Remove Account Planning Remove CRM Remove Customer Success
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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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Relationship Management Guide – Going Beyond the CRM

Upland

As you will see, this goes well beyond the data collected in the CRM system, and often warrants additional, specialized technology, like relationship mapping tools , married to world-class sales methodologies and best practices, ideally integrated and 100% native to your CRM solution.

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

Brooks Group

Once the deal is won, the account manager continues to build a strategic relationship with the customerensuring theyre achieving the highest level of satisfaction and advising them on long-term growth strategies. Account managers keep customer service and customer success top of mind.

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Revenue Team – It Takes a Village to Close a Deal

Upland

This means that instead of different departments working in disparate silos, every function is part of a greater whole aimed at generating mutual success. This includes, primarily, people in marketing, sales, and customer success teams. Do You Need a Revenue Team? That depends.

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Sales Forecasting Guide – Prioritize to Boost Accuracy

Upland

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 Is Sales Forecasting Outdated? Some claim that sales forecasting is outdated.

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2024 State Of Account Planning: Survey Results

ProlifIQ

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.

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Account Management Through Pipeliner CRM—A Summary

SalesPop

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.