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

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.

Sales 131

Sales Account Planning CRM Prioritization 131

Account Manager Tips

SEPTEMBER 29, 2020

1) Sales Intelligence: LinkedIn Sales Navigator (2) Appointment scheduling: Arrangr (3) Sales automation & engagement: Salesmate.io (4) Database: Airtable (5) Note taking: Milanote (6) Task Management: Todoist (7) Document Management: Bit.ai Make it simple for your accounts to connect with you. (3) Table of Contents. (1)

Key Account Management 130

Key Account Management Account Management Management Onboarding 130

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

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

Hubspot Sales

SEPTEMBER 16, 2020

To others still, it means a key account plan. Many sellers engage in opportunity planning when they pose questions such as: What business problem are you trying to solve for the customer? Account Management. What plan of action will keep the relationship healthy and profitable? Sales Automation. Not exactly.

Account Management 133

Account Management Sales Account Planning CRM 133

Quip

OCTOBER 20, 2020

In the Winter ’21 Salesforce Release , we’ve focused on expanding the breadth of CRM functionality so that your teams can easily standardize best practices, automate repeatable processes, and ignite teamwork by bringing live Salesforce data into Quip documents and associating Quip documents with Salesforce records.

Account Planning 98

Account Planning Innovation CRM Management 98

DemandFarm

NOVEMBER 22, 2024

Responsiveness & Monitoring Proactive monitoring of relationship health Timely action on account issues or feedback Utilization of analytics to anticipate and address risks 7. Example of Segmentation : High-Touch Accounts : Personalized service, in-depth strategic planning, and frequent touchpoints with senior account managers.

Key Account Management 52

Key Account Management Account Management Management Stakeholders 52

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. Evaluate the level of integration between your CRM, analytics, and other operational tools.

Key Account Management 52

Key Account Management Account Management Decision-making Prioritization 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 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.

Account Planning 52

Account Planning Account Management Value Proposition Stakeholders 52

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

SalesPop

MAY 7, 2021

We’ve thoroughly covered many factors of account planning, such as setting goals and targets. But at the end of the day, account planning naturally evolves into creating a project, which falls into the realm of project management. These documents must be accessible for anyone looking into or involved in the project.

Account Management 98

Account Management Management Innovation Account Planning 98

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

NOVEMBER 27, 2023

At this phase, places as accessible as company websites and LinkedIn feeds are your friends, as well as data captured in your CRM. And as we’ll see in the coming chapter, mastering relationships is what will take your account planning to the next level. Who do they sell to? Why are they successful?

Suppliers 195

Suppliers Account Planning Decision-making Leadership 195

Upland

SEPTEMBER 29, 2023

They are not looking to be a number in a CRM – they are looking for the human touch. It means asking the right questions, and mapping those out in a visible document. The benefits include: Improved relationships: sellers will appreciate you, and you will instill yourself as a trusted advisor to their accounts.

Stakeholders 195

Stakeholders Sales Decision-making Internet 195

SBI Growth

FEBRUARY 20, 2013

They don’t have confidence in your forecast or the data in your CRM. Most sales organizations use documents with similar names. Opportunity Plans, Account Plans, etc. It has to be rock solid” You’re closing in on quarter end and your boss needs an updated manual pipeline forecast for the CEO. The process is broken.

Sales 113

Sales Account Planning Sales Leadership Leadership 113

SBI

JULY 1, 2020

Organizations that understand the true value of account planning, identify untapped revenue potential while delivering strategic customer value. To uncover hidden revenue in your key accounts, focus on these 5 strategies that great companies get right. Collaborate Beyond Sales.

Account Planning 72

Account Planning Decision-making Stakeholders Leadership 72

Mike Kunkle

MAY 11, 2022

This includes an understanding of processes, political savvy, culture, collaboration, consensus building, and the ability to execute on all the above plans effectively. How to plan and organize effectively. Strategic Account Management. Account Planning. Part of Strategic Account Management. Sales Process.

Co-Creation 130

Co-Creation Sales Sales Training Decision-making 130

Quip

SEPTEMBER 22, 2020

Antonio Lobo is Head of CRM Suite, DHL Customer Solutions and Innovation. Once people know how to comment , @mention others , and put Live Apps in their document using the @ key , it’s smooth sailing. You can get everyone on the same document and collaborate. At DHL we’ve learnt a lot since adopting Quip.

Communication 52

Communication Supply Chain Account Planning eCommerce 52

Quip

NOVEMBER 17, 2020

Salesforce is the #1 CRM for a reason – it helps your marketing, sales, commerce, service and IT teams work as one from anywhere — so you can keep your customers happy everywhere. But what about really complex processes like – account planning, close plans, and account transitions. Account transitions.

Stakeholders 52

Stakeholders Account Planning Decision-making Sales 52

ProlifIQ

JULY 31, 2024

Account managers or Customer Success teams might be closer to the day-to-day operations of customers, so lean on them to know which customers are happy, growing, and prime to sell into. Integrating CRM and Sales Tools The backbone of a successful cross-sell strategy is a robust CRM system coupled with c omplementary sales tools.

Account Planning 52

Account Planning Account Management CRM Stakeholders 52

ProlifIQ

JUNE 12, 2024

By engaging in thorough planning, organizations can increase their chances of achieving their objectives efficiently, effectively, and within the desired timeframe. Planning in Key Account Management Grab our template on account planning! Developing a comprehensive action plan is crucial for successful execution.

Key Account Management 52

Key Account Management Account Planning Stakeholders Account Management 52

DemandFarm

APRIL 1, 2025

This means that for key account managers and sales teams, this means an org chart tool for Salesforce is no longer a nice-to-have its essential. An organizational chart (org chart) integrated with your CRM helps visualize all the decision-makers, influencers, and gatekeepers in one place. Everything lives in your CRM account record.

Key Account Management 52

Key Account Management Account Management Stakeholders Account Planning 52

SBI

JANUARY 9, 2018

Most organizations will turn to quarterly and annual account planning to force this thought exercise. Armed with more and more data, graphs upon graphs, and documented in static, written documents and presentations, these methods simply do not equip sales teams with the information they need to win in today’s hyper-competitive markets.

B2B 55

B2B Artificial Intelligence Account Planning Sales 55

Account Manager Tips

JULY 9, 2020

Your clients: Read the CRM. Then create a simple one-page account plan to define your objectives, set your goals and identify the actions you'll take to achieve them. I have created account plans to secure revenue growth opportunities, reduce risk and improve client experience. Where do we want to go?

Account Management 130

Account Management Management Key Account Management Stakeholders 130

SBI

NOVEMBER 10, 2020

It has helped Genesys put customers at the center of their strategic plans, and now customers won’t even entertain conversations with competitors. Beyond the core selling process, marketing, post-sales, and product management can access account plans.

Account Planning 70

Account Planning Customer Experience Account Management Organization 70

ProlifIQ

FEBRUARY 13, 2023

Large accounts typically come with a large number of stakeholders the seller must engage, as well as technical obstacles and red tape to get past. Organized sellers usually follow what they call an account plan , something designed to align internal team members on tasks to be completed throughout the sales cycle.

Account Planning 52

Account Planning Onboarding Sales Customer Success 52

ProlifIQ

MAY 17, 2024

As relationships are formed at hospitals, health care facilities, and other entities, understanding “who is who”, and how decisions get made never made it back into their CRM. Segment Your Accounts Strategically Group your accounts into segments based on factors like industry, size, location, and specific needs.

Key Account Management 52

Key Account Management Account Management Management Procurement 52

ProlifIQ

MAY 17, 2024

As relationships are formed at hospitals, health care facilities, and other entities, understanding “who is who”, and how decisions get made never made it back into their CRM. Segment Your Accounts Strategically Group your accounts into segments based on factors like industry, size, location, and specific needs.

Key Account Management 52

Key Account Management Account Management Management Procurement 52

SBI

APRIL 16, 2018

TechTarget Priority Engine : Fully integrated with major CRM and Marketing Automation Platforms, Priority Engine is a SaaS-Based solution that provides direct, real-time access to ranked accounds AND named prospects actively researching purchases in specific technology categories. View the guide here. Who to Sell to & Why. How to Close.

Digital Transformation 11

Digital Transformation Onboarding Sales Digitalization 11

ProlifIQ

FEBRUARY 3, 2023

They shared how they’re structuring their teams, how their reps are being positioned to grow their largest accounts and the strategy they’re using to win more enterprise deals. Identifying The Right Accounts Account planning isn’t new, teams have done it for decades. Use CRM data to find the best accounts to grow.

Account Planning 52

Account Planning Stakeholders Decision-making Sales 52

Account Management Skills

AUGUST 24, 2021

In this episode, I talk to Alex Raymond from Kapta about everything to do with account management processes. Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships. Jenny 06:11.

Account Management 98

Account Management Management Account Planning Co-Creation 98

Janek Performance Group: Account Planning

MARCH 12, 2019

How Account Managers Should Prepare for an Annual Account Review In reality, an account manager’s preparation for an annual account review never ends. Customer and pipeline data is constantly input into the CRM and should be updated after each and every interaction.

Construction 52

Construction Sales CRM Sales Management 52

Arpedio

DECEMBER 19, 2023

I am ready The role of technology in enhancing collaboration Modern businesses rely on technology for efficiency and effectiveness, and customer success and account management are no exceptions. These insights can guide account managers and customer success teams in tailoring their strategies to meet the unique needs of each client.

Account Management 52

Account Management Communication Management Artificial Intelligence 52

Arpedio

DECEMBER 19, 2023

I am ready The role of technology in enhancing collaboration Modern businesses rely on technology for efficiency and effectiveness, and customer success and account management are no exceptions. These insights can guide account managers and customer success teams in tailoring their strategies to meet the unique needs of each client.

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

Arpedio

OCTOBER 17, 2023

Account management software tools Account Management Software ← Back to blog Account management software solutions have transformed the way businesses handle their account planning and client interactions. Regularly back up your account management software to prevent data loss in case of unexpected events.

Account Management 52

Account Management Software Software Management 52