ProlifIQ

FEBRUARY 15, 2022

That first message – “What hath God wrought!” – would open the door to a revolution in communication. It continues in today’s apps, like Slack, that push the envelope of real-time communication from anywhere on earth. There are a few reasons: You’re more responsive to internal and external changes with the account.

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Account Planning Key Account Management CRM Meetings 98

Strategic Account Management Association

JULY 13, 2021

Finding those individuals with the right mindset, passion and resiliency to drive change will be a catalyst for the strategic account organization’s success. Able to break internal silos by providing an aligned business process and communication. The curriculum is customer centric and serves all commercial-facing teams.

Account Management 591

Account Management Innovation Co-Creation Organization 591

Upland

AUGUST 9, 2023

Although account planning software and insight mapping technology can help your team uncover things hidden within an account, that information must be verified with the customer themselves. Are you communicating your findings with buyers and getting their take on your findings to confirm them?

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Account Planning Innovation Decision-making Healthcare 195

Strategic Account Management Association

OCTOBER 26, 2021

It is about having the ability to see a future that others do not see; creating and communicating a clear vision, mission and, most importantly, purpose; and having an optimistic, yet pragmatic, outlook that is solution oriented. Empathy can be used to listen as well as communicate. Agile leadership. Caring must be embedded in both.

Account Management 520

Account Management Co-Creation Leadership Procurement 520

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.

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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.

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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.

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Account Planning Stakeholders CRM Decision-making 52

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.

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Key Account Management Stakeholders Account Planning Account Management 52

Arpedio

APRIL 29, 2024

A sales account plan strategy is a vital tool for achieving sales growth and building strong client relationships. By implementing a well-defined account plan strategy, companies can ensure they are effectively targeting their key accounts and maximizing their sales potential.

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Account Planning Client Relationships Value Proposition Sales 52

ProlifIQ

APRIL 5, 2023

Account Planning Best Practices Sales account planning is a critical aspect of any business that seeks to manage its customers effectively and generate more revenue. An action plan that outlines the sales account planning process is crucial for any company that wants to succeed.

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Account Planning Value Proposition Account Management Key Account Management 52

Janek Performance Group: Account Planning

JULY 25, 2023

This makes effective account planning essential. With account planning, you identify and target potential sales opportunities within existing accounts. Here, 72 percent of respondents said that account planning increased their understanding of their clients’ business. Happy customers buy more.

Account Planning 52

Account Planning Prioritization Decision-making Organization 52

Brooks Group

JANUARY 9, 2025

Developing rapport: Identify a buyers behavior style and tailor your communication to match. Account management training should emphasize the following skills: Relationship building and maintenance: Cultivate strong, long-term connections with key stakeholders through consistent communication and value delivery.

Account Management 103

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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?

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Account Manager Tips

MAY 25, 2021

Key account managers also coordinate any internal resources needed to achieve their plans. Communication improves, friction reduces, and consistency increases across products, prices, processes and locations. Key account management needs the help of finance, legal, IT and others to reach their goals. Key Account Team.

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Key Account Management Account Management Management Suppliers 246

Janek Performance Group: Account Planning

OCTOBER 25, 2023

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. Plus, with account planning, 74 percent see increased win rates.

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Account Planning Decision-making Communication B2B 52

Revegy

NOVEMBER 8, 2018

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. Infrastructure.

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Account Planning Global Accounts Acquisition Account Development 56

Arpedio

JANUARY 3, 2024

In the world of business, Account Management and Account Planning are two essential concepts that play a critical role in driving client success and business growth. In this section, we will delve into the key differences between Account Management and Account Planning. What is Account Management?

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Account Planning Account Management Management Client Relationships 52

Arpedio

FEBRUARY 14, 2024

Welcome to our comprehensive guide on strategic account planning – a vital practice for businesses looking to achieve long-term success and foster strong customer relationships. In today’s competitive landscape, having a well-defined account plan is essential to effectively manage key accounts and drive growth.

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Account Planning Account Management Value Proposition Stakeholders 52

Arpedio

FEBRUARY 14, 2024

Welcome to our comprehensive guide on strategic account planning – a vital practice for businesses looking to achieve long-term success and foster strong customer relationships. In today’s competitive landscape, having a well-defined account plan is essential to effectively manage key accounts and drive growth.

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Account Planning Account Management Value Proposition Stakeholders 52

ProlifIQ

SEPTEMBER 6, 2022

The Myth of Account Planning. Most people relate account planning to something like a quarterly business review (QBR), where sellers and leaders will give an in-depth presentation on the state of their top accounts. Look back at your previous account plans; what actions were taken to successfully close this deal?

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Account Planning Stakeholders CRM Leadership 52

Upland

APRIL 20, 2023

Sellers can take these lessons and use them to land new, key accounts, but also grow revenue in all accounts. Through a combination of best practices, relationship mapping, and account planning, sellers and account managers can retain their status as trusted advisors, and keep the howling, lone wolves at bay.

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Account Management Management Account Planning Decision-making 195

Arpedio

JANUARY 5, 2024

Central to this quest is the art of strategic account planning , a methodical approach that marries sales strategy with customer relationship management to foster business growth. It is the blueprint to navigate the complexities of customer engagements and the secret weapon to unlock the true potential of your accounts.

Account Planning 52

Account Planning Value Proposition Account Management Sales 52

Upland

MARCH 29, 2023

This is part of the mindset shift required to become effective at relationship management and is also a key aspect of account planning. They must consistently create, measure, and communicate value to the customer. Enhancing communication : Relationship mapping can also improve communication within a customer organization.

CRM 195

CRM Management Stakeholders Decision-making 195

Account Manager Tips

JUNE 29, 2021

Improve communication. Create contact plans to keep in touch with key stakeholders in your company and your client's. Create a joint account plan well before the renewal date. Include a SWOT analysis in your account plan. If there's an issue, react to it with a plan to rectify the problem.

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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. Practice communicating ROI and long-term benefits to create cross-sell and upsell opportunities. Train on providing ongoing value between purchases.

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Emotional Intelligence Negotiation Sales Training Construction 76

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.

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Account Management Key Account Management Management Account Planning 40

Account Manager Tips

OCTOBER 11, 2021

Do this instead: Plan your week around your priorities. Has no plan Which clients need an account plan? Account plans are help you define your key account strategy. Commit to targets Plan activities Coordinate resources Manage risk Get results. Warwick Brown // Account Manager Tips.

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Account Management Key Account Management Management Suppliers 246

Cosawi

NOVEMBER 26, 2024

Account-Based Marketing (ABM) Customer-Led and Team-Enabled ABM is the R&D to the account team and the strategic account manager. It can support them with relevant insight (market and others ) that will be personalized to the account. It is deployed through an optichannel versus an omni-channel plan.

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Innovation Account Management Account Planning Decision-making 52

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?

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Account Management Management Sales Leadership Leadership 520

DemandFarm

JANUARY 12, 2025

Key Account Management (KAM) thrives on strong relationships, and there is no denying that. But it also demands precise account planning, strategic execution, data-driven decision-making, and seamless cross-functional collaboration. Process Efficiency Analyze whether workflows are standardized across departments.

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Key Account Management Account Management Decision-making Prioritization 52

Account Manager Tips

MARCH 23, 2021

It's exciting stuff with unlimited potential and the reason why you should look beyond volume to identify key accounts to create long-term business growth. READ: The Ultimate One Page Key Account Plan Template Crowdsourced key account definition There are a lot of opinions on how to identify key accounts.

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The Chapman Group

DECEMBER 8, 2020

As part of their responsibility of retaining a strategic account is the SAM’s coaching of any “Loyalty” type survey results. The SAM’s role in the loyalty survey process may include: Communicate the value of loyalty survey to account as part of the “strategic account relationship management process”. Compensation.

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Account Management Management Value Proposition Account Planning 133

Revegy

JANUARY 5, 2021

Strategic Account Management. Taking advantage of account planning to grow strategic accounts is crucial to sales success, performance, and growth, allowing you to invest sales resources in the most effective ways. A strategically developed plan should contain these elements: Standard account planning template (e.g.

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Account Management Global Accounts Management Account Planning 105

Arpedio

DECEMBER 19, 2023

Account managers are responsible for understanding the client’s needs, ensuring their satisfaction, and identifying opportunities for upselling or cross-selling. They act as the bridge between the client and the company, facilitating communication and problem-solving. Check out ARPEDIO’s Account Management solution here.

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Hubspot Sales

SEPTEMBER 16, 2020

To others still, it means a key account plan. Without a common understanding of the term " sales process ," sales managers can’t coach or communicate with their sellers as effectively. Account Management. What plan of action will keep the relationship healthy and profitable? What are the customer’s business needs?

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Account Management Sales Account Planning CRM 133

Hubspot Sales

JULY 22, 2020

This sales platform helps automate the most repetitive sales tasks while helping you communicate with prospects. Plan 2 Win provides “the right strategic account, sales territory and pre-call planning tools for B2B sales teams.” Demand Metric Key Account Planning. Pricing: $150/month. Pricing: $97/mo.

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Account Planning Sales CRM Prioritization 131

KAM With Passion

JUNE 20, 2021

For Key Account Managers, although this representation is somewhat oversimplified, it is essentially about mastering the design and implementation of a relevant and impactful Key Account Plan and overcoming the challenges of implementation. Basic – Module 1: KAM Strategy & Methodology, Module 2: Key Account Planning.

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