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People & Problems: The core of strategic account planning

Strategic Account Management Association

And second, while no one is immune to these challenges, the strategic account planning approaches that drive success today aren’t unique to any particular industry or business size. It’s how faithfully (and effectively) we execute on these principles that makes the difference. Account planning: A verb, not a noun.

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Ten insights on the future of SAM

Strategic Account Management Association

Only by making astute observations will you uncover potential new sources of value. Make sure your internal stakeholders understand the value your program brings to customers and, through them, to the firm. The profile of strategic account teams will shift dramatically. Centers of Excellence (CoE). Agility is the new stability.

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Account Planning: A Definitive Guide – 2023

Upland

Account planning has never been so necessary – or so challenging – to get right. When used effectively, account planning benefits businesses by delivering more revenue, happier customers, and more effective sales teams. . But what exactly is account planning, and why is it so important in 2023? .

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How to Boost Sales Productivity with Account Planning

Upland

Let’s face it, B2B sales can’t happen without good leads. Sales productivity becomes even more difficult for complex B2B accounts with large buying groups and multiple divisions involved in the decision-making process. Next, we’ll outline key account planning strategies and how they improve sales productivity.

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Buying Groups – How to Navigate Complex Buyer Structures

Upland

Buying groups have changed the world of B2B sales. Buying groups come with the challenges sellers are already accustomed to, with the added difficulty of handling competing priorities, varying levels of support, more frequent turnover, and beyond. What is a Buying Group in B2B Sales? But what happens when they leave?

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What the Data Says About B2B Account Planning

ProlifIQ

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.

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Account Planning Template

ProlifIQ

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?