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

Strategic Account Management Association

AUGUST 6, 2021

These efforts were flanked by partnering with a solution provider for the establishment of account-based marketing principles with a focus on strategic key accounts, as well as technology partners for the implementation of a state-of-the-art CRM system. Embarking on a Three-Tiered Change Initiative. Tier 2: Applied Processes.

Supply Chain 520

Supply Chain Logistics Co-Creation Account Management 520

Account Manager Tips

MAY 14, 2021

That's what key account management is about after all. Schedule your QBR's: Get your review meetings in the diary for the year. Create a contact plan: Create a plan to engage with ALL your clients, not just your favourites or those that make the most noise. If you don't do account plans, start.

Key Account Management 218

Key Account Management Account Management Management Account Planning 218

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

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

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

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

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

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 Management 52

Account Management Account Planning CRM Stakeholders 52

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

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

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

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

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

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

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 120

Account Planning Sales CRM Prioritization 120

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

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

ProlifIQ

OCTOBER 4, 2023

What It Is Account management strategy is the roadmap that guides your interactions with key accounts. It encompasses a series of well-thought-out actions designed to meet your goals and objectives while ensuring customer satisfaction, retention, and expansion. It lays out a detailed plan for each key account.

Account Management 52

Account Management Management Account Planning Key Account Management 52

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

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

Arpedio

NOVEMBER 20, 2023

Sector Recycling industry Website www.genan.com ← Back to case studies The Challenges Faced with operational challenges and a disjointed CRM system, Genan sought a solution to harmonize processes and enhance transparency. The Solutions Thomas Ballegaard , Genan’s Chief Commercial Officer, recognized the need for a robust CRM platform.

Innovation 52

Innovation Account Planning CRM Stakeholders 52

Arpedio

OCTOBER 30, 2023

Account-Based Selling: A Deep Dive with Lee Levitt and Ulrik Monberg Explore the ARPEDIO platform ← Back to blog In the ever-evolving world of enterprise sales, strategies and tools are constantly refined to meet the dynamic needs of businesses. He recalls a meeting with the CEO of a large insurance company.

Co-Creation 52

Co-Creation Account Planning Artificial Intelligence Leadership 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

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

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

ProlifIQ

NOVEMBER 9, 2022

That means when a conversation begins with your selling team, it can be assumed that most of these people aren’t going into their first discovery meeting blind. As a seller, this means you must also be consultative and understand not just your own product, but also the competitive landscape within each target account.

Leadership 52

Leadership Account Planning Sales Leadership Stakeholders 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

DemandFarm

MAY 22, 2024

Not just that, over 150,000 companies globally depend on Salesforce for CRM services, with the US making up 62% of Salesforce customers. Salesforce continues to dominate the CRM market, reflecting its widespread adoption and the value it brings to businesses across various sectors. Salesforce’s revenue reached approximately $31.25

Facilitation 52

Facilitation Key Account Management CRM Decision-making 52

Arpedio

JUNE 10, 2024

CRM platform: A CRM platform can segment its customers into different groups such as small businesses, mid-market companies, and enterprise-level organizations. Each segment receives tailored account management strategies. Utilize tools like CRM systems (e.g.,

Account Management 52

Account Management Management e-Learning Retail 52

Sales Outcomes

AUGUST 30, 2021

Look Into CRM Adoption & Usage. Look Into CRM Adoption & Usage. CRM adoption and usage tend to fall with buoyant growth, and sales leaders focus on the results. Sales leaders give less attention to account planning, CRM data quality and hygiene, lead management, and opportunity management.

Virtual Selling 52

Virtual Selling Supply Chain Value Proposition Sales 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

Arpedio

JUNE 20, 2023

The Customer Success team struggled to find a tool that could meet the issues they were facing. Natively integrate with their Salesforce CRM to secure both adoption and access to all relevant client information within one system, as well as being able to combine the health score with other data points in the CRM.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52