ProlifIQ

FEBRUARY 6, 2025

Account Plans Start With Good Research 2025 is here, and new territories and accounts are being handed out. One critical component of B2B selling is account planning. This ensures a broader perspective and helps devise a more effective account planning strategy.

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Account Planning Logistics Internet B2B 52

Upland

FEBRUARY 17, 2023

It is the job of these trusted stakeholders to make sure that they make the right purchasing decision for their business or organization. A buying group is a clear indication that a business is taking a solution seriously, and it is the buying group that influences the decision of those higher up in the organization.

Decision-making 368

Decision-making Account Planning Stakeholders B2B 368

ProlifIQ

MARCH 30, 2023

Account Planning Template for B2B Sales Teams You can steal the key account plan template we use with customers here. We’ll cover each part including: Business Overview Objectives & goals Relationship Mapping White Space (Expansion) Action Introduction: What is Account Planning?

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Account Planning Key Account Management Account Management Stakeholders 98

ProlifIQ

MAY 7, 2021

In sales, B2B account planning is kind of like plotting a heist, minus the stealing. The same principle applies: the bigger the prize, the more aggressive and daring your plan has to be. Here’s what the data say about B2B account planning and how sales teams can benefit from creating big plans for big companies.

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Account Planning B2B Decision-making Stakeholders 98

Strategic Account Management Association

OCTOBER 26, 2021

We too often confuse strategic account sponsorship with corporate project sponsorship, where sponsorship is a way to escalate issues or decision-making when in need. When done right, strategic account sponsorship begs to have a very different definition. Adapting our corporate behaviors to fit the customer context.

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Account Management Co-Creation Leadership Procurement 520

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.

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Account Planning Key Account Management Account Management Decision-making 91

Account Manager Tips

MARCH 23, 2021

Identify and connect with decision-makers, budget holders and manage complex relationship networks. Clients feel secure in the relationship, and information sharing and transparency increase to help everyone make better decisions. Launch, implement and monitor account plans that speed up business results and client satisfaction.

Key Account Management 246

Key Account Management Account Management Management Suppliers 246

Upland

JANUARY 26, 2023

Marketing can help produce complex, tailored marketing plans that use precision targeting to make sure their campaigns and content are targeting key accounts. Ideal Customer Profile (ICP) : The ideal customer profile is one of the core pillars of a successful account-based selling program.

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Account Planning B2B Decision-making Acquisition 195

Strategic Account Management Association

JULY 13, 2021

When we see the investment that some companies are making in pivoting their engagement model to be more strategic, customer-centric and value enabling, we are always surprised to see the enabling functions still focus on supporting the more transactional model which is based on the number of interactions as the metric.

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Upland

MARCH 23, 2023

Who makes the final decision? While at first, these questions might appear distinct, at heart they are all asking the same thing – how effectively has the team been able to build relationships in the account? These usually include: What’s the latest update? Who are we talking to? Who else do we need to talk to?

Account Planning 195

Account Planning Sales Decision-making Sales Environment 195

Upland

MAY 18, 2023

Account planning and effective account management strategies are about much, much more than your key accounts. That said, any account manager worth their salt has a strategy for their key accounts. Your key accounts are your most desired customers.

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Key Account Management Account Management Management Account Planning 195

Upland

AUGUST 9, 2023

Rather, it’s vital to the success of each and every deal we make. Simply put, exceptional sales organizations make their customers’ goals the number one priority. We don’t want our deals to start leaning the way the Tower of Piza did after just 10 meters into the project. These teams never ask “What can I sell?”

Account Planning 195

Account Planning Innovation Decision-making Healthcare 195

Upland

JULY 12, 2023

And it’s all about deal qualification MEDDIC – a deal qualification framework Many think that MEDDIC is a sales process , but it’s really a deal qualification framework with multiple processes for decision criteria, decision process, etc. It moved us from talking about qualification to talking about account planning more broadly.

Decision-making 195

Decision-making Sales Account Planning Healthcare 195

ProlifIQ

OCTOBER 30, 2024

KAM Technology & Use Cases in 2025 KAM technology plays a crucial role in supporting these best practices by providing powerful tools and features that streamline and enhance key account management processes. An end-to-end technology solutions: Covering pre and post-sale engagements makes kam technology different.

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Key Account Management Stakeholders Account Planning Account Management 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

Openview

MARCH 26, 2018

Arguably one of the most underrated elements of enterprise sales is account planning. However, even though strategic account planning sessions are viewed by the sales organization as helpful and important, they simply don’t happen often enough. said that salespeople are “encouraged” to develop strategic account plans.

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Account Planning Procurement Decision-making Small Business 33

Louise Collins Associates

JULY 20, 2017

What makes an account plan great? For me, a great account plan is something that tells the account story. So the first thing to realise, is that writing an account plan takes skill, practice and a reliance on some core guiding principles. A great account plan should present a clear story.

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Account Planning Stakeholders Decision-making Value Proposition 52

Account Manager Tips

MAY 25, 2021

You might think your biggest accounts or your most complex accounts are your most valuable customers. Key accounts can be big or small, local or global. Because what makes a key account is its future value. Establishing influential business relationships with decision-makers is a primary goal.

Key Account Management 246

Key Account Management Account Management Management Suppliers 246

ProlifIQ

APRIL 3, 2023

Account Planning Tools For B2B Sales Teams Is your sales team building plans in slide decks, or spreadsheets, or storing key information about your stakeholders and accounts that isn’t easy to find? Do accounts churn when 1-2 main supporters move on? One key account planning tool is multi-threading.

Account Planning 52

Account Planning Stakeholders CRM Decision-making 52

Upland

MARCH 13, 2023

In fact, having the right methodologies and best practices in place throughout the entire sales process, married with the right technology, can make sales forecasting look a lot more like an exact science. It can be articulated effectively and used to make the most important and business critical decisions.

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Prioritization Account Planning Sales Decision-making 195

Upland

APRIL 5, 2023

But what it does mean is that sellers need to make the most of their time with buyers. Benefits of a Revenue Team Apart from giving sellers what they need to make the most out of their interactions with sellers, there are several other reasons to consider a revenue team.

Account Planning 195

Account Planning Customer Success B2B Decision-making 195

Upland

MARCH 29, 2023

This is part of the mindset shift required to become effective at relationship management and is also a key aspect of account planning. It means building out a robust understanding of roles in the decision-making process, how (and to what extent) they exert influence and what priorities are top-of-their-mind.

CRM 195

CRM Management Stakeholders Decision-making 195

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.

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Account Manager Tips

JUNE 29, 2021

Build relationships with decision-makers and expand your network. Your job as a key account manager is to deliver the kind of value that convinces your clients to stay in the loop. Do you make the first move and present a compelling proposal that positions you as the partner of choice? Define price strategy. Benchmark pricing.

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Suppliers Shareholders Stakeholders Decision-making 246

Clarity Engagement Solutions

FEBRUARY 7, 2022

Tailored by vertical industry and 100% native to Salesforce Lightning, CX1™ makes it easy for sales and account teams to map stakeholder relationships, identify the sources of decision-making influence and manage a larger number of better-qualifed opportunities as a result. That’s where Clarity CX1™ comes in.

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Stakeholders Decision-making Account Planning Prioritization 172

Brooks Group

JANUARY 9, 2025

While a consultative sales approach benefits all sellers, its especially important for account managers. converting prospects into customers and making sales). Account managers must focus on building strategic, long-term relationships and defending their accounts from competitive encroachment.

Account Management 103

Account Management Management Sales Value Proposition 103

Upland

MAY 4, 2023

It also allows sales leaders to measure impact and make adjustments using the four levers, enabling them to create effective strategies to improve revenue growth. That makes it essential to win as many contracts as possible and maximize each opportunity. They ask questions like ‘how many calls did you make this week? ‘or

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Sales Decision-making Organization Negotiation 356

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.

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Account Planning Value Proposition Account Management Key Account Management 52

Janek Performance Group: Account Planning

JULY 25, 2023

For salespeople, this means tighter budgets, more decision makers, and longer sales cycles. This makes effective account planning essential. With account planning, you identify and target potential sales opportunities within existing accounts. Are decision makers taking calls?

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Account Planning Prioritization Decision-making Organization 52

ProlifIQ

JUNE 21, 2023

The ROI of Account Planning In the highly competitive landscape of B2B sales, sales leaders are constantly seeking strategies that can boost revenue and foster long-term customer relationships. One such strategy that has proven to deliver impressive returns is account planning. What is an Account Plan?

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Account Planning Value Proposition Account Management Stakeholders 52

SalesGlobe

SEPTEMBER 12, 2023

Unlocking the Growth Potential in Your Strategic Accounts Effective account planning is essential to growing the organization’s strategic accounts, which typically comprise most of the organization’s revenue and growth potential. What’s Aspirational Account Planning? How Should You Plan?

Account Planning 52

Account Planning Procurement Decision-making Manufacturing 52

Arpedio

APRIL 29, 2024

A sales account plan strategy is a vital tool for achieving sales growth and building strong client relationships. By implementing a well-defined account plan strategy, companies can ensure they are effectively targeting their key accounts and maximizing their sales potential.

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Account Planning Client Relationships Value Proposition Sales 52

Account Manager Tips

OCTOBER 11, 2021

You need to take charge, make decisions and set goals for your customers so they can achieve success. Do this instead: Plan your week around your priorities. Has no plan Which clients need an account plan? Account plans are help you define your key account strategy. Create a template.

Account Management 246

Account Management Key Account Management Management Suppliers 246

SBI Growth

JANUARY 27, 2014

Account Planning. THE BUYING DECISION TEAM. The first step in deal strategy is identifying the Buying Decision Team (BDT). There are four categories to mapping the Buying Decision Team: Economic Buyer. Help him to identify anyone that influences the buying decision. ACCOUNT PLANNING.

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Account Planning Stakeholders Decision-making Prioritization 121

Upland

JUNE 14, 2023

And how can account planning help? In this article, we’ll dive deeper into each of these areas to uncover what chief revenue officers can do to address some of their most pressing issues, and how an effective account planning practice can help. There’s plenty of uncertainty in the economy right now. Will they shun it?

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Artificial Intelligence Digital Transformation Account Planning Remote Working 195

Arpedio

AUGUST 24, 2022

Account Planning: Manage Long-Term Account Development. Account Planning: Manage Long-Term Account Development. ? What Is Account Planning? Strategic Account Planning. What Should a Key Account Plan Include? How to Do Account Planning? Back to blog.

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Account Planning Account Development Management Account Management 52

Janek Performance Group: Account Planning

OCTOBER 25, 2023

This makes account planning essential. More than upselling and cross-selling, account planning is partnering with existing clients. Altify notes account planning has increased from 36 percent of companies in 2013 to 50 percent today. Plus, with account planning, 74 percent see increased win rates.

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