Upland

MAY 4, 2023

In part, it’s through focusing on the relationship, and ensuring good account planning practices. Sellers can greatly impact their win rate by adopting a robust qualification process. As Bart Fanelli, Founder & Global GTM Executive, said in a recent webinar: “It’s all about qualifying out.

Sales 356

Sales Decision-making Organization Negotiation 356

Revegy

JANUARY 5, 2021

SiriusDecisions defines account-based models , or account management, as representations of a strategic approach that align resources against a set of defined accounts and goals in a way that is relevant and valuable to those accounts and to sales/partners. Strategic Account Management. methodology) in all regions.

Account Management 105

Account Management Global Accounts Management Account Planning 105

DemandFarm

APRIL 5, 2024

Static plans and lack of clarity on how to standardize best practices across their key accounts. A ~27% increase in cross-sell and upsell opportunities isn’t far-fetched if you know how to standardize key account planning best practices at scale. Watch the webinar on-demand:

Key Account Management 52

Key Account Management Account Management Account Planning B2B 52

FinListics Solutions

FEBRUARY 14, 2024

Expanding on the essence of a customer-first approach in enterprise account planning, it's important to recognize this strategy as more than a sales technique; it's a comprehensive framework that requires a deep understanding of the customer's entire ecosystem.

Account Planning 51

Account Planning Client Relationships Sales 51

Revegy

JANUARY 18, 2021

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?

CRM 119

CRM Procurement Stakeholders Facilitation 119

SBI Growth

FEBRUARY 5, 2014

In a recent webinar , Erik noted that: "The total outlay for Incentive Compensation in the U.S. Here’s the two step process to that Managers and Reps follow in the first month: Step One : Complete a Territory Account Plan. Step Two : Calculate personal income based on executing the Territory Account Plan.

Advertising 115

Advertising Sales Account Planning Decision-making 115

SBI

MARCH 7, 2019

Don’t Just Check the Box, Business Insights to Build a Better Account Plan. This webinar covers observations and lessons learned to make your account planning season less painful.

Account Planning 27

Account Planning Sales Management 27

SBI

APRIL 3, 2019

How MarkLogic is Operationalizing Their Strategic Account Planning Process with Revegy. Director of Sales Enablement share how MarkLogic is leveraging Revegy to transform their strategic account planning process. REGISTER NOW. WHEN: THURSDAY, 4/11 AT 11AM PT. Hear Pat Gregory, Sr.

Account Planning 32

Account Planning Organization Sales 32

Account Manager Tips

NOVEMBER 16, 2022

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. Also don't underestimate the value of a spontaneous phone call. My project management tool of choice is ClickUp.

Key Account Management 130

Key Account Management Account Management Procurement Communication 130

SBI

JANUARY 22, 2020

Join Dale Mitchell, Head of Fujitsu Americas Sales Operations, Enablement and Digital Transformation, and Nancy Nardin to learn how Fujitsu America is shattering siloes to transform their Account Planning program. Gain deeper insight required to uncover untapped areas for revenue growth.

Digital Transformation 43

Digital Transformation Account Planning Client Relationships Digitalization 43

Revegy

APRIL 21, 2021

Account Planning & Execution : We can’t always be chasing the next new deal. Help Identify Key Stakeholders: In our recent webinar with Mark Sellers, author of Blind Spots , he points out that “titles don’t tell us everything. Make sure you are reinforcing the methods and strategies that you presented in your SKO.

Stakeholders 85

Stakeholders Account Planning Decision-making Leadership 85

Revegy

AUGUST 12, 2020

Account Intelligence is the Core of Customer Centricity. It is an ongoing effort that should be an integrated part of your client development and account planning strategy. Account planning is more than just a strategic exercise. Developing customer insights isn’t a one-time, static exercise.

Account Planning 69

Account Planning Account Management Stakeholders Client Development 69

Account Manager Tips

SEPTEMBER 29, 2020

It's extremely powerful How to use it I've used Airtable to collect data using their forms feature , manage participants for training, created implementation and onboarding plans, account plans and more recently a crisis management plan below to help key account managers focus on what's important to their clients during the global pandemic. . (5)

Key Account Management 130

Key Account Management Account Management Management Onboarding 130

Revegy

JANUARY 5, 2021

SiriusDecisions defines account-based models , or account management, as representations of a strategic approach that align resources against a set of defined accounts and goals in a way that is relevant and valuable to those accounts and to sales/partners. Strategic Account Management. methodology) in all regions.

Account Management 52

Account Management Global Accounts Management Account Planning 52

Account Management Skills

AUGUST 24, 2021

So think strategically about the customer, which can also mean that we are building account plans, for example, we’re looking at the org chart to understand who’s who are the relationship map, who’s who within the organisation. And you ran a webinar, I think it was packed full of value. Alex 19:31.

Account Management 98

Account Management Management Account Planning Co-Creation 98

SBI

NOVEMBER 10, 2020

We empower our customers to increase visibility into those accounts, enabling sellers to deliver more value and proactively solve problems… which inevitably grows revenue and wallet share. Smart Selling Tools recently hosted a webinar with our customer, Genesys. Their favorite feature is the customer strategy map.

Account Planning 70

Account Planning Customer Experience Account Management Organization 70

SBI

JULY 15, 2021

Your account team needs to have a common understand of an account or opportunity – the key stakeholders, their goals, and company objectives. This requires collaboration and a well-documented account plan. . Account Visibility = Agility.

Procurement 57

Procurement Sales Account Planning Stakeholders 57

Quip

SEPTEMBER 22, 2020

We also use Quip to collaborate with our marketing team for event planning, and with the Marketing Cloud Live App to preview and give feedback on emails directly. The next phase will be to validate whether we can bring our account planning and sales processes into Quip. CRM is now available at a one-stop shop.

Communication 52

Communication Supply Chain Account Planning eCommerce 52

Revegy

APRIL 21, 2021

Account Planning & Execution : We can’t always be chasing the next new deal. Help Identify Key Stakeholders: In our recent webinar with Mark Sellers, author of Blindspots , he points out that “titles don’t tell us everything. Make sure you are reinforcing the methods and strategies that you presented in your SKO.

Stakeholders 59

Stakeholders Account Planning Decision-making Leadership 59

DemandFarm

AUGUST 31, 2023

Customer success teams are investing heavily in webinars, tutorials and other resources that help customers fully understand the features of offerings. Masterclass by Forrester Principal Analyst Anthony McPartlin: Why companies fail with key account management? There is a need for a cohesive approach to account planning.

Key Account Management 52

Key Account Management Account Management Customer Success Management 52

ProlifIQ

OCTOBER 21, 2021

A little planning goes a long way. Sign up for our webinar on October 27, and get ready to put what you learned into action right away. The post What Is Opportunity Planning? It doesn’t have to be complicated – in fact, it shouldn’t be. Want to learn more about shortening your sales cycle by 25%?

Sales 98

Sales Key Account Management Banking CRM 98

SBI

APRIL 17, 2019

Revegy is the pioneer in sales and account planning technology for complex enterprise sales organizations, and delivers a codified framework that empowers teams to think critically and strategically about revenue opportunities. Resources All Awards & Recognition Blog Article Industry News Interview Video Video Reviews Webinars.

Account Planning 31

Account Planning Account Management Leadership Software 31

SBI Growth

FEBRUARY 5, 2014

In a recent webinar , Erik noted that: "The total outlay for Incentive Compensation in the U.S. Here’s the two step process to that Managers and Reps follow in the first month: Step One : Complete a Territory Account Plan. Step Two : Calculate personal income based on executing the Territory Account Plan.

Advertising 48

Advertising Sales Account Planning Decision-making 48

SBI

SEPTEMBER 27, 2019

Resources All Awards & Recognition Blog Article Funding & Acquisitions Industry News Interview Video Video Reviews Webinars. Revegy, a leading provider of account revenue optimization technology, and FinListics, a company that helps B2B sellers analyze and speak to the financial performance of. Account Planning.

Artificial Intelligence 34

Artificial Intelligence Account Planning Onboarding Profitability 34

SBI

AUGUST 1, 2019

Revegy, a leading sales platform for key account planning, enables companies to visualize what’s going on inside their largest accounts by mapping people, priorities and progress. Closing the gap between CRM and sales methodology programs, Revegy provides powerful visual solutions for account, opportunity and portfolio planning.

Account Planning 34

Account Planning Account Management B2B CRM 34

SBI

MAY 7, 2019

Resources All Awards & Recognition Blog Article Industry News Interview Video Video Reviews Webinars. Revegy, a leading provider of strategic account management technology, is proud to announce the addition of David Keil to its Board of Directors. Account Planning. It offers a key account planning and.

Account Planning 33

Account Planning Acquisition Leadership Customer Success 33

SBI

DECEMBER 9, 2019

Visit www.smartsellingtools.com to get access to free webinars, guides, podcasts, reports, and other high-value resources to stay up to date on sales software. Resources All Awards & Recognition Blog Article Funding & Acquisitions Industry News Interview Video Video Reviews Webinars. Account Planning.

Account Planning 26

Account Planning Software Software Acquisition 26

ProlifIQ

APRIL 20, 2023

This can include a prospect attending multiple webinars, looking at several product pages, pricing, or requesting a demo. A prospect who attends a webinar and visits your pricing and product pages may need some hand-holding. Make sure that the team is building a lead generation strategy to acquire more of the best-fit accounts.

Sales 52

Sales Prioritization Account Planning Decision-making 52

SBI

SEPTEMBER 17, 2019

Resources All Awards & Recognition Blog Article Funding & Acquisitions Industry News Interview Video Video Reviews Webinars. Revegy, a leading provider of account revenue optimization technology, and FinListics, a company that helps B2B sellers analyze and speak to the financial performance of. Account Planning.

Account Planning 33

Account Planning Sales CRM Sales Technology 33

Arpedio

NOVEMBER 6, 2023

Omnichannel engagement The future of account-based selling will be marked by a seamless and consistent omnichannel experience for target accounts. Rather than relying on a single channel, businesses will continue to integrate various touchpoints, including email, social media, webinars, content marketing, and more.

Artificial Intelligence 52

Artificial Intelligence Decision-making Client Relationships Media 52

SBI

APRIL 29, 2019

ATLANTA, April 29, 2019 (Newswire.com)- Revegy , a leading provider of account planning technology, updated its software user interface (UI). Revegy, a leading sales platform for key account planning, enables companies to visualize what’s going on inside their largest accounts by mapping people, priorities and progress.

Account Planning 31

Account Planning Client Relationships Software Software 31

SBI

AUGUST 2, 2019

Revegy, a leading sales platform for key account planning, enables companies to visualize what’s going on inside their largest accounts by mapping people, priorities and progress. Closing the gap between CRM and sales methodology programs, Revegy provides powerful visual solutions for account, opportunity and portfolio planning.

Account Planning 32

Account Planning Account Management CRM B2B 32

SBI

SEPTEMBER 27, 2019

Resources All Awards & Recognition Blog Article Funding & Acquisitions Industry News Interview Video Video Reviews Webinars. Revegy, a leading provider of account revenue optimization technology, and FinListics, a company that helps B2B sellers analyze and speak to the financial performance of. Account Planning.

B2B 32

B2B Account Planning Sales CRM 32

SBI

JULY 25, 2019

Resources All Awards & Recognition Blog Article Industry News Interview Video Video Reviews Webinars. Revegy, a leading provider of strategic account management technology, is proud to announce the addition of David Keil to its Board of Directors. Account Planning. It offers a key account planning and.

Acquisition 31

Acquisition Co-Creation Marketing Account Planning 31

SBI

JANUARY 14, 2020

Resources All Awards & Recognition Blog Article Funding & Acquisitions Industry News Interview Video Video Reviews Webinars. Account Planning. Revegy, the enterprise account planning platform for revenue optimization, rolled out two new features in its Fall Release: Whitespace+ and Contacts+. Industry News.

Account Planning 26

Account Planning Sales Artificial Intelligence Onboarding 26

SBI

OCTOBER 16, 2012

The Art and Science of Account Planning. Click to get Nancy’s What & When weekly digest with invitations to complimentary webinars and informative publications. Performance Drivers: Trends and Solutions to Help Your Team Win. Using Social Proximity to Improve Sales Productivity. Nancy can be reached at 916-596-3035.

Marketing 52

Marketing Procurement Sales B2B 52

SBI

NOVEMBER 13, 2019

Resources All Awards & Recognition Blog Article Funding & Acquisitions Industry News Interview Video Video Reviews Webinars. Account Planning. Revegy, the enterprise account planning platform for revenue optimization, rolled out two new features in its Fall Release: Whitespace+ and Contacts+. Industry News.

Account Planning 24

Account Planning Sales Sales Management Acquisition 24