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People & Problems: The core of strategic account planning

Strategic Account Management Association

By Richard Scheig, Chief Revenue Officer, Upland Software. The view from where I sit as Upland Software’s Chief Revenue Officer is a profoundly interesting one. But how, exactly, we do that—how we build account planning motions that drive real wins—rests on the twin pillars of people and problems. Sharing insights.

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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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What is Key Account Management? Strategy and Tips

Upland

Account planning and effective account management strategies are about much, much more than your key accounts. That said, any account manager worth their salt has a strategy for their key accounts. Sales maps for key accounts tend to be quite complex with many stakeholders.

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KAM Technology – Growing Key Accounts In 2025

ProlifIQ

Personalize Engagements : Tailor your interactions and offerings to each key account’s specific needs and preferences, leveraging the comprehensive data and insights provided by KAM technology. Interested in seeing a Key Account Management solution to help you retain and grow key customers?

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Sales vs. Account Management: What Every Sales Leader Needs to Know

Brooks Group

Account management training should emphasize the following skills: Relationship building and maintenance: Cultivate strong, long-term connections with key stakeholders through consistent communication and value delivery. Project management: Orchestrate multiple initiatives and stakeholders to ensure successful solution implementation.

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Sandbagging in Sales – Is it a Relationship Problem? 

Upland

This can happen in one of a few ways: Account Planning to Counter Sandbagging A strong account planning practice starts with consistency. In addition to helping teams gain a holistic view of their accounts, the right account planning software can help teams see sandbagging warning signs early on.

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Relationship Management Guide – Going Beyond the CRM

Upland

And while what’s going on with your CRM software is undoubtedly important for your relationship management strategy, it’s about so much more than the data you collect – it’s about putting that data to use. This is part of the mindset shift required to become effective at relationship management and is also a key aspect of account planning.

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