Upland
JANUARY 29, 2024
Sales productivity becomes even more difficult for complex B2B accounts with large buying groups and multiple divisions involved in the decision-making process. Why account planning is essential to boost sales productivity Account planning is the process of mapping out key aspects of a potential customer or account.
Janek Performance Group: Account Planning
OCTOBER 25, 2023
When selling to existing customers, 56 percent achieve win rates greater than 50 percent. This makes account planning essential. More than upselling and cross-selling, account planning is partnering with existing clients. Plus, with account planning, 74 percent see increased win rates.
Hubspot Sales
JULY 7, 2019
To win new business and grow key accounts, account managers and sales executives must become thoroughly invested in their customer’s challenges, goals, and competitive landscape. This strategic account plan template will help you: Expand your understanding of your customer’s business, goals, and motivations.
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. Aspirational account planning revolves around how you think about and with the customer.
Strategic Account Management Association
OCTOBER 26, 2021
We need to focus on understanding the customer and helping the SAM deep dive in the customer environment and gain the insight and knowledge needed to deliver broader customer value. Adapting our corporate behaviors to fit the customer context. Creating strategic customer value and building trust requires time.
Account Manager Tips
JULY 6, 2022
You need a long term planning horizon for co-creation. And to stay on track, you need account planning and coordination processes in place. Bring the wider organization into your value co-creation mission. By the way, check out my interview with Phil in which he shares the 12 Tenets of Account Management.
Strategic Account Management Association
JULY 13, 2021
They are accountable for aligning the organization to the business and strategic account planning processes, as well as connecting and aligning how the strategic accounts engage with the rest of the commercial teams in the markets and local affiliates. A COE can bring expertise for more customer value and differentiation.
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