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

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

SEPTEMBER 6, 2022

The Myth of Account Planning. Most people relate account planning to something like a quarterly business review (QBR), where sellers and leaders will give an in-depth presentation on the state of their top accounts. Look back at your previous account plans; what actions were taken to successfully close this deal?

Account Planning 52

Account Planning Stakeholders CRM Leadership 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 3: People Development.

Supply Chain 520

Supply Chain Logistics Co-Creation Account Management 520

Jermaine Edwards

NOVEMBER 25, 2021

In 2016 I wrote a post on the five foundation steps for stakeholder management success in key account management, that was well received and guided lots of leaders. Our contacts and stakeholders just aren’t making decisions – How do we deal with their disengagement and getting pushed back and back while they still expect more from us?

Stakeholders 130

Stakeholders Decision-making Shareholders Key Account Management 130

ProlifIQ

APRIL 8, 2021

Create a systematic plan to go after major accounts without dragging out sales cycles and inaccurately forecasting your quarterly pipeline. . Here, we’ll talk about how an account planning strategy can help you shorten your selling cycle and close major deals even faster than before. A higher number of stakeholders.

Account Planning 91

Account Planning Key Account Management Decision-making Account Management 91

Revegy

JANUARY 18, 2021

How Does CRM Tackle the Relationship and What’s Missing? CRM has been around for 30 years – it started as a combination of 3 different types of technology – marketing automation, sales force automation, and customer support. However, CRM is not tackling the relationship piece as it should.

CRM 119

CRM Procurement Stakeholders Facilitation 119

ProlifIQ

APRIL 8, 2021

Create a systematic plan to go after major accounts without dragging out sales cycles and inaccurately forecasting your quarterly pipeline. . Here, we’ll talk about how an account planning strategy can help you shorten your selling cycle and close major deals even faster than before. A higher number of stakeholders.

Account Planning 52

Account Planning Key Account Management Decision-making Account Management 52

ProlifIQ

JUNE 29, 2020

Financial services and account planning go together like peanut butter and jelly, like bacon and eggs, or like a burger and fries. Here are 8 reasons financial services companies need account planning. . Understanding key stakeholders will help you expand your network with a clear path forward. . Org Charts.

Financial Services 52

Financial Services Account Planning Key Account Management Account Management 52

ProlifIQ

JUNE 29, 2020

Financial services and account planning go together like peanut butter and jelly, like bacon and eggs, or like a burger and fries. Here are 8 reasons financial services companies need account planning. . Understanding key stakeholders will help you expand your network with a clear path forward. . Org Charts.

Financial Services 52

Financial Services Account Planning Key Account Management Account Management 52

ProlifIQ

OCTOBER 30, 2024

Personalize Engagements : Tailor your interactions and offerings to each key account’s specific needs and preferences, leveraging the comprehensive data and insights provided by KAM technology. Interested in seeing a Key Account Management solution to help you retain and grow key customers?

Key Account Management 52

Key Account Management Stakeholders Account Planning Account Management 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. AI is about trust.

CRM 52

CRM Artificial Intelligence B2B Account Management 52

ProlifIQ

JUNE 12, 2024

Stakeholders: Understanding “who is who” and the footprint of an account. This will determine how you leverage your team for communication with different stakeholders across the organization. Planning in Key Account Management Grab our template on account planning! Also, areas for quick wins!

Key Account Management 52

Key Account Management Account Planning Stakeholders Account Management 52

DemandFarm

NOVEMBER 22, 2024

By strengthening these relationships, account management teams directly impact retention and reduce churn, transforming client satisfaction into a growth strategy. Core Traits of High-Performing Account Managers 1.Relationship Relationship Intelligence and Stakeholder Knowledge The best account managers know business is personal.

Key Account Management 52

Key Account Management Account Management Management Stakeholders 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

Upland

FEBRUARY 3, 2023

Relationship mapping refers to the process of outlining the inner workings of an organization – the decision makers, influence, and political structure – to ascertain the path of least resistance to building meaningful relationships with stakeholders. What drives the relationship between two important stakeholders?

Account Strategy 195

Account Strategy Stakeholders B2B Decision-making 195

ProlifIQ

JULY 31, 2024

Work through your internal champions to meet additional stakeholders. A good template and cross-sell process clearly lays out which products or services are being used by who, and which stakeholders need to be engaged to create additional opportunities.

Account Management 52

Account Management Account Planning CRM Stakeholders 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

ProlifIQ

FEBRUARY 8, 2023

Because a standard customer success team is trained to look at managing their accounts, or account planning , as a quarterly activity, they are therefore less likely to look at account planning as a daily, ongoing, activity. Leverage your CRM for account planning instead of opting for long QBR sessions.

Account Planning 52

Account Planning CRM Customer Success Decision-making 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

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

DemandFarm

AUGUST 23, 2024

About DemandFarm: DemandFarm enables companies to visualize, plan, and grow Key Account revenue directly within their CRM. With over 150 clients and 15,000+ users, including global brands like DHL, TaskUs, Slalom, and HCLTech, DemandFarm is trusted by enterprises to drive consistent growth through better key account management.

Key Account Management 40

Key Account Management Client Relationships Account Management Account Planning 40

ProlifIQ

AUGUST 2, 2024

Bonus points if it’s built inside of your CRM with an account planning tool. This could be increased stakeholder engagement , among many things. Essential Elements of an Effective QBR Template Your QBR template should be concise yet comprehensive, straightforward yet data-driven.

Account Planning 52

Account Planning Client Relationships Stakeholders Prioritization 52

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

DemandFarm

JUNE 3, 2024

Technology is no longer a nice-to-have to boost the performance of your strategic accounts. Consulting multiple stakeholders and balancing critical parameters can be time-consuming and exhaustive. DemandFarm DemandFarm is a robust, comprehensive solution for managing your key account portfolio. and the CRM? alternatives.

Account Planning 52

Account Planning Key Account Management Account Management Onboarding 52

Arpedio

APRIL 3, 2023

Sector Computer Software Website www.eagleeye.com Solutions used ARPEDIO Account Management & Relationship Mapping ← Back to case studies The Challenges Eagle Eye faced challenges with low adoption, duplicate work, neglected tasks, and critical information scattered all over the place – all due to tools and data that lived outside their CRM.

Onboarding 52

Onboarding Account Management Account Planning Stakeholders 52

Arpedio

FEBRUARY 15, 2024

ABS technologies, CRM systems, and AI offer solutions by enhancing account visibility, coordinating sales efforts, and providing insights. Together, they manage extended sales cycles, ensure transparency in account planning, and facilitate smoother transitions between sales professionals. Superior together.

B2B 52

B2B Account Planning Facilitation Sales 52

KAM With Passion

FEBRUARY 8, 2021

A strong KAM initiative is always built on the following 3 Pillars: KAM infrastructure , Key Account Teams and Key Account Plans. Implementing true KAM requires having performing Key Account Teams in addition to the central team chartered to manage the KAM Programme. KEY ACCOUNT PLANS. KAM INFRASTRUCTURE.

Key Account Management 130

Key Account Management Account Management Management Account Planning 130

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. Certain industries?

Account Management 52

Account Management Management Account Planning Key Account Management 52

DemandFarm

AUGUST 22, 2024

With the benefits of relationship mapping tools in mind, it’s clear that relationship mapping software is a valuable tool for identifying key stakeholders and building meaningful relationships with them to drive success. This tool integrates seamlessly with major CRM systems like Salesforce, making it easy to gather and visualize data.

Brainstorming 40

Brainstorming Decision-making Stakeholders Software 40

ProlifIQ

NOVEMBER 9, 2022

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. This should include a customer relationship management (CRM) system, an account planning tool , sales engagement software, or a marketing automation tool.

Leadership 52

Leadership Account Planning Sales Leadership Stakeholders 52

ProlifIQ

MAY 17, 2024

Can team members easily understand the various roles stakeholders have when they look into an account? Mapping out accounts makes team selling much easier, and enables the entire GTM team to surround, expand, and grow an account. There are often multiple key decision-makers involved in life sciences accounts.

Key Account Management 52

Key Account Management Account Management Management Procurement 52

ProlifIQ

MAY 17, 2024

Can team members easily understand the various roles stakeholders have when they look into an account? Mapping out accounts makes team selling much easier, and enables the entire GTM team to surround, expand, and grow an account. There are often multiple key decision-makers involved in life sciences accounts.

Key Account Management 52

Key Account Management Account Management Management Procurement 52

Arpedio

NOVEMBER 27, 2023

Sales tech mastery: Learn how the implementation of technologies like CRM systems and account-based selling platforms can revolutionize your sales operations. Book demo #1 Account-Based Selling Platform Powerful alone. Relationship Mapping & Org Chart Manage internal and external relationships with key stakeholders.

Acquisition 52

Acquisition Facilitation Account Planning Stakeholders 52

Arpedio

JUNE 20, 2023

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. Assess client health based on their own customized best practices. Superior together.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

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