Revegy

OCTOBER 16, 2018

CRMs do not capture the picture needed for a comprehensive key account management process. CRM treats all accounts the same – even though some are far more important than others. Enterprises put key accounts… along with 55K+ other accounts… into CRM systems. appeared first on Revegy, Inc.

Key Account Management 40

Key Account Management Account Management CRM Management 40

SalesPop

MARCH 19, 2021

Interestingly, with the advent of SaaS businesses, the focus has turned almost exclusively to methods for reducing churn rates (the rate at which customers drop off), instead of real account planning. This is so true that Pipeliner CRM is one of very few CRM solutions that empower real account management, without an additional module.

Account Planning 98

Account Planning Energy and Utilities Account Management CRM 98

DemandFarm

APRIL 1, 2025

An organizational chart (org chart) integrated with your CRM helps visualize all the decision-makers, influencers, and gatekeepers in one place. This visual map of relationships lets you track each stakeholders influence and sentiment, identify champions vs. detractors, and plan your account strategy accordingly.

Key Account Management 52

Key Account Management Account Management Stakeholders Account Planning 52

Arpedio

JANUARY 4, 2024

In the competitive world of B2B sales, harnessing the power of an effective account mapping strategy is key to sales optimization and revenue growth. As businesses vie for market dominance, an articulate account strategy empowers organizations to deepen customer relationships and scale their operations effectively.

Sales 52

Sales B2B Decision-making CRM 52

Brooks Group

DECEMBER 27, 2022

Reps could be making prospecting calls, sales calls, performing account reviews, calling to upsell/cross-sell, or simply reaching out because the contact appeared on a “Not Contacted” report within the CRM. . Do more with your CRM. Once you have a clear selling system in place, put those benchmarks as stages in your CRM.

Sales 95

Sales Sales Leadership Leadership CRM 95

PandaDoc

APRIL 21, 2023

Accurate identification will help you avoid rashly categorizing tail accounts as having strategic value. While it may seem like it from an altruistic perspective, treating all accounts fairly isn’t actually a viable key account strategy and doesn’t guarantee a successful relationship with your top portfolios.

Key Account Management 52

Key Account Management Account Management Management Prioritization 52

Hubspot Sales

JULY 1, 2019

Your CRM holds a wealth of information about your ideal customers. Review your closed-won accounts, most profitable accounts, least likely to churn, and so on. Single out the characteristics of companies that are likeliest to close, including: Industry, market, and vertical(s). Number of employees. Financial performance.

Stakeholders 100

Stakeholders Sales Finance Decision-making 100

Jermaine Edwards

MAY 18, 2020

This will allow you to get a full view, along with any CRM or technology you use, of the varying perspectives and insights of the customer from different departments. If you truly want to deliver unrivalled value to your customer’s you must tap into the collective genius of your company.

Key Account Management 130

Key Account Management Account Management Decision-making Leadership 130

Jermaine Edwards

MAY 18, 2020

This will allow you to get a full view, along with any CRM or technology you use, of the varying perspectives and insights of the customer from different departments. If you truly want to deliver unrivalled value to your customer’s you must tap into the collective genius of your company.

Key Account Management 130

Key Account Management Account Management Decision-making Leadership 130

SBI

APRIL 4, 2018

We help B2B companies to significantly lift sales team productivity by focusing their efforts on the activities that advance an account relationship or opportunity position. Only 18% of B2B companies we asked recently were happy with the quality of their account strategies for their most important customers.

B2B 20

B2B Sales Decision-making Account Planning 20

ProlifIQ

NOVEMBER 9, 2022

According to Forrester, “While product and company messaging can be generic, your account strategy and go-to-market plans should be highly account-specific.” This should include a customer relationship management (CRM) system, an account planning tool , sales engagement software, or a marketing automation tool.

Leadership 52

Leadership Account Planning Sales Leadership Stakeholders 52

SBI

MAY 8, 2012

It is vital not only to identify account goals at the beginning of the year, but to re-evaluate these goals periodically (spring is a good time!). Plan2Win software helps salespeople like you develop territory and account strategies. How can you alter, or refocus your sales plan accordingly to optimize your efforts?

Account Strategy 33

Account Strategy Sales Finance Communication 33

Revegy

JULY 17, 2018

A good strategic account program requires a clear understanding of the customer’s internal structure, personnel and decision-making process, including the buying centers with responsibility for initiatives and budgets.

Account Planning 40

Account Planning Suppliers Profitability Decision-making 40

ProlifIQ

OCTOBER 4, 2023

This strategy forms the foundation of your approach to managing and developing relationships with your most important accounts. Customer Segmentation One of the first steps in crafting your account strategy is customer segmentation. It lays out a detailed plan for each key account.

Account Management 52

Account Management Management Account Planning Key Account Management 52

DemandFarm

JULY 26, 2023

Deeper Understanding of Customer Needs and Objectives Understanding your customers is crucial at all stages of strategic account management. Data is analyzed from sources like CRM systems, website interactions, and social media to arrive at a deeper understanding of your customers, needs and goals.

Key Account Management 40

Key Account Management Account Management Digitalization Management 40

Arpedio

MARCH 26, 2024

Let’s explore how organizations can leverage technology to streamline pre-sales processes and drive better outcomes: Utilizing Customer Relationship Management (CRM) Systems Lead Management: CRM systems allow organizations to centralize and manage leads effectively, tracking interactions, status changes, and follow-up activities.

Value Proposition 52

Value Proposition Prioritization Sales Organization 52

SBI

AUGUST 7, 2018

They also found that only 18% of B2B companies were happy with the quality of their account strategies for their most important customers. AccountPlan helps salespeople to accelerate their engagement strategy and DealSheet creates a focused deal strategy that can help to shorten sales cycles.

Digitalization 38

Digitalization B2B Sales Leadership Account Strategy 38

SmartKarrot

APRIL 7, 2023

This covers CRM track-and-react reporting. Do buyer research to find important account growth prospects. Create and implement account strategies to increase sales and satisfy customers. A thorough knowledge of how to use the features and procedures of CRM.

Customer Success 19

Customer Success Value Proposition Account Growth Acquisition 19

SmartKarrot

APRIL 7, 2023

This covers CRM track-and-react reporting. Do buyer research to find important account growth prospects. Create and implement account strategies to increase sales and satisfy customers. A thorough knowledge of how to use the features and procedures of CRM.

Customer Success 19

Customer Success Value Proposition Account Growth Acquisition 19

SmartKarrot

APRIL 18, 2022

Work alongside the Account Strategy team to help deliver quantitative and qualitative strategic insights for advertising partners. Working with partner teams (Technical Solutions, Data Analytics, Creative Services) to support account strategists in providing exceptional service at scale.

Customer Success 19

Customer Success Advertising Finance Account Strategy 19

SmartKarrot

MAY 31, 2022

Work alongside the Account Strategy team to help deliver quantitative and qualitative strategic insights for advertising partners. Working with partner teams (Technical Solutions, Data Analytics, Creative Services) to support account strategists in providing exceptional service at scale.

Customer Success 3

Customer Success Advertising Onboarding Account Strategy 3

SBI

OCTOBER 22, 2019

“Innovative” companies that embrace technological change may try to mash sales enablement tools together to try and DIY a viable solution to account planning but they continue to fail. Until Revegy, there wasn’t a platform built specifically for key account strategies.

Account Planning 23

Account Planning Key Account Management Account Management Sales 23

SmartKarrot

AUGUST 4, 2021

Participate in detailed account strategy in generating and developing business growth opportunities, working cross-functionally with multiple lines of business including Home Buying Journey offerings, maximizing business impact and opening up opportunities with large enterprise customers. Increase the ROI customers get from Veeva CRM.

Customer Success 10

Customer Success Onboarding CRM Stakeholders 10

SmartKarrot

APRIL 7, 2021

Role: Customer Success Director (South) Location: Boulder, CO, US Organization: Uplight As a Customer Success Director, you will collaborate with senior executives on account strategy and delivery. Meet/exceed your accounts’ annual sales target to support Uplight in reaching its goals, while being well rewarded for your efforts.

Customer Success 10

Customer Success Account Strategy Stakeholders Leadership 10

SmartKarrot

MAY 28, 2021

Role: Customer Success Director Location: Home, KS, US Organization: Acoustic As a Customer Success Director, you will develop account strategies in accordance with overall Acoustic GTM motions and customer business objectives. A continuous approach to actively growing the community of customers.

Customer Success 10

Customer Success Logistics Customer Experience Account Strategy 10

Upland

MARCH 19, 2021

Most sales reviews and account summaries lack a standard way to capture potential pipeline or whitespace opportunity, much less capturing customer needs and pain points. Giving visibility to and measuring whitespace opportunities is the first step to developing an account strategy to unlock more revenue in your key customer accounts.

Account Planning 195

Account Planning B2B Sales Sales Environment 195

Hubspot Sales

MAY 19, 2020

They’d be wise to identify and target these brand-name companies with a bespoke account strategy. As a company grows, they may need brand-name logos on their website or brands that are well known in a particular industry/market. Wake the dead : A closed-lost deal need not be the end of a relationship.

Decision-making 119

Decision-making Management Acquisition Value Proposition 119

Jermaine Edwards

NOVEMBER 25, 2021

If you have an account planning CRM great but I’d still suggest writing it out so it’s clearer in your mind. The added benefit is getting internal buy-in early to the results of what you’re wanting to achieve with your customers.

Stakeholders 130

Stakeholders Shareholders Decision-making Key Account Management 130

ProlifIQ

FEBRUARY 27, 2025

With real-time relationship mapping, sales teams can navigate complex accounts with confidence, build stronger connections, and accelerate the sales cycle. Why Building Plans Where Your Reps Work From Makes Sense (CRM) Bringing account planning inside Salesforce eliminates the headaches of disconnected tools and outdated spreadsheets.

Account Planning 52

Account Planning Stakeholders Decision-making CRM 52

Arpedio

FEBRUARY 17, 2025

To sustain profitable growth, Sodexo recognized that it needed to combine its service excellence with a more structured, data-driven approach to account strategy. The shift to an account-based sales model enabled them to: Focus on high-value accounts while maintaining service quality.

Account Planning 52

Account Planning Prioritization Leadership Decision-making 52

DemandFarm

FEBRUARY 26, 2025

AI in account management is transforming beyond being a system of recordit is on the path to becoming an active participant in decision-making, operating at a level above traditional intelligence. Salesforce, the $340 billion titan of CRM, has made its move. AI assists in structuring account plans but does not yet drive strategy. 3.

Key Account Management 52

Key Account Management Account Planning Account Management Procurement 52

DemandFarm

FEBRUARY 26, 2025

AI in account management is transforming beyond being a system of recordit is on the path to becoming an active participant in decision-making, operating at a level above traditional intelligence. Salesforce, the $340 billion titan of CRM, has made its move. AI assists in structuring account plans but does not yet drive strategy. 3.

Key Account Management 52

Key Account Management Account Planning Account Management Procurement 52

DemandFarm

FEBRUARY 25, 2025

AI in account management is transforming beyond being a system of recordit is on the path to becoming an active participant in decision-making, operating at a level above traditional intelligence. Salesforce, the $340 billion titan of CRM, has made its move. AI assists in structuring account plans but does not yet drive strategy. 3.

Key Account Management 52

Key Account Management Account Management Management Account Planning 52