Upland

FEBRUARY 3, 2023

Most importantly, they source information from supporters who can offer information they won’t find in their CRM. To glean this information, sellers must ask the right questions. How will this relationship last, and what do you need to ensure your solution stays intact through ups and downs in the economy or leadership changes?

Account Strategy 195

Account Strategy Stakeholders B2B Decision-making 195

Hubspot Sales

MARCH 18, 2019

As professional services firm BTS points out , key account programs often lead to increased costs and lower margins. But if you use the right key account strategy, you'll reap greater sales volume and long-lasting strategic relationships. The Benefits of Key Account Management. Do you have the capacity?

Key Account Management 143

Key Account Management Account Management Management Account Strategy 143

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

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

Jermaine Edwards

MAY 18, 2020

When you think about customer relationship management, customer growth, customer success do you immediately think LEADERSHIP ? Although intuitively we may think in terms of leading in our roles, the act of developing leadership based skills hasn’t been a focus in the area of account management and customer serving professionals.

Key Account Management 130

Key Account Management Account Management Decision-making Leadership 130

Jermaine Edwards

MAY 18, 2020

When you think about customer relationship management, customer growth, customer success do you immediately think LEADERSHIP ? Although intuitively we may think in terms of leading in our roles, the act of developing leadership based skills hasn’t been a focus in the area of account management and customer serving professionals.

Key Account Management 130

Key Account Management Account Management Decision-making Leadership 130

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