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Break & Glue: The art of capturing complex mega-strategic accounts in CRM to get the most from account planning tools 

Strategic Account Management Association

A while ago, I came across a discussion about the optimal way to capture strategic customers in a customer relationship management (CRM) tool in a way that enables effective, efficient account planning using account planning applications or tools. A Generic Complex Mega-Strategic Account.

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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. But how, exactly, we do that—how we build account planning motions that drive real wins—rests on the twin pillars of people and problems.

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How Aramex’s Young SAM Program Provides Strategic Value and Impact

Strategic Account Management Association

These efforts were flanked by partnering with a solution provider for the establishment of account-based marketing principles with a focus on strategic key accounts, as well as technology partners for the implementation of a state-of-the-art CRM system. Embarking on a Three-Tiered Change Initiative. Tier 2: Applied Processes.

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Top 5 Org Chart Tools for HubSpot CRM in 2025

DemandFarm

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. It integrates seamlessly with HubSpot, enabling users to auto-generate stakeholder maps using CRM data. Its in-CRM interface ensures high adoption and fast setup.

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AI-Powered Tools are Transforming the Way Account Managers Work in 2025

DemandFarm

In the past, account managers spent significant time on manual tasks like logging customer interactions, scheduling meetings, updating CRM records, and manually tracking stakeholder engagement. Providing AI-driven insights into account health, whitespace opportunities, and stakeholder influence, enabling proactive decision-making.

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Sales vs. Account Management: What Every Sales Leader Needs to Know

Brooks Group

Enable Success Through Tools and Resources Account management and sales require a customer relationship management (CRM) platform, success planning tools, and customer health monitoring. For new sales, incentivize new logo acquisition and deal closure.

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2024 Review, 2025 Preview: Key Milestones, Misses, and the Journey Ahead

DemandFarm

When you thought you had mapped the relationships within a key account, another regional division probably popped up, demanding attention and alignment. Decision-makers switched roles faster than you could update your CRM. Champions turned into detractors (and vice versa). Talk about hitting a moving target!