Upland

MARCH 19, 2021

Increased account penetration boosts revenue. Even as account planning, cross-selling and upselling are buzzwords in professional services and other B2B industries, there is often not a great handle on how much opportunity exists in current accounts, or how the company is performing on delivering against that upside.

Account Planning 195

Account Planning B2B Sales Sales Environment 195

Upland

MARCH 23, 2023

Sandbagging in Sales is a Relationship Problem Despite the considerable focus placed on deal probabilities, analytics, and forecast accuracy, building a holistic understanding of the relationships and influence within accounts remains a blind spot for many organizations.

Account Planning 195

Account Planning Sales Decision-making Sales Environment 195

Upland

MARCH 13, 2023

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. A sales velocity equation or formula uses four metrics to help organizations calculate their own sales velocity.

Prioritization 195

Prioritization Account Planning Sales Decision-making 195

Upland

MARCH 29, 2023

This is part of the mindset shift required to become effective at relationship management and is also a key aspect of account planning. In mapping a rich understanding of how key players relate to one another, reps can start to uncover how things happen in the organization.

CRM 195

CRM Management Stakeholders Decision-making 195

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. It’s putting their needs ahead of the sale to form long-term relationships. Altify notes account planning has increased from 36 percent of companies in 2013 to 50 percent today.

Account Planning 52

Account Planning Decision-making Communication B2B 52

SalesGlobe

OCTOBER 11, 2023

Success in Challenging Sales Environments Mark Donnolo Welcome to the Rethink Sales Podcast. And and, you know, we talk about aspirational account planning and strategy and everybody’s always asking like, what’s the tool? I’m Mark Donnolo. Michelle Seger And I’m Michelle Seger.

Sales Environment 52

Sales Environment Sales Supply Chain Software 52

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