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

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

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. A bad account manager is all talk, no action.

Account Management 246

Account Management Key Account Management Management Suppliers 246

Upland

AUGUST 18, 2023

Enjoy and unwind with other leaders over cocktails, hors d’oeuvres, and great conversations. That can be done via the following link. For a deeper look at Altify, one-on-one meetings are your best bet Speaking of the iconic Salesforce Tower, ever wanted to have a business meeting there? Well, now you can! Don’t miss out!

Artificial Intelligence 195

Artificial Intelligence Account Planning Innovation Digital Transformation 195

Hubspot Sales

JULY 22, 2020

But, sales professionals cannot rely on cold calls and haphazard prospect visits if they want to meet their sales goals and make it into the top 10%. In reality, sales professionals and managers need to have access to the best available sales planning tools to help them boost sales productivity and close more and bigger deals.

Account Planning 131

Account Planning Sales CRM Prioritization 131

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

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

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

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

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. The thinking is what makes account planning aspirational and motivational.

Account Planning 52

Account Planning Supply Chain Value Proposition Account Management 52

Account Manager Tips

SEPTEMBER 29, 2020

What it does Arrangr is the fastest, easiest way to set up a meeting. And if you've ever tried to organise a group meeting, you'll be delighted with the ability to send a poll to participants to vote on their preferred time and place. Why you need it Key account managers attend a lot of meetings. Pricing: From $24.

Key Account Management 130

Key Account Management Account Management Management Onboarding 130

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

Hubspot Sales

MARCH 18, 2019

These accounts make up the majority of the business' income. To turn buyers into business partners, a key account manager (KAM) typically provides dedicated resources, unique offers, and periodic meetings. As professional services firm BTS points out , key account programs often lead to increased costs and lower margins.

Key Account Management 143

Key Account Management Account Management Management Account Strategy 143

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

SBI Growth

FEBRUARY 5, 2014

Most companies have regular meetings to review detailed analytics on how the advertising program is working. I don’t find the equivalent reviews and analytical checkups on the sales comp plan. Here’s the two step process to that Managers and Reps follow in the first month: Step One : Complete a Territory Account Plan.

Advertising 115

Advertising Sales Account Planning Decision-making 115

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. Task management is already a highly developed part of Pipeliner CRM.

Account Management 98

Account Management Management Innovation Account Planning 98

Hubspot Sales

MAY 29, 2019

A group scheduling tool needs to meet a ton of requirements to be considered "good." Customer relationship management software (CRM). Most group scheduling apps are able to find common times to meet, but some have additional features such as being optimized for mobile functionalities, privacy, speed, and transparency.

Meetings 144

Meetings Artificial Intelligence Facilitation CRM 144

Account Manager Tips

NOVEMBER 16, 2022

Use meeting scheduling apps 7. Create recurring milestone meetings 11. For example, my CRM ( Salesmate ) has sequences and email templates that allow me to setup set up a personalized conversational flow. Share your online meeting scheduling link with your clients and encourage them to use it anytime they'd like to talk to you.

Key Account Management 130

Key Account Management Account Management Procurement Communication 130

Upland

NOVEMBER 27, 2023

An initiative is a project your customer is undertaking (or planning to undertake) in order to overcome their pressures and meet their goals. At this phase, places as accessible as company websites and LinkedIn feeds are your friends, as well as data captured in your CRM. Do your research: Research is the name of the game.

Account Planning 195

Account Planning Suppliers Decision-making Leadership 195

ProlifIQ

APRIL 12, 2024

Upsell & Cross-Sell From Your CRM Implementing effective cross-selling and upselling strategies can provide tremendous benefits for growing your business revenue and building customer loyalty. Products Purchased: Your CRM system should indicate which specific products, SKUs, or service lines were purchased in the deal.

CRM 52

CRM Prioritization Profitability Business Growth 52

Hubspot Sales

AUGUST 25, 2018

Provide consistent feedback and meet with them regularly in one-on-one meetings to see how they're doing -- beyond their quota. of top performers spending four or more hours on sales related activities such as asking for referrals, prospecting, taking sales meetings, and following up. Give them a reason to stay.

Sales 111

Sales Acquisition Account Planning Sales Management 111

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

Unfortunately, sellers rarely meet the right people. Just 14% of businesses feel sellers connect with the right people in the account. They are not looking to be a number in a CRM – they are looking for the human touch. Business has evolved.

Stakeholders 195

Stakeholders Sales Decision-making Internet 195

ProlifIQ

FEBRUARY 8, 2023

Where are you as a company not meeting business requirements for your customers? This is essentially the industry standard way a sales team and customer success managers think about account management. For example, the CRM can show the results of previous account plans and identify areas where improvements can be made.

Account Planning 52

Account Planning CRM Customer Success Decision-making 52

Insightly

FEBRUARY 18, 2022

CRM and customer data. For instance, marketing and customer service can get better insight into the sales process when they see phone call frequency/notes, email chains, or in-person interactions (events or quick meetings) that the sales team conducts. Get a 360 degree Unified Customer View in a Unified CRM. Behavioral data.

CRM 98

CRM Decision-making Client Onboarding Customer Experience 98

SBI Growth

FEBRUARY 20, 2013

They don’t have confidence in your forecast or the data in your CRM. Opportunity Plans, Account Plans, etc. This is where the rubber meets the road. Put together a plan to implement, monitor and reinforce the tools use in place. The process is broken. We see this happening to sales operations leaders often.

Sales 113

Sales Account Planning Sales Leadership Leadership 113

Openview

MAY 11, 2018

In today’s rapidly changing world of SaaS, artificial intelligence , big data and CRM, a firm handshake and killer smile only go so far. They follow a structured and rigorous process that mitigates subjectivity by creating a set of mandatory hiring criteria all candidates are required to meet to be considered for the position.

Artificial Intelligence 90

Artificial Intelligence Onboarding Sales Profitability 90

Account Manager Tips

JULY 9, 2020

Some hiring managers move fast and you may not have the time to do your plan justice if you haven't at least got a draft completed. On your first day, invite your boss to a recurring meeting to discuss your 90 day plan. Here's the job description for a Senior Key Account Manager at Amazon , advertised in July 2020.

Account Management 130

Account Management Management Key Account Management Stakeholders 130

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.

Co-Creation 130

Co-Creation Sales Sales Training Decision-making 130

ProlifIQ

APRIL 21, 2023

Account Planning Growth Strategy For businesses looking to grow their revenue and achieve their goals, an effective account growth strategy is essential. This strategy involves developing a comprehensive plan to manage and grow the customer accounts that are critical to the business’s success.

Account Growth 52

Account Growth Account Planning Key Account Management Account Management 52

ProlifIQ

JULY 31, 2024

Work through your internal champions to meet additional stakeholders. Elevate Your Cross-Selling Strategy: Craft and Implement a Dynamic Cross-Sell Template An effective cross-sell strategy not only meets customer needs but also propels your business forward by enabling reps and account managers to know which accounts are most likely to buy.

Account Planning 52

Account Planning Account Management CRM Stakeholders 52

Revegy

MAY 14, 2018

According to a CSO Insights study, companies that engage in effective ongoing key account planning have win rates nearly double that of companies without a formal process. What would a 9 to 11-point increase to your key account growth mean for your organization? Are their strategy meetings more like clarification sessions?

Co-Creation 53

Co-Creation Key Account Management Account Management Account Planning 53

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

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

AUGUST 2, 2024

A Quarterly Business Review is a meeting held every three months (can be more monthly) where teams come together to discuss your client’s business and your performance as a service provider. Bonus points if it’s built inside of your CRM with an account planning tool. What is a QBR?

Account Planning 52

Account Planning Client Relationships Stakeholders Prioritization 52

DemandFarm

JUNE 3, 2024

We’ve paid close attention to factors of critical importance in the strategic account management space, like the ease of use, customizability, 2 way sync with your CRM, and quality of support. DemandFarm DemandFarm is a robust, comprehensive solution for managing your key account portfolio. and the CRM? Prolifiq.ai

Account Planning 52

Account Planning Key Account Management Account Management Onboarding 52