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

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

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 116

CRM Small Business Finance Software 116

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 Management 52

Account Management Account Planning CRM Stakeholders 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.

Key Account Management 52

Key Account Management Stakeholders Account Planning Account Management 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

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 Meetings 130

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

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

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

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

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 121

Account Planning Sales CRM Prioritization 121

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

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

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 132

Account Management Sales Account Planning CRM 132

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

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

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

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?

Account Planning 195

Account Planning Suppliers Decision-making Leadership 195

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

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

Arpedio

OCTOBER 30, 2023

On a recent episode of the “Thoughts on Selling” podcast, host Lee Levitt sat down with Ulrik Monberg, CEO of ARPEDIO, to delve deep into the realm of account-based selling. In this episode, Lee interviews Ulrik Monberg , Founder and CEO of ARPEDIO, to explore the keys to success in Account-Based Selling.

Co-Creation 52

Co-Creation Account Planning Artificial Intelligence Leadership 52

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

DemandFarm

AUGUST 31, 2023

Addressing Challenges in Account Planning and Governance Organizations frequently struggle with account planning and governance – a crucial process that requires strategic plans for customer account management. There is a need for a cohesive approach to account planning.

Key Account Management 52

Key Account Management Account Management Customer Success Management 52

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

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

ProlifIQ

JANUARY 31, 2023

We laid out a few more benefits below: Improved coverage of the account When you have sales leaders, technical experts, and others involved in the sale, you’re more likely to provide value to different members of the buying committee who have questions. You can see our step-by-step guide here.

Stakeholders 52

Stakeholders CRM Meetings Sales 52

ProlifIQ

FEBRUARY 14, 2023

Building plans for deals that are your average deal size or larger will help complement the investment in consistent evaluation of your team’s pipeline. When we think about an opportunity in CRM, most teams think of deals. A large part of that is documenting the buying path, leveraging your internal supporters, and more.

Management 52

Management Prioritization Stakeholders CRM 52

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

Arpedio

JANUARY 4, 2024

Prepare to unlock the intricacies of account mapping and embark on a path to unmatched sales proficiency. Understanding the Fundamentals of Account Mapping The concept of account mapping basics may seem daunting at first, but it is essential for strategic account planning and overall sales enablement.

Sales 52

Sales B2B Decision-making CRM 52

Arpedio

MARCH 26, 2024

Documenting Best Practices and Lessons Learned Case Studies: Document successful pre-sales engagements as case studies , highlighting key challenges, strategies, and outcomes to serve as learning resources for the pre-sales team. Utilizing Account-Based Selling Tools: Invest in account-based selling tools , such as ARPEDIO.

Value Proposition 52

Value Proposition Prioritization Sales Organization 52

ProlifIQ

NOVEMBER 15, 2022

It’s time to do some research, align with marketing, and build out that account in your CRM. This is the bare bones of a truly strategic account management process. Another way to look into your top accounts can be based on: Product usage. Expansion potential – document this in the account object ideally.

Account Management 52

Account Management Stakeholders CRM Key Account Management 52

ProlifIQ

FEBRUARY 23, 2023

Talk Track: “Typically, folks on the sales side or operations front want to understand how our native account planning solution will impact their sales process, Salesforce adoption, account penetration, and more. Should we invite Nancy to our next meeting to cover that?” I’m the executive sponsor of the initiative on our end.

Stakeholders 52

Stakeholders Account Planning Decision-making Facilitation 52

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