Clarity Engagement Solutions

FEBRUARY 7, 2022

Tailored by vertical industry and 100% native to Salesforce Lightning, CX1™ makes it easy for sales and account teams to map stakeholder relationships, identify the sources of decision-making influence and manage a larger number of better-qualifed opportunities as a result. That’s where Clarity CX1™ comes in. Request a CX1™ Demo Here.

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Stakeholders Decision-making Account Planning Prioritization 172

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

DemandFarm

MARCH 31, 2025

In the past, account managers spent significant time on manual tasks like logging customer interactions, scheduling meetings, updating CRM records, and manually tracking stakeholder engagement. Why do you need an AI Account management tool? Smart recommendations suggest when to reach out and which stakeholders to engage.

Account Management 40

Account Management Key Account Management 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

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

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

DemandFarm

DECEMBER 27, 2024

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?

Key Account Management 52

Key Account Management Stakeholders Sales Account Planning 52

Arpedio

MARCH 12, 2025

For example, if a sales team is unaware that a key decision-maker at a target account has engaged with marketing content or attended a recent event, they may miss a critical opportunity to initiate a timely and relevant conversation. This is exactly where ARPEDIO helps organizations streamline account-based selling.

Stakeholders 52

Stakeholders Decision-making Government Account Planning 52

Upland

MAY 5, 2023

Being a trusted advisor is how you get into that room. In Not Just Another Vendor, the latest, indispensable book on account planning to come out of Altify, we learn about one seller who took a long time to learn this lesson. Sales were good, but they weren’t great. And he always came prepared. “It

Account Planning 195

Account Planning Healthcare Decision-making Stakeholders 195

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. Build a culture that prioritizes collective success over departmental silos.

Key Account Management 52

Key Account Management Account Management Decision-making Prioritization 52

ProlifIQ

FEBRUARY 23, 2024

The State of Account Planning in 2024 2023 was a challenging year for go-to-market teams. With economic uncertainty, slowing growth, and more scrutiny on every purchase, many teams struggled to close deals and retain accounts. As companies mature, digital channels for researching account planning tools also diversify.

Account Planning 52

Account Planning CRM Energy and Utilities Account Management 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 Stakeholders 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 Stakeholders 52

Arpedio

APRIL 13, 2023

Stakeholder Management: A Must Read Guide ← Back to blog Stakeholder management refers to the process of identifying, understanding, and engaging with individuals or groups who have a stake or interest in a project, initiative, or organization. What is Stakeholder Management? What is a stakeholder? What is a stakeholder?

Stakeholders 52

Stakeholders Management Shareholders Suppliers 52

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

Arpedio

JANUARY 22, 2025

Predictive analytics : Forecast trends, identify cross-selling opportunities, and prioritize high-converting accounts. Sales intelligence tools : Gather detailed insights about target accounts for tailored approaches. Automation tools : Automate repetitive tasks and free up time for strategic activities.

Decision-making 52

Decision-making CRM Account Planning Prioritization 52

Hubspot Sales

SEPTEMBER 16, 2020

To others still, it means a key account plan. Many sellers engage in opportunity planning when they pose questions such as: What business problem are you trying to solve for the customer? Who are the stakeholders you need to engage with? What plan of action will keep the relationship healthy and profitable?

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Account Management Sales Account Planning CRM 133

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

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

Hubspot Sales

MARCH 18, 2019

The Difference Between Key Account Management and Selling. Key account management and selling are very different. While a salesperson focuses on the short term -- by necessity -- a key account manager (KAM) prioritizes the future. Key Account Manager Job Description. Key Account Management Plan Template.

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Key Account Management Account Management Management Account Strategy 143

Upland

NOVEMBER 27, 2023

It’s a 10x factor approach.” Work as a team As with every aspect of account planning, sellers will be most successful if they approach insight-gathering as a team. “When you collaborate, you’re getting the big picture,” says Billy. What’s driving that business to make decisions? “We Most professionals have coaches.

Account Planning 195

Account Planning Suppliers Decision-making Leadership 195

Clarity Engagement Solutions

FEBRUARY 7, 2022

Tailored by vertical industry and 100% native to Salesforce Lightning, CX1™ makes it easy for sales and account teams to map stakeholder relationships, identify the sources of decision-making influence and manage a larger number of better-qualifed opportunities as a result. That’s where Clarity CX1™ comes in. Longer sales cycles. •

Stakeholders 91

Stakeholders Decision-making Account Planning Prioritization 91

DemandFarm

OCTOBER 15, 2024

It depends on your Key Account Management (KAM) maturity level, your approach to your KAM program, your goals, and how you want to roll with the AI punches. Account planning , as you’re aware, is a mixed bag of strategic and operational activities. Truthfully, there isn’t a simple yes or no answer. That’s not all.

Key Account Management 52

Key Account Management Account Management Management Decision-making 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

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. Deepen Customer Insights. Collaborate Beyond Sales.

Account Planning 72

Account Planning Decision-making Stakeholders Leadership 72

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

ProlifIQ

APRIL 21, 2023

Account Planning Growth Strategy For businesses looking to grow their revenue and achieve their goals, an effective account growth strategy is essential. This strategy involves developing a comprehensive plan to manage and grow the customer accounts that are critical to the business’s success.

Account Growth 52

Account Growth Account Planning Key Account Management Account Management 52

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 48

Account Planning Stakeholders Decision-making Prioritization 48

ProlifIQ

JUNE 21, 2023

This alignment helps in driving sustainable growth and ensuring the overall success of the strategic account management program. Account plans are instrumental in managing and retaining strategic accounts. Which key stakeholders are your “champions” and will help you retain the account, or even grow it?

Account Management 52

Account Management Management Account Planning Stakeholders 52

DemandFarm

APRIL 4, 2023

Why should you adopt Digital Key Account Management? What are some of the benefits of adopting digital account planning solutions for your key accounts? How will it be different from the existing account management strategies that you have adopted for your key accounts?

Key Account Management 52

Key Account Management Account Management Digitalization Management 52

Revegy

OCTOBER 2, 2019

of sales organizations don’t take advantage of account planning to grow their strategic accounts. For companies that prioritize the 20% of their business driving most of their revenue, business is more sustainable and more profitable. Why isn’t everyone successful when it comes to key account management?

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Account Growth Key Account Management Account Management Account Planning 69

ProlifIQ

OCTOBER 4, 2023

Account Planning: The Heart of Your Strategy The Role of Account Planning Account planning is where your strategy takes shape. It lays out a detailed plan for each key account. Who are the stakeholders internally you’re going to work closely with? Certain industries?

Account Management 52

Account Management Management Account Planning Key Account Management 52

ProlifIQ

AUGUST 2, 2024

Bonus points if it’s built inside of your CRM with an account planning tool. This could be increased stakeholder engagement , among many things. The post 2024 QBR Template: Retain & Grow Key Accounts appeared first on Prolifiq | Native Salesforce Sales Enablement.

Account Planning 52

Account Planning Client Relationships Stakeholders Prioritization 52

Arpedio

FEBRUARY 15, 2024

AI enhances this understanding, enabling faster and more effective resource prioritization. ABS technologies, CRM systems, and AI offer solutions by enhancing account visibility, coordinating sales efforts, and providing insights. Relationship Mapping & Org Chart Manage internal and external relationships with key stakeholders.

B2B 52

B2B Account Planning Facilitation Sales 52

DemandFarm

DECEMBER 27, 2024

With DemandFarm, your sales team can access all account-related resourcesstakeholder org charts, relationship maps, or account plans at a single place. Relationship Intelligence Understanding stakeholder dynamics is critical for large accounts. What Does It Offer? Heatmaps showing relationship health.

Key Account Management 40

Key Account Management Account Management Sales Onboarding 40

Arpedio

APRIL 25, 2023

In this article, we’ll guide you through five concrete steps to jumpstart your account-based selling strategy. From identifying target accounts to crafting personalized messaging, we’ll show you how to effectively allocate your resources and prioritize high-value customers. Superior together.

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Account Planning B2B Stakeholders Prioritization 52