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AI in Account Planning & Opportunity Management

ProlifIQ

Let’s talk about how to use AI in account planning. Your account plan is going to be on the right foot. A Real Example of AI in Account Planning For those without access to paid AI tools, services like ChatGPT can still provide a wealth of information at no cost.

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Pre-sale Planning: Account Planning Use Cases

ProlifIQ

Pre-sale Planning: A Smarter Approach Account plans are often seen as time-consuming, cumbersome, and less valuable than other activities sales and business development teams could be focusing on. Limited Visibility into Stakeholders Continuously update customer objectives and track progress in real-time.

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Buying Groups – How to Navigate Complex Buyer Structures

Upland

Buying groups, or buying committees, are often composed of 10 stakeholders but can have more. It is the job of these trusted stakeholders to make sure that they make the right purchasing decision for their business or organization. Account Planning Lastly, account planning is a must for effectively navigating buying groups.

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How Relationship Maps Put the “R” Back Into CRM

Revegy

In a webinar with Nancy Nardin of Smart Selling Tools, and Mark Kopcha, CEO of Revegy, discussed the importance of relationship intelligence and the relationship map drive sales success. Research Brief: Strategic Account Planning Segmentation. How Does CRM Tackle the Relationship and What’s Missing?

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5 Tactics When You’re Team Just Isn’t Hitting Their Numbers

Revegy

In addition, reps find it harder to identify key stakeholders and get in sync with the buyer’s journey. Account Planning & Execution : We can’t always be chasing the next new deal. Without a key stakeholder, you can be sure that opportunity will be lost. Don’t leave wallet share on the table!

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Are You Letting Your Clients Slip Away? 12 Tips to Keep in Touch

Account Manager Tips

Share the load You don't have to be the only one in your organization communicating with key stakeholders. Centralise all your client communication, account plans and related activities in one place. I've created a Telegram channel to keep you updated whenever there's a new podcast, webinar, blog post or YouTube video.

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7 Key Account Management Tools of the Future that are Here Now

Account Manager Tips

LinkedIn Sales Navigator makes it simple to stay up-to-date on what's happening with your accounts and identify and connect with important stakeholders and new prospects. Now, your organisation might try to tell you key account managers don't need LinkedIn Sales Navigator - it's a sales tool. How great does this look?