Remove Account Planning Remove Decision-making Remove Prioritization
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People & Problems: The core of strategic account planning

Strategic Account Management Association

And second, while no one is immune to these challenges, the strategic account planning approaches that drive success today aren’t unique to any particular industry or business size. It’s how faithfully (and effectively) we execute on these principles that makes the difference. What’s the solution? Does it involve us?

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How to Boost Sales Productivity with Account Planning

Upland

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.

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Sales Forecasting Guide – Prioritize to Boost Accuracy

Upland

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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Want to Accelerate Your SAM Journey? Create a Center of Excellence

Strategic Account Management Association

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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Salesforce Account Plans In 2025

ProlifIQ

Salesforce Account Plans – Using Your CRM To Drive Strategy Salesforce account plans are a powerful feature within the Salesforce ecosystem, designed to streamline and enhance strategic account planning for B2B sales and account management professionals.

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Introducing CX1™ – Our Salesforce Strategic Customer Engagement Tool

Clarity Engagement Solutions

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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Sales Velocity Equation – 4 Levers to Success

Upland

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. How can sellers deal with uncertainty to help increase deal size?

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