Arpedio

APRIL 3, 2023

How Eagle Eye Achieved 4X Faster Employee Onboarding Download full case study About Eagle Eye Eagle Eye offers a loyalty and promotions omnichannel SaaS platform that enable companies to connect all aspects of the customer journey in real time. This made it difficult to see and prove the value of their account planning efforts.

Onboarding 52

Onboarding Account Management Account Planning Stakeholders 52

Brooks Group

APRIL 17, 2025

Onboard Customers Set customers up for success from day one with clear guidance and support. Collect and Act on Feedback Conduct regular surveys to gauge overall satisfaction and create actionable plans based on customer input to resolve any issues. Train on creating strategic account plans with multi-year horizons.

Supply Chain 52

Supply Chain Sales Training Sales Suppliers 52

DemandFarm

NOVEMBER 22, 2024

Strategic Account Planning : The ability to design and monitor account-specific growth strategies within DemandFarm creates a roadmap for expansion and allows for real-time tracking, so KAMs are always aligned with client objectives. This enables proactive adjustments based on real-time insights.

Key Account Management 52

Key Account Management Account Management Management Stakeholders 52

DemandFarm

DECEMBER 27, 2024

DemandFarm DemandFarm is purpose-built for key account managers, particularly for those who manage complex account-based sales processes. Tailored specifically for Key Account Managers (KAMs), it addresses inefficiencies in traditional methods of account planning by offering a comprehensive toolkit for strategic account management.

Key Account Management 52

Key Account Management Stakeholders Sales Account Planning 52

Account Manager Tips

SEPTEMBER 29, 2020

It's extremely powerful How to use it I've used Airtable to collect data using their forms feature , manage participants for training, created implementation and onboarding plans, account plans and more recently a crisis management plan below to help key account managers focus on what's important to their clients during the global pandemic. . (5)

Key Account Management 130

Key Account Management Account Management Management Onboarding 130

Openview

MAY 11, 2018

Clients who have invested in onboarding programs that offer a hands-on approach experience the strongest return on investment. The Aberdeen Group surveyed more than 200 companies, and those with a comprehensive onboarding program scored significantly higher profits and employee retention, productivity, and satisfaction.

Artificial Intelligence 90

Artificial Intelligence Onboarding Sales Profitability 90

DemandFarm

JANUARY 12, 2025

Key Account Management (KAM) thrives on strong relationships, and there is no denying that. But it also demands precise account planning, strategic execution, data-driven decision-making, and seamless cross-functional collaboration. Efficiency improvements directly correlate with cost savings and faster deal closures.

Key Account Management 52

Key Account Management Account Management Decision-making Prioritization 52

Mike Kunkle

MAY 11, 2022

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. Sales Hiring.

Co-Creation 130

Co-Creation Sales Sales Training Decision-making 130

ProlifIQ

FEBRUARY 13, 2023

As a customer success manager, successful customer onboardings are critical to the success of your company and the customers you serve. When customers have a positive onboarding experience, they are more likely to adopt the product effectively, continue using it over the long term, and refer others.

Account Planning 52

Account Planning Onboarding Sales Customer Success 52

Hubspot Sales

MARCH 18, 2019

A KAM needs leadership abilities to guide her team members (which might include a salesperson, marketer, technical support, implementation and/or onboarding specialist). Key account programs have a lot of moving parts. You can tailor an existing framework to your own needs or create a customized plan. Orchestrate and Execute.

Key Account Management 143

Key Account Management Account Management Management Account Strategy 143

SalesPop

MAY 7, 2021

We’ve thoroughly covered many factors of account planning, such as setting goals and targets. But at the end of the day, account planning naturally evolves into creating a project, which falls into the realm of project management. A project is primarily made up of objectives. This would be a total of 5 people.

Account Management 98

Account Management Management Innovation Account Planning 98

Revegy

JULY 31, 2023

Building an effective sales team goes beyond recruiting, hiring, and onboarding the right talent. It requires managing your team with proven sales coaching training strategies to ensure members reach their full potential. While some sales team members may have natural talents or much experience, others may need more support to excel.

Sales 98

Sales Onboarding Management Account Planning 98

DemandFarm

JUNE 3, 2024

We’ve paid close attention to factors of critical importance in the strategic account management space, like the ease of use, customizability, 2 way sync with your CRM, and quality of support. DemandFarm DemandFarm is a robust, comprehensive solution for managing your key account portfolio. Prolifiq.ai

Account Planning 52

Account Planning Key Account Management Account Management Onboarding 52

DemandFarm

DECEMBER 27, 2024

Centralized Account Resources Gone are the days of reps scrambling to find the right materials. With DemandFarm, your sales team can access all account-related resourcesstakeholder org charts, relationship maps, or account plans at a single place. Enhance onboarding for new hires? Improve win rates?

Key Account Management 40

Key Account Management Account Management Sales Onboarding 40

Arpedio

DECEMBER 19, 2023

December 20 How much faster is our client Eagle Eye onboarding new team members after implementing ARPEDIO’s software? Enter draw #1 Account-Based Selling Platform Treat your colleagues to an early Christmas present Relationship Mapping & Org Chart Improve your critical stakeholder relationships.

Onboarding 52

Onboarding Account Planning Stakeholders Account Management 52

Arpedio

DECEMBER 14, 2023

December 15 How can ARPEDIO's solutions accelerate the onboarding of new sales hires? Enter draw #1 Account-Based Selling Platform Treat your colleagues to an early Christmas present Relationship Mapping & Org Chart Improve your critical stakeholder relationships.

Onboarding 52

Onboarding Stakeholders Account Planning Account Management 52

Account Manager Tips

JULY 9, 2020

A thoughtful 30 60 90 day plan will impress everyone you meet during the job interview process, and your new manager will breathe a huge sigh of relief, knowing you're prepared and ready to take responsibility for your own onboarding. Where do we want to go? What changes have to be made? How should changes be made? 60 day checklist.

Account Management 130

Account Management Management Key Account Management Stakeholders 130

SBI

APRIL 16, 2018

AccountPlan by Outside in Sales Simplifies account planning in Salesforce. Opspanda They have a sales resource and capacity planning solution that helps fast growing companies model, plan, report, and analyze on the resources needed to meet and exceed sales targets. Develop, Coach, Onboard, Motivate. How to Close.

Digital Transformation 11

Digital Transformation Onboarding Sales Digitalization 11

Deep Insight

JANUARY 28, 2020

Onboarding. The first phase in our approach is ‘Onboarding’ the organisation; The very first step is to secure the buy-in from the senior leadership team to the journey that they are about to embark on. The second step is to onboard the rest of the organisation, primarily the sales and account teams.

Onboarding 52

Onboarding Leadership Account Management Account Planning 52

Account Management Skills

AUGUST 24, 2021

So think strategically about the customer, which can also mean that we are building account plans, for example, we’re looking at the org chart to understand who’s who are the relationship map, who’s who within the organisation. Some of that is the templates on building engagement plans or account plans.

Account Management 98

Account Management Management Account Planning Co-Creation 98

Insightly

FEBRUARY 18, 2022

In one of DoubleCheck’s recent new win/loss program client onboarding sessions with a midsize enterprise software vendor, the CMO stated, “We felt like the pre-sales support we received wasn’t great, so we didn’t think the solution was worth the extra price.” . Insightly’s Account Plan feature is a great way to set the vision for your SCV.

CRM 98

CRM Decision-making Client Onboarding Customer Experience 98

ProlifIQ

OCTOBER 4, 2023

Should you sell software, how fast are teams trained and onboarded? Account Planning: The Heart of Your Strategy The Role of Account Planning Account planning is where your strategy takes shape. How frequently are users in your tool?

Account Management 52

Account Management Management Account Planning Key Account Management 52

Sales Outcomes

OCTOBER 17, 2022

Sales playbooks also accelerate the onboarding of new hires and provide a framework for sales managers to accelerate pipeline quality and advance deals to closure through coaching. Alas, two things are never “finished” in sales – account plans and playbooks.

Value Proposition 52

Value Proposition Sales Onboarding Account Planning 52

Sales Outcomes

APRIL 19, 2021

Sales playbooks help onboard new hires and provide a framework for sales managers to accelerate pipeline quality and advance deals to closure through coaching. Alas, two things are never “finished” in sales – account plans and playbooks.

Value Proposition 52

Value Proposition Sales Account Planning Onboarding 52

ProlifIQ

FEBRUARY 27, 2023

The Risks of not using Key Account Management Missed opportunities for growth – It should be clear by now, but if a sales organization is not using a successful key account management approach, they may miss out on opportunities for growth with its most key accounts.

Key Account Management 52

Key Account Management Account Management Management Prioritization 52

Arpedio

DECEMBER 19, 2023

Onboarding specialists : Focus on ensuring a smooth transition for new clients, helping them get started with the company’s offerings. Ready streamline your account planning? Try ARPEDIO's Account Planning tool. Account Management Build powerful account plans in Salesforce. Let's talk!

Account Management 52

Account Management Communication Management Artificial Intelligence 52

Arpedio

DECEMBER 19, 2023

Onboarding specialists : Focus on ensuring a smooth transition for new clients, helping them get started with the company’s offerings. Ready streamline your account planning? Try ARPEDIO's Account Planning tool. Account Management Build powerful account plans in Salesforce. Let's talk!

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

Arpedio

JANUARY 9, 2024

Ready to streamline your account planning? Try ARPEDIO's Account Planning tool. Metrics and KPIs guide Account Managers in allocating resources effectively, ensuring that efforts are focused on activities that yield the highest return on investment and contribute to overall account success. Let's talk!

Account Management 52

Account Management Management Client Relationships Account Planning 52

SBI

SEPTEMBER 27, 2019

Sales onboarding and continuous training – preparing sales teams to deliver value in every buyer interaction. Year after year, research shows that readiness and training services – such as onboarding, skills development and coaching – are the most critical responsibilities of sales enablement. Account Planning.

Artificial Intelligence 34

Artificial Intelligence Account Planning Onboarding Profitability 34

Arpedio

JUNE 20, 2023

Prev Previous post How Eagle Eye Achieved 4X Faster Employee Onboarding #1 Account-Based Selling Platform Powerful alone. Superior together.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

SBI

APRIL 4, 2018

Salespeople can be over 50% more productive when building and refreshing account plans. Adding to data already captured and structuring this in a useful planning approach for accounts and opportunities will make things simple for sales people.

B2B 20

B2B Sales Decision-making Account Planning 20

Arpedio

AUGUST 22, 2023

This segmentation, very much in line with the principles of account-based selling , allows you to allocate resources, time, and effort effectively, ensuring you focus on the accounts that hold the most value for your business. Account Management Build powerful account plans in Salesforce. Superior together.

Key Account Management 52

Key Account Management Account Management Management Onboarding 52

Arpedio

JANUARY 5, 2024

Key Responsibilities of Account Managers Account managers are entrusted with a variety of responsibilities that collectively aim to fortify the client-agency relationship. Principles Behind Customer Success Strategies Customer success strategies are built on a proactive engagement model.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

SBI

AUGUST 15, 2019

Sales onboarding and continuous training – preparing sales teams to deliver value in every buyer interaction. A useful and innovative tool to support sales staff onboarding, sales effectiveness and coaching.”. Account Planning. It offers a key account planning and. Account Targeting. Industry News.

Artificial Intelligence 28

Artificial Intelligence Account Planning Onboarding Innovation 28

SBI

JANUARY 14, 2020

2 “Sales leaders know that it has always been about sales readiness – the combination of onboarding, training and knowledge sharing that make for a productive sales individual and team.”. Account Planning. Account Planning. Account Planning. Account Planning. 1 Forrester Research, Inc.,

Account Planning 26

Account Planning Sales Artificial Intelligence Onboarding 26

SBI

FEBRUARY 15, 2019

Instead of traditional onboarding and sales training marathons–which are rapidly outdated and quickly forgotten–sales enablement and training teams use Allego to deliver the fresh, bite-sized learning that reps need to close deals in today’s dynamic business environment. It offers a key account planning and.

Financial Services 6

Financial Services Banking Account Planning Healthcare 6

OnStrategyHQ

MAY 18, 2021

HR Mgmt: Hire and onboarding processes. Org-Wide Goals and Measures — Once you have formulated your strategic objectives, you should translate them into goals and measures that can be clearly communicated to your planning team (team leaders and/or team members). Knowledge Mgmt: Structured training (sales, IT, management, ownership).

Organization 96

Organization Facilitation Small Business Marketing 96