ProlifIQ

FEBRUARY 15, 2022

By pulling in Slack’s ability to enable teams with real-time data transfer (that goes beyond just chatting to each other from living room couches, Starbucks lobbies, or corner offices) you give Salesforce an incredibly powerful account planning capability that speeds up cycles and boosts win rates for any sales org. Here’s how.

Account Planning 98

Account Planning Key Account Management CRM Communication 98

Hubspot Sales

SEPTEMBER 28, 2020

Your CRM should be a one-stop-shop for all the information you need to manage your business. However, for many entrepreneurs and sales reps, using their CRM is less than enjoyable. The answer to these questions is yes if your CRM and accounting software are working in tandem with one another. Quickbooks Online.

CRM 135

CRM Small Business Finance Software 135

Revegy

JANUARY 18, 2021

How Does CRM Tackle the Relationship and What’s Missing? CRM has been around for 30 years – it started as a combination of 3 different types of technology – marketing automation, sales force automation, and customer support. However, CRM is not tackling the relationship piece as it should.

CRM 120

CRM Procurement Stakeholders Facilitation 120

ProlifIQ

NOVEMBER 7, 2024

Salesforce Account Plans – Using Your CRM To Drive Strategy Salesforce account plans are a powerful feature within the Salesforce ecosystem, designed to streamline and enhance strategic account planning for B2B sales and account management professionals.

Account Planning 52

Account Planning Account Management Decision-making CRM 52

ProlifIQ

APRIL 8, 2021

Create a systematic plan to go after major accounts without dragging out sales cycles and inaccurately forecasting your quarterly pipeline. . Here, we’ll talk about how an account planning strategy can help you shorten your selling cycle and close major deals even faster than before. How do you do this?

Account Planning 91

Account Planning Key Account Management Decision-making Account Management 91

Account Manager Tips

MAY 14, 2021

Review your key account plans quarterly: what went well, what didn't go so well and why. If you don't do account plans, start. Key account management tips for success 1. Working to a deadline ensures you deliver on your commitments, advances your accounts plans and earns you trust and credibility with your clients.

Key Account Management 218

Key Account Management Account Management Management Account Planning 218

ProlifIQ

FEBRUARY 23, 2024

The State of Account Planning in 2024 2023 was a challenging year for go-to-market teams. With economic uncertainty, slowing growth, and more scrutiny on every purchase, many teams struggled to close deals and retain accounts. Win rates and customer retention are top metrics, but CRM adoption ranked high with SMBs.

Account Planning 52

Account Planning CRM Energy and Utilities Account Management 52

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

Upland

MARCH 19, 2021

Increased account penetration boosts revenue. Even as account planning, cross-selling and upselling are buzzwords in professional services and other B2B industries, there is often not a great handle on how much opportunity exists in current accounts, or how the company is performing on delivering against that upside.

Account Planning 195

Account Planning B2B Sales Sales Environment 195

Upland

MARCH 13, 2023

Effective CRM systems, automation, and even things like account planning technologies have made sales forecasting more or less a daily activity, one that updates with the activity of your sales people. It is no longer about guesswork. Is Sales Forecasting Outdated? Some claim that sales forecasting is outdated.

Prioritization 195

Prioritization Account Planning Sales Decision-making 195

SalesPop

MAY 21, 2021

Through the articles in this series, we’ve now covered all aspects of account management, and its related features within Pipeliner CRM. Let’s now take an overview of the subject and pull all the pieces together, and see how Pipeliner powerfully supports account management. Account View. Front End User Interface.

Account Management 98

Account Management CRM Management Account Planning 98

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.

Account Planning 52

Account Planning Value Proposition Account Management Key Account Management 52

Upland

JUNE 1, 2023

Leveraging account planning can be the best way to unlock the full effect of your land and expand strategy. The importance of a land and expand strategy: win, retain, grow Land and expand ties into core principles of account planning, account-based selling, and effective account management.

Account Planning 195

Account Planning Sales Customer Knowledge Account Management 195

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

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?

Account Planning 52

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.

Account Management 195

Account Management Management Account Planning Decision-making 195

SalesGlobe

FEBRUARY 11, 2021

When I hear the words “strategic account planning” in a meeting, I usually notice a range of involuntary visceral reactions, from understated moans to eye-rolls and furrowed brows. Nobody thinks of account planning as aspirational. Aspirational account planning revolves around how you think about and with the customer.

Account Planning 52

Account Planning Supply Chain Value Proposition Account Management 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.

Account Planning 52

Account Planning Account Management Value Proposition Decision-making 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.

Account Planning 52

Account Planning Account Management Value Proposition Decision-making 52

Upland

APRIL 5, 2023

They are not looking to be a number in a CRM – they are looking for the human touch. Therefore, regular collaboration on account plans between sellers, leaders, marketing professionals and customer success team members is vital to tackling accounts as one cohesive revenue team.

Account Planning 195

Account Planning Customer Success B2B Decision-making 195

ProlifIQ

JUNE 29, 2020

Financial services and account planning go together like peanut butter and jelly, like bacon and eggs, or like a burger and fries. Here are 8 reasons financial services companies need account planning. . As such, cross-selling should be done with every customer and can be with the help of account planning.

Financial Services 52

Financial Services Account Planning Key Account Management Account Management 52

ProlifIQ

JUNE 29, 2020

Financial services and account planning go together like peanut butter and jelly, like bacon and eggs, or like a burger and fries. Here are 8 reasons financial services companies need account planning. . As such, cross-selling should be done with every customer and can be with the help of account planning.

Financial Services 52

Financial Services Account Planning Key Account Management Account Management 52

Hubspot Sales

JULY 22, 2020

I’ve compiled a list of 18 sales planning tools, listed here in no particular order, which can help you organize your sales process and plan calls and more with greater efficiency. It also integrates with the HubSpot CRM. You can also monitor call performance and integrate with your CRM. HubSpot Sales Platform.

Account Planning 131

Account Planning Sales CRM Prioritization 131

Upland

AUGUST 18, 2023

” During the session, join the product team and an expert panel to learn how partners supercharge growth and help you innovate faster across your AI, data, and CRM. This session will run twice, on September 12 th at 1:30pm, and then once again on September 13 th at 1:00pm. Don’t miss out!

Artificial Intelligence 195

Artificial Intelligence Account Planning Innovation Digital Transformation 195

ProlifIQ

APRIL 8, 2021

Create a systematic plan to go after major accounts without dragging out sales cycles and inaccurately forecasting your quarterly pipeline. . Here, we’ll talk about how an account planning strategy can help you shorten your selling cycle and close major deals even faster than before. How do you do this?

Account Planning 52

Account Planning Key Account Management Decision-making Account Management 52

KAM With Passion

FEBRUARY 8, 2021

A strong KAM initiative is always built on the following 3 Pillars: KAM infrastructure , Key Account Teams and Key Account Plans. Implementing true KAM requires having performing Key Account Teams in addition to the central team chartered to manage the KAM Programme. KEY ACCOUNT PLANS. KAM INFRASTRUCTURE.

Key Account Management 130

Key Account Management Account Management Management Account Planning 130

Hubspot Sales

SEPTEMBER 16, 2020

To others still, it means a key account plan. The account management process maximizes the long-term value of select customer relationships by continually aligning your company’s capabilities with the needs of your customer. What plan of action will keep the relationship healthy and profitable? Sales Automation.

Account Management 133

Account Management Sales Account Planning CRM 133

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. Update the CRM.

Account Management 246

Account Management Key Account Management Management Suppliers 246

Revegy

JANUARY 5, 2021

You cannot take the one-size-fits-all, CRM approach to managing global accounts – GRM technology must be specifically designed to manage the scale and complexity of globally dispersed accounts. Strategic Account Management. Participation by the full account team, functional support areas (e.g.

Account Management 106

Account Management Global Accounts Management Account Planning 106

Account Manager Tips

JULY 28, 2020

Chapters 00:00 Introduction 01:21 Why changing mindset towards account management was the biggest obstacle. 03:53 Why you need to keep account plans simple. 09:03 Account plans are the evidence of the value you create for your clients. 09:49 Should you share account plans with clients?

Account Management 130

Account Management Management Account Planning Organization 130

Upland

JULY 10, 2023

Altify Insights enables sellers to overcome the very real challenge caused by expanding buying groups.

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

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

FEBRUARY 20, 2024

Navigating Account-Based Selling: CRM, AI and Customer Understanding Explore the ARPEDIO platform ← Back to blog When it comes to B2B sales, companies often find themselves wrestling with a myriad of challenges, from a lack of prospecting skills to navigating lengthy sales cycles. AI is about trust.

CRM 52

CRM Artificial Intelligence B2B Account Management 52

SalesPop

JULY 9, 2021

Account management also needs to be embedded in CRM—and we have now greatly expanded Pipeliner’s account management capabilities. We are the first CRM vendor worldwide to include account management in the core system. In this ebook we’ll go into considerable detail about account management.

Account Management 52

Account Management CRM Management Key Account Management 52

Upland

FEBRUARY 3, 2023

Relationship mapping as an activity is an essential aspect of the account plan and works well with an account-based selling approach to sales. Most importantly, they source information from supporters who can offer information they won’t find in their CRM. To glean this information, sellers must ask the right questions.

Account Strategy 195

Account Strategy Stakeholders B2B Decision-making 195

SalesPop

JUNE 3, 2021

We only want to develop efficient salespeople—and through our CRM, we cover the whole spectrum of sales roles like no other vendor in the world. We know that it is far more expensive to sell to a new customer than an existing one, making it very interesting that CRM companies rarely empower sales to existing accounts.

Account Planning 98

Account Planning CRM Account Management Digitalization 98