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 131

Account Planning Sales CRM Prioritization 131

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

FEBRUARY 23, 2024

The State of Account Planning in 2024 2023 was a challenging year for go-to-market teams. With economic uncertainty, slowing growth, and more scrutiny on every purchase, many teams struggled to close deals and retain accounts. Win rates and customer retention are top metrics, but CRM adoption ranked high with SMBs.

Account Planning 52

Account Planning CRM Energy and Utilities Account Management 52

Janek Performance Group: Account Planning

JULY 25, 2023

As such, they often prioritize new accounts. This makes effective account planning essential. With account planning, you identify and target potential sales opportunities within existing accounts. But with account planning, sellers build on the confidence and security they have already established.

Account Planning 52

Account Planning Prioritization Decision-making Organization 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

JANUARY 22, 2025

More precisely, technology solutions for ABS should provide the tools needed to identify, engage, and close deals with high-value accounts, ranging from Customer Relationship Management (CRM) systems to advanced analytics and automation tools. CRM for ABS A robust CRM system is the backbone of any ABS strategy.

Decision-making 52

Decision-making CRM Account Planning Prioritization 52

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

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 133

Account Management Sales Account Planning CRM 133

DemandFarm

DECEMBER 27, 2024

DemandFarm DemandFarm is purpose-built for key account managers, particularly for those who manage complex account-based sales processes. Tailored specifically for Key Account Managers (KAMs), it addresses inefficiencies in traditional methods of account planning by offering a comprehensive toolkit for strategic account management.

Key Account Management 52

Key Account Management Stakeholders Sales Account Planning 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

DemandFarm

NOVEMBER 22, 2024

Example of Segmentation : High-Touch Accounts : Personalized service, in-depth strategic planning, and frequent touchpoints with senior account managers. Low-Touch Accounts : Regular check-ins and performance updates managed by junior team members. This enables proactive adjustments based on real-time insights.

Key Account Management 52

Key Account Management Account Management Management Stakeholders 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 105

CRM Sales Prioritization Decision-making 105

Arpedio

MARCH 12, 2025

Sales teams frequently store critical information in spreadsheets , emails, or isolated CRM instances, making it difficult to access a unified view of an account. The Challenge of Data Silos A major obstacle to effective AI implementation is the presence of data silos.

Stakeholders 52

Stakeholders Decision-making Government Account Planning 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 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

DemandFarm

OCTOBER 15, 2024

It depends on your Key Account Management (KAM) maturity level, your approach to your KAM program, your goals, and how you want to roll with the AI punches. Account planning , as you’re aware, is a mixed bag of strategic and operational activities. Truthfully, there isn’t a simple yes or no answer. That’s not all.

Key Account Management 52

Key Account Management Account Management Management 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

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

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

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

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

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

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

Hubspot Sales

MARCH 18, 2019

The Difference Between Key Account Management and Selling. Key account management and selling are very different. While a salesperson focuses on the short term -- by necessity -- a key account manager (KAM) prioritizes the future. You can tailor an existing framework to your own needs or create a customized plan.

Key Account Management 143

Key Account Management Account Management Management Account Strategy 143

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

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

Hubspot Sales

AUGUST 25, 2018

Prioritize culture and management training. This issue, Behar says, is driven by today’s CRM systems, which provide real-time measurement and reporting of results. Key behaviors : Developing a territory plan including a comprehensive list of prospective customers. Wayshak's survey saw 81.6%

Sales 111

Sales Acquisition Account Planning Sales Management 111

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

Miller Heiman Group

JUNE 30, 2020

Maximize your use of technology to prioritize your prospects. Your CRM may offer insights into customer intent, along with real-time win-loss data, that will inform your investment of above-the-funnel activities. Build a scorecard for opportunity planning. Formalize your account planning strategy.

Prioritization 78

Prioritization Sales Management Account Planning Account Management 78

Revegy

OCTOBER 2, 2019

of sales organizations don’t take advantage of account planning to grow their strategic accounts. For companies that prioritize the 20% of their business driving most of their revenue, business is more sustainable and more profitable. Why isn’t everyone successful when it comes to key account management?

Account Growth 69

Account Growth Key Account Management Account Management Account Planning 69

PartnerTap

NOVEMBER 25, 2020

Account mapping is a piece of the mundane work that has to be done as alliance teams look for new opportunities in their ecosystem. These teams are often bogged down by the amount of time wasted on the process of comparing partner account lists to their own CRM accounts. . simply trying to identify matches.

CRM 98

CRM Prioritization Software Software 98

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

MAY 29, 2019

Customer relationship management software (CRM). Fully integrated with HubSpot's free CRM , the Meetings function allows you to: Cut out back-and-forth scheduling emails. Price: Basic and account plans are free, premium plans are $20/year. Sales automation tools (ex. Lead generation, growth, email, etc.).

Meetings 144

Meetings Artificial Intelligence Facilitation CRM 144

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

SBI

JANUARY 9, 2018

Entertain this quick thought exercise: If a sales rep picks one of their customer accounts – it doesn’t matter if it’s one of the largest or smallest – what percentage of the total possible spend related to the goods and services your company provides have they captured? Could they capture more? If so, where and how?

B2B 55

B2B Artificial Intelligence Account Planning Sales 55

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