Upland

MARCH 23, 2023

This can happen in one of a few ways: Account Planning to Counter Sandbagging A strong account planning practice starts with consistency. In addition to helping teams gain a holistic view of their accounts, the right account planning software can help teams see sandbagging warning signs early on.

Account Planning 195

Account Planning Sales Decision-making Sales Environment 195

SBI Growth

JANUARY 27, 2014

Account Planning. Using the Stakeholder Wheel Job Aid (Click here to download the tool), walk your rep through the BDT. These stakeholders can wield tremendous political power and easily kill a deal. A critical step in mapping the BDT, is understanding where each stakeholder is on their buying journey. User Buyer.

Account Planning 121

Account Planning Stakeholders Decision-making Prioritization 121

Account Manager Tips

OCTOBER 11, 2021

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. Commit to targets Plan activities Coordinate resources Manage risk Get results. Warwick Brown // Account Manager Tips.

Account Management 246

Account Management Key Account Management Management Suppliers 246

Upland

MARCH 29, 2023

Gone were the face to face office meetings and networking at industry events, and in their place were hour-long zoom calls with sellers wearing hoodies. Now, however, things have changed. This is part of the mindset shift required to become effective at relationship management and is also a key aspect of account planning.

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.

Account Planning 64

Account Planning Innovation Stakeholders B2B 64

Account Manager Tips

JUNE 29, 2021

Close any gaps in your solution, meet all commitments and ensure your client is satisfied. Create contact plans to keep in touch with key stakeholders in your company and your client's. GRAHAM Different stakeholders will value different things. Who are your stakeholders, and what floats their value boat?

Suppliers 246

Suppliers Shareholders Stakeholders Decision-making 246

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

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

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?

Account Planning 52

Account Planning Value Proposition Account Management Stakeholders 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.

Account Planning 52

Account Planning Client Relationships Value Proposition Sales 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

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

Upland

JULY 12, 2023

It moved us from talking about qualification to talking about account planning more broadly. Rigorous qualification is a foundational pillar of account planning because it’s the only way to focus your attention on building real, mutually beneficial relationships. It moved us in the right direction,” says Sarah.

Decision-making 195

Decision-making Sales Account Planning Healthcare 195

Hubspot Sales

MARCH 18, 2019

These accounts make up the majority of the business' income. To turn buyers into business partners, a key account manager (KAM) typically provides dedicated resources, unique offers, and periodic meetings. As professional services firm BTS points out , key account programs often lead to increased costs and lower margins.

Key Account Management 139

Key Account Management Account Management Management Account Strategy 139

Arpedio

JUNE 2, 2023

How to Ignite Success With Account Plans ← Back to blog Say hello to Account Plans, the secret sauce that transforms ordinary sales strategies into extraordinary journeys of client engagement and revenue growth. In this blog post, we’re diving headfirst into the captivating world of Account Plans.

Account Planning 52

Account Planning Account Management Client Relationships Stakeholders 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.

Account Planning 52

Account Planning Decision-making Communication B2B 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. It’s a must-have.

Account Planning 52

Account Planning Innovation Stakeholders B2B 52

Arpedio

JUNE 2, 2022

How GUBI went from limited account insight to complete stakeholder visibility. Prior to teaming up with ARPEDIO, the main challenge for GUBI was too little visibility into accounts and stakeholders. The organization as a whole simply didn’t have the full insight potential it desired into its customers and stakeholders.

Stakeholders 52

Stakeholders Account Planning Account Management B2B 52

Account Manager Tips

NOVEMBER 22, 2022

First things first: find out what they want You can't adapt your account strategy until you understand what the new procurement team want. Schedule a discovery meeting as soon as possible to figure out what their priorities are. Who are their internal stakeholders? One Page Key Account Plan Guide & Template.

Procurement 130

Procurement Suppliers Supply Chain Key Account Management 130

Arpedio

NOVEMBER 22, 2023

Unlock Business Potential with Effective Stakeholder Mapping Improve your critical stakeholder relationships ← Back to blog As businesses strive to achieve growth and success, many overlook the untapped potential of effective stakeholder mapping. We will also highlight the tools and techniques available for stakeholder mapping.

Stakeholders 52

Stakeholders Decision-making Business Growth Innovation 52

Account Manager Tips

JULY 28, 2020

Chapters 00:00 Introduction 01:21 Why changing mindset towards account management was the biggest obstacle. 03:53 Why you need to keep account plans simple. 09:03 Account plans are the evidence of the value you create for your clients. 09:49 Should you share account plans with clients?

Account Management 130

Account Management Management Account Planning Organization 130

Quip

NOVEMBER 17, 2020

But what about really complex processes like – account planning, close plans, and account transitions. Plug these into Salesforce now so your sales teams can launch and execute on: Account plans. Account transitions. Customer meeting notes. Territory plans. Mutual success plans.

Stakeholders 52

Stakeholders Account Planning Decision-making Sales 52

Account Manager Tips

SEPTEMBER 29, 2020

LinkedIn Sales Navigator makes it simple to stay up-to-date on what's happening with your accounts and identify and connect with important stakeholders and new prospects. Now, your organisation might try to tell you key account managers don't need LinkedIn Sales Navigator - it's a sales tool.

Key Account Management 130

Key Account Management Account Management Management Onboarding 130

Account Manager Tips

JULY 9, 2020

Some hiring managers move fast and you may not have the time to do your plan justice if you haven't at least got a draft completed. On your first day, invite your boss to a recurring meeting to discuss your 90 day plan. Here's the job description for a Senior Key Account Manager at Amazon , advertised in July 2020.

Account Management 130

Account Management Management Key Account Management Stakeholders 130

Arpedio

OCTOBER 20, 2023

Understanding the power of a stakeholder matrix – A comprehensive guide Relationship Mapping Software ← Back to blog In the dynamic landscape of account management, understanding your clients’ needs, expectations, and concerns is paramount to building lasting and mutually beneficial relationships.

Stakeholders 52

Stakeholders Account Management Client Relationships Decision-making 52

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. You can work with your stakeholders in real time to unlock conversations, insights and ideas. It can take 12 to 18 months to design and implement initiatives (and to see results).

Co-Creation 130

Co-Creation Value Proposition Account Planning Suppliers 130

Account Manager Tips

NOVEMBER 16, 2022

Use meeting scheduling apps 7. Create recurring milestone meetings 11. Share the load You don't have to be the only one in your organization communicating with key stakeholders. Use meeting scheduling apps Meeting scheduling software enhances client communication by automating the appointment booking process.

Key Account Management 130

Key Account Management Account Management Procurement Communication 130

Upland

NOVEMBER 27, 2023

An initiative is a project your customer is undertaking (or planning to undertake) in order to overcome their pressures and meet their goals. When you take your insights to a customer, it’s important that you put them in the context of the person with whom you’re meeting. What’s driving that business to make decisions? “We

Account Planning 195

Account Planning Suppliers Decision-making Leadership 195

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

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

Brightbridge Consulting

AUGUST 5, 2021

We now look forward to booked engagements with the development of leadership and furtherance of account plans this Autumn. A face-to-face meeting is planned! The post Meeting up? The Global programme for Vetoquinol is complete and is being rolled out. The Research group Gartner have recently reported that 70.3%

Meetings 40

Meetings Suppliers Key Account Management Account Planning 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

Organizations that understand the true value of account planning, identify untapped revenue potential while delivering strategic customer value. 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

Revegy

AUGUST 12, 2020

Account Intelligence is the Core of Customer Centricity. 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. Map these strategic plans collaboratively. 2. Know Your Colleagues.

Account Planning 69

Account Planning Account Management Stakeholders Client Development 69

Revegy

FEBRUARY 25, 2020

stakeholders in 2014 to 10.0 Thousands of sellers tout the following framework benefits: Comprehensive account planning. Sales, for example, will focus on KPIs like meeting top-line revenue commitment, average deal size, closure rate, and pipeline. Establish a more effective meeting strategy. Client dialogue.

Supply Chain 82

Supply Chain Logistics Manufacturing Investors 82

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