sales goals and make it into the top 10%. In reality, sales professionals and managers need to have access to the best available sales planning tools to help them boost sales productivity and close more and bigger deals.

Account Planning 131

Account Planning Sales CRM Prioritization 131

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

DemandFarm

MARCH 31, 2025

Where are the unstructured insightsthe informal conversations, strategic signals, and competitive shifts that influence decision-making? Who are the true economic decision-makers driving strategic purchasing decisions? All decision-makers reside within the same CRM instance. The reality is far more complex.

Key Account Management 52

Key Account Management Account Management Management CRM 52

DemandFarm

DECEMBER 27, 2024

DemandFarm DemandFarm is purpose-built for key account managers, particularly for those who manage complex account-based sales processes. Tailored specifically for Key Account Managers (KAMs), it addresses inefficiencies in traditional methods of account planning by offering a comprehensive toolkit for strategic account management.

Key Account Management 52

Key Account Management Stakeholders Sales Account Planning 52

Account Manager Tips

NOVEMBER 22, 2022

As a supplier, if you want to sell to procurement, you really need to understand things like the buying process, supplier management, supply chains, decision making and more. One Page Key Account Plan Guide & Template. Say goodbye to complicated account plans that don't work.

Procurement 130

Procurement Suppliers Supply Chain Key Account Management 130

SBI

JANUARY 9, 2018

This is especially true for sales people who manage a large book of business and large product portfolios: the larger their account or product list, the larger the data sets to review and report on, and the less time they have to focus on growing and retaining every customer account. Could they capture more? If so, where and how?

B2B 55

B2B Artificial Intelligence Account Planning Sales 55

Arpedio

FEBRUARY 15, 2024

The session covers everything you need to know about empowering sales leaders, applying Account-Based Selling (ABS) technologies and AI in Salesforce ecosystems, and the crucial interplay between technology, trust, and the future of B2B interactions. Account Management Build powerful account plans in Salesforce.

B2B 52

B2B Account Planning Facilitation Sales 52

SalesGlobe

OCTOBER 10, 2023

In this article, I will touch on reasons why B2B sales teams can benefit from AI and some of the challenges teams may encounter. How AI Can Benefit the Sales Team B2B sales are often complex, with many stakeholders, intricate decision processes, and high-stakes negotiations. Below are a few of these challenges.

B2B 52

B2B Artificial Intelligence Sales Decision-making 52

Revegy

JULY 17, 2018

Are your account plans helping your teams meet their quotas or are they missing the mark? Without comprehensive, well thought out account plans, companies are missing out on major revenue opportunities and risk losing some of their largest clients. 1) Figure Out Who Matters with Relationship Maps.

Account Planning 40

Account Planning Suppliers Profitability Decision-making 40

Arpedio

MARCH 18, 2024

In the competitive world of B2B sales, leveraging precise and sophisticated sales strategies is not just an option but a necessity for success. Among these strategies, account mapping has emerged as a cornerstone methodology that fosters sales process optimization and drives sustainable growth.

B2B 52

B2B Sales Stakeholders Decision-making 52

Xant

JUNE 16, 2021

Operations makes an organization’s actions intentional—meaning there is data, strategy, and process backing everything up. 86% of buyers are willing to pay more for a great customer experience and 93% of consumers say that online reviews influence their decision to buy or not buy. The Value of Rev Ops.

CRM 105

CRM Sales Prioritization Decision-making 105

SBI

JULY 1, 2020

5 Ways to Uncover Strategic Account Revenue. Revenue growth in B2B enterprise accounts has always been challenging. The Revegy Customer Optimization Wheel outlines the common practices we have identified that make leading companies successful at securing bigger deals over shorter sales cycles with more predictability.

Account Planning 72

Account Planning Decision-making Stakeholders Leadership 72