Remove Account Planning Remove Onboarding Remove Stakeholders
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Break & Glue: The art of capturing complex mega-strategic accounts in CRM to get the most from account planning tools 

Strategic Account Management Association

A while ago, I came across a discussion about the optimal way to capture strategic customers in a customer relationship management (CRM) tool in a way that enables effective, efficient account planning using account planning applications or tools. A Generic Complex Mega-Strategic Account.

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How Aramex’s Young SAM Program Provides Strategic Value and Impact

Strategic Account Management Association

Key Account Planning: Outlines a standardized methodology and template for key account planning, which has enabled the team to use account plans as a communication vehicle for internal and customer-facing purposes. Executive Sponsorship: Maps key customer stakeholders to executives and experts inside Aramex.

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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?

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The Ultimate Guide to Build a Top Performing Key Account Management Team from Scratch

DemandFarm

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.

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Account Planning Tools

ProlifIQ

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.

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Five Best Sales Acceleration Tools in 2025

DemandFarm

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. This depth of insights ensures your strategy aligns with the unique needs of each account. Why Does It Matter?

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Customer Retention Strategies in a Challenging Sales Climate

Brooks Group

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. Develop ability to identify and engage all stakeholders and their unique priorities.

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