Remove Account Planning Remove Meetings Remove Sales Leadership
article thumbnail

Account Planning Template

ProlifIQ

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?

article thumbnail

The Six Critical Ingredients for the Best Account Plan Ever

Revegy

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

One Sales Aid to Avoid the Forecast Fire Drill

SBI Growth

Most sales organizations use documents with similar names. Opportunity Plans, Account Plans, etc. They contain things like key personnel, sales campaign objectives, competitor information and so on. This is where the rubber meets the road. You and sales leadership will gain confidence in the forecast.

Sales 113
article thumbnail

5 Ways to Uncover Hidden Revenue in Strategic Accounts

SBI

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.

article thumbnail

How to Better Align Sellers and Leadership

ProlifIQ

That means when a conversation begins with your selling team, it can be assumed that most of these people aren’t going into their first discovery meeting blind. 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.

article thumbnail

How the Fastest Growing Startups Build Their Sales Teams

Openview

The building blocks of developing a great sales team have not changed – recruiting, interviewing, hiring, training and development. However, the nuances within each discipline have modernized, requiring sales leadership playbooks to be updated. Here are 3 ways fast-growing startups build sales teams differently.

article thumbnail

The Sliding Scale of Sales Transformation

Mike Kunkle

This includes an understanding of processes, political savvy, culture, collaboration, consensus building, and the ability to execute on all the above plans effectively. How to plan and organize effectively. Strategic Account Management. Account Planning. Part of Strategic Account Management.