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

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

Arpedio

FEBRUARY 20, 2024

Navigating Account-Based Selling: CRM, AI and Customer Understanding Explore the ARPEDIO platform ← Back to blog When it comes to B2B sales, companies often find themselves wrestling with a myriad of challenges, from a lack of prospecting skills to navigating lengthy sales cycles. In this regard, AI emerges as a transformative tool.

CRM 52

CRM Artificial Intelligence B2B Account Management 52

SalesPop

MAY 21, 2021

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.

Account Management 98

Account Management CRM Management Account Planning 98

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

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

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

AUGUST 2, 2024

Bonus points if it’s built inside of your CRM with an account planning tool. Understanding where you’re seeing success, what needs improvement, and where to focus and prioritize your time is a key piece in maintaining happy customers and turning them into advocates over time.

Account Planning 52

Account Planning Client Relationships Stakeholders Prioritization 52

Arpedio

FEBRUARY 15, 2024

AI enhances this understanding, enabling faster and more effective resource prioritization. ABS technologies, CRM systems, and AI offer solutions by enhancing account visibility, coordinating sales efforts, and providing insights. Account Management Build powerful account plans in Salesforce.

B2B 52

B2B Account Planning Facilitation Sales 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 120

Account Planning Sales CRM Prioritization 120

Hubspot Sales

SEPTEMBER 16, 2020

To others still, it means a key account plan. The account management process maximizes the long-term value of select customer relationships by continually aligning your company’s capabilities with the needs of your customer. What plan of action will keep the relationship healthy and profitable? Territory Management.

Account Management 131

Account Management Sales Account Planning CRM 131

Xant

JUNE 16, 2021

Ops teams traditionally rely on basic territory planning and account planning for an initial prioritization, but there isn’t really much prioritization strategy beyond that initial plan for more organizations. Everyone who is successful in a rev ops role capitalizes on the CRM. Rev Ops Tools.

CRM 105

CRM Sales Prioritization Decision-making 105

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 they must do so through an insight map.” Billy believes that training sellers to prioritize insights is a process that can be taught. Who do they sell to? Why are they successful?

Account Planning 195

Account Planning Suppliers Decision-making Leadership 195

ProlifIQ

OCTOBER 4, 2023

Any other indications that can help your team understand if things are getting off on the right foot must be tracked and measured in your CRM. Account Planning: The Heart of Your Strategy The Role of Account Planning Account planning is where your strategy takes shape.

Account Management 52

Account Management Management Account Planning Key Account Management 52

Arpedio

APRIL 30, 2024

Creating a Customer-centric Approach When it comes to account growth strategy, it is essential to prioritize creating a customer-centric approach. Among the array of technological solutions available, Customer Relationship Management (CRM) systems stand out as a pivotal tool.

Account Growth 52

Account Growth Client Relationships Business Growth CRM 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

ProlifIQ

FEBRUARY 14, 2023

Prioritize The Right People And The Right Deals For B2B sales teams, a sales cycle is the lifeblood of their business. 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. But what about stakeholders? How was the lead sourced?

Management 52

Management Prioritization Stakeholders CRM 52

Arpedio

MARCH 26, 2024

Lead Qualification: Assessing leads based on criteria such as fit, interest, and readiness to buy, to prioritize sales efforts effectively. By understanding the needs, pain points, and buying behaviors of potential customers, organizations can prioritize their efforts and focus on prospects with the highest likelihood of conversion.

Value Proposition 52

Value Proposition Prioritization Sales Organization 52

Clarity Engagement Solutions

FEBRUARY 7, 2022

. • Provides a consistent, repeatable process for strategic account management tailored to the life sciences, med-tech and financial industries. • Calculates the win probability of each opportunity. • Automates the prioritization of multiple opportunities. • Increases visibility for strategy and resource planning around key accounts.

Stakeholders 91

Stakeholders Decision-making Account Planning Prioritization 91

Zendesk

MARCH 21, 2022

CRM opportunity management. This helps you prioritize the deals that are most likely to close and strengthens your sales approach so you can achieve your sales goals. It’s difficult to determine which opportunities to prioritize. That’s why many businesses choose to use a CRM opportunity management software platform.

Management 98

Management Sales CRM Decision-making 98

Arpedio

MARCH 6, 2024

At its essence, account management goes beyond mere transactional interactions; it encompasses a holistic approach to client engagement. Rather than focusing solely on closing deals, account management prioritizes the establishment of robust, enduring relationships built on trust, transparency, and value.

Account Management 52

Account Management Management Prioritization Client Relationships 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

DemandFarm

MAY 9, 2024

Integration with CRM Systems Demandfarm’s integration allows key account managers to access and visualize complex client hierarchies directly within their usual CRM interface, enabling them to manage client relationships more effectively. Key Features: Visual Emphasis: Strong focus on creating visually appealing diagrams.

Key Account Management 52

Key Account Management Account Management CRM Client Relationships 52

DemandFarm

AUGUST 31, 2023

One that leverages Key Account Management (KAM) principles to retain customers and transform them into brand advocates. KAM principles encompass fostering robust relationships, tailoring solutions, maintaining consistent communication, prioritizing the long term, and constantly reviewing and adapting strategies.

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. Deepen Customer Insights. Collaborate Beyond Sales.

Account Planning 72

Account Planning Decision-making Stakeholders Leadership 72

DemandFarm

AUGUST 22, 2024

They collect data from various sources, such as CRM systems, emails, and social media, to create comprehensive maps that can be easily interpreted and acted upon. This tool integrates seamlessly with major CRM systems like Salesforce, making it easy to gather and visualize data. Best Business Relationship Mapping Tools in 2024 1.

Brainstorming 40

Brainstorming Decision-making Stakeholders Software 40

PandaDoc

APRIL 21, 2023

Maintaining a partnership that prioritizes your clients’ best interests increases the chances of keeping your top accounts satisfied, and KAM programs are fundamental to ensuring customer satisfaction among key clients. You may then follow up on these referrals with an outbound prospecting strategy to secure additional accounts.

Key Account Management 52

Key Account Management Account Management Management Prioritization 52

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

Upland

SEPTEMBER 29, 2023

Prioritizing finding people with influence within an account will help you earn support and avoid being blindsided by an unknown detractor. You need to understand the entire account landscape. They are not looking to be a number in a CRM – they are looking for the human touch.

Stakeholders 195

Stakeholders Sales Decision-making Internet 195

Arpedio

JUNE 15, 2023

Whether you’re a sales executive looking to boost your team’s performance or a business owner seeking innovative ways to accelerate growth, this comprehensive guide will equip you with the knowledge and tools necessary to navigate the world of account-based selling technologies with confidence.

Artificial Intelligence 52

Artificial Intelligence Prioritization Decision-making Advertising 52

Xant

JUNE 16, 2021

Ops teams traditionally rely on basic territory planning and account planning for an initial prioritization, but there isn’t really much prioritization strategy beyond that initial plan for more organizations. Everyone who is successful in a rev ops role capitalizes on the CRM. Rev Ops Tools.

CRM 52

CRM Sales Prioritization Decision-making 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. No, it does not.

Co-Creation 130

Co-Creation Sales Sales Training Decision-making 130

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

ProlifIQ

FEBRUARY 27, 2023

” It involves identifying, analyzing, and prioritizing key accounts, and then allocating the necessary resources to retain and grow these accounts. This information can then lead to growth in key accounts, which further drives significant growth for the company.

Key Account Management 52

Key Account Management Account Management Management Prioritization 52