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

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

ProlifIQ

JANUARY 18, 2022

First, Here’s Why You Shouldn’t Sell Without a Key Account Plan. To provide context, we need to quickly go over why key account plans are vital – and how no top-performing sales org leaves home without them. Account-based selling is all about pursuing business now and down the road. Finding many more.

Account Planning 52

Account Planning Innovation Stakeholders B2B 52

ProlifIQ

MAY 14, 2021

If you incorporate an innovative, account planning strategy into your routine, your chances of success go up tremendously. Let’s cover some of the approaches top sales teams take when taking on high-value accounts. First, Understand the Essentials of a Strong Account Planning Strategy.

Account Planning 52

Account Planning Innovation Stakeholders B2B 52

Arpedio

JANUARY 5, 2024

At the heart of every thriving enterprise lies a keen focus on business relationship optimization , a task achieved through strategic roles that many might find overlapping—Account Management and Customer Success. Principles Behind Customer Success Strategies Customer success strategies are built on a proactive engagement model.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

Arpedio

JUNE 20, 2023

Client Case study Rethinking Customer Success and Sales: A Collaborative Powerhouse in the SaaS industry Download full case study About The Case Study Due to pre-IPO considerations, the following case study has been anonymized to protect the identity of the company involved. Superior together.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

Arpedio

DECEMBER 19, 2023

The vital role of Customer Success in Account Management Explore ARPEDIO's Account Management Software ← Back to blog In recent times, companies have come to realize the significance of aligning their customer success and account management strategies. Let’s dive in!

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

Account Manager Tips

JULY 27, 2020

00:00 Introduction 01:31 How Calin got his start in account management. 03:34 The best thing about account management. 05:21 Account management at Netguru in the early days. 08:16 First task: double the size of the account management team. 15:33 Why embracing failure has been the secret to success. Time Stamps.

Account Management 130

Account Management Business Growth Management Account Planning 130

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

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

SBI

JULY 1, 2020

Success requires streamlined, silo-shattering processes that highlight the optimal path to revenue and enable the right high-value activities to efficiently, predictably and strategically drive growth. 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

ProlifIQ

FEBRUARY 8, 2023

QBRs and Salespeople: The Key to True Customer Success and Growth There are certain truths to life that cannot be disputed. A quarterly business review is typically an event that takes place over the span of a few days to a week where sellers and a customer success manager come together to align on all of their key accounts.

Account Planning 52

Account Planning CRM Customer Success Decision-making 52

Revegy

AUGUST 12, 2020

Account Intelligence is the Core of Customer Centricity. Developing customer insights isn’t a one-time, static exercise. It is an ongoing effort that should be an integrated part of your client development and account planning strategy. Account planning is more than just a strategic exercise.

Account Planning 69

Account Planning Account Management Stakeholders Client Development 69

ProlifIQ

FEBRUARY 13, 2023

In fact, most Saas companies get the majority of their revenue from existing customers. Therefore, customer satisfaction should be a top priority for businesses. As a customer success manager, successful customer onboardings are critical to the success of your company and the customers you serve.

Account Planning 52

Account Planning Onboarding Sales Customer Success 52

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

JUNE 21, 2023

This alignment helps in driving sustainable growth and ensuring the overall success of the strategic account management program. Account plans are instrumental in managing and retaining strategic accounts. Which key stakeholders are your “champions” and will help you retain the account, or even grow it?

Account Management 52

Account Management Management Account Planning Stakeholders 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

ProlifIQ

JULY 31, 2024

Below is a conceptual framework: This visualization shows which products or services from one part of your business can be introduced to customers from another. Work through your internal champions to meet additional stakeholders.

Account Management 52

Account Management Account Planning CRM Stakeholders 52

DemandFarm

MARCH 31, 2023

Ensuring the entire organization is part of the change, making everyone an advocate and engaging the whole team will in turn make the adoption of Digital Key Account Management easier. The leadership team plays a big role in creating an impression that as a business it is vital to understand all the stakeholders in the buying process.

Key Account Management 52

Key Account Management Account Management Digitalization Management 52

ProlifIQ

AUGUST 2, 2024

2024 QBR Template & Overview Quarterly Business Reviews (QBRs) are pivotal in ensuring successful client relationships in the B2B sector. Crafting an effective QBR template is essential for account managers, customer success professionals, and enablement teams aiming to enhance client engagement and drive business growth.

Account Planning 52

Account Planning Client Relationships Stakeholders Prioritization 52

DemandFarm

JULY 14, 2023

The report evaluated over 30 account-based selling technology providers and highlighted DemandFarm’s ability to help companies achieve their account-based goals by providing a comprehensive suite of features that enable them to align their sales, marketing, and customer success teams.

Artificial Intelligence 52

Artificial Intelligence Account Planning Government Stakeholders 52

DemandFarm

APRIL 13, 2023

Key Account Management Glossary: 65 Crucial Account Management Terms Explained Account Hierarchy: Account Hierarchy is the structure and organization of key accounts within a company visualized in a hierarchical system of decision-makers and stakeholders.

Key Account Management 52

Key Account Management Account Management Management Value Proposition 52

Arpedio

DECEMBER 19, 2023

The vital role of Customer Success in Account Management Explore ARPEDIO's Account Management Software ← Back to blog In recent times, companies have come to realize the significance of aligning their customer success and account management strategies. Let’s dive in!

Account Management 52

Account Management Communication Management Artificial Intelligence 52

ProlifIQ

AUGUST 17, 2023

One such strategy gaining popularity among sales and customer success leaders is the “land and expand” approach. This method focuses on acquiring new customers while simultaneously nurturing existing accounts to drive expansion and increase company revenue.

Acquisition 52

Acquisition Customer Success Stakeholders Profitability 52

Arpedio

FEBRUARY 2, 2024

Enhanced Collaboration Across Teams ABS encourages seamless collaboration between sales, marketing, and customer success teams. When these departments align their efforts towards a common set of accounts, communication becomes more streamlined, leading to a cohesive and unified customer experience. Superior together.

Account Planning 52

Account Planning Account Management Facilitation Stakeholders 52

ProlifIQ

JANUARY 27, 2022

That means not only talking with your contacts regularly but paying close attention to the ebbs and flows within the account that they’re revealing to you (or hinting at). . Your key account planning platform is the best place to record and analyze this customer journey data.

Account Planning 52

Account Planning Stakeholders B2B Key Account Management 52

Arpedio

NOVEMBER 20, 2023

Prev Previous Client Case Rethinking Customer Success and Sales: A Collaborative Powerhouse in the SaaS industry #1 Account-Based Selling Platform Powerful alone. Relationship Mapping & Org Chart Improve your critical stakeholder relationships. Learn more Account Management Build powerful account plans in Salesforce.

Innovation 52

Innovation Account Planning CRM Stakeholders 52

SmartKarrot

JULY 11, 2022

Role: Senior Customer Success Manager Location: Minnetonka, MN, US Organization: Sovos As a Senior Customer Success Manager, you will understand business priorities, technology landscape, and internal stakeholders. Conduct recurring business reviews with customers.

Customer Success 3

Customer Success Facilitation Stakeholders Account Planning 3

SmartKarrot

MARCH 25, 2022

Role: Customer Success Director Location: New York, NY, US Organization: Pacvue As a Customer Success Director, you will work with brands to identify business priorities and goals. Be an expert on Pacvue Commerce in order to show brands how Pacvue Commerce can empower them to achieve success.

Customer Success 19

Customer Success Account Planning Stakeholders Finance 19

SmartKarrot

NOVEMBER 9, 2021

Role: Vice President of Customer Success Location: Palo Alto, CA, US (Hybrid) Organization: Spin Technology As a Vice President of Customer Success, you will lead the CSM team in driving user adoption, technical success, and long-term partnership with the customers.

Customer Success 19

Customer Success Account Planning Stakeholders Media 19

SmartKarrot

MARCH 7, 2022

Role: Director, Customer Success Location: Remote, New York, NY, US Organization: Urbint As a Director of Customer Success, you will own the ultimate success of Urbint’s customer base; this includes seamless customer onboarding, project success, retention, and renewal.

Customer Success 19

Customer Success Account Growth Onboarding Account Planning 19

Account Management Skills

AUGUST 24, 2021

With the account management world, you do it based on the commitments you’re making to your customers. But it’s a very similar dynamic, I’m still creating a plan. I’m working toward that plan. I’m updating internal and external stakeholders, and all that sort of stuff. Jenny 02:43.

Account Management 98

Account Management Management Account Planning Co-Creation 98

SmartKarrot

MAY 19, 2022

Role: Director, Client Success Location: Remote, United States Organization: MediaMath As a Director of Client Success, you will own and develop strong relationships with the client and key stakeholders from C-suite to Hands-in-keyboards. Coordinate with customer support to ensure timely closure of quality issues.

Customer Success 19

Customer Success Stakeholders Client Onboarding Government 19

SmartKarrot

MARCH 29, 2023

Role: Customer Success Manager Location: Chicago, IL, United States (Remote) Organization: Fortanix As a Customer Success Manager you’ll take the lead and be responsible for customer expansion and retention. Assistance with customer onboarding and training to encourage adoption.

Customer Success 19

Customer Success Onboarding Stakeholders Client Relationships 19

SmartKarrot

NOVEMBER 2, 2022

Role: SVP, Customer Success Location: Atlanta, GA, US (Hybrid) Organization: Cardlytics As an SVP of Customer Success, you will lead and scale an inclusive, world-class, multi-discipline services organization – driving vision, growth strategy, and execution. Apply here: [link].

Customer Success 19

Customer Success Stakeholders Onboarding Finance 19

ProlifIQ

OCTOBER 15, 2020

Powered by Salesforce Experience Cloud, the new Community provides Admins, sales, customer success, and marketing professionals a place to collaborate via Salesforce Trailhead as well as access product user training videos, and tap into a robust knowledge base to boost their performance and satisfaction with PROLIFIQ offerings.

Key Account Management 52

Key Account Management Customer Success Stakeholders Account Management 52

ProlifIQ

OCTOBER 15, 2020

Powered by Salesforce Experience Cloud, the new Community provides Admins, sales, customer success, and marketing professionals a place to collaborate via Salesforce Trailhead as well as access product user training videos, and tap into a robust knowledge base to boost their performance and satisfaction with PROLIFIQ offerings.

Key Account Management 52

Key Account Management Customer Success Stakeholders Account Management 52