Arpedio

JANUARY 5, 2024

In the competitive landscape of today’s market, understanding the trifecta of sales targets , business strategy , and client dynamics can propel a sales team’s success exponentially. Let us delve into the specifics that underscore the potency of a carefully crafted account strategy.

Account Planning 52

Account Planning Value Proposition Account Management Sales 52

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

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

SBI

APRIL 4, 2018

Salespeople can be over 50% more productive when building and refreshing account plans. By building them natively in Salesforce, and not using off-line documents, the need for double-keying is reduced. 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

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

ProlifIQ

JUNE 21, 2023

How does a strategic plan differ from a key account strategy? A strategic plan is a high-level roadmap that outlines the overall direction, goals, and strategies of an organization. It encompasses various aspects of the business and serves as a guiding document for decision-making and resource allocation.

Account Management 52

Account Management Management Account Planning Stakeholders 52

Arpedio

MARCH 26, 2024

Documenting Best Practices and Lessons Learned Case Studies: Document successful pre-sales engagements as case studies , highlighting key challenges, strategies, and outcomes to serve as learning resources for the pre-sales team.

Value Proposition 52

Value Proposition Prioritization Sales Organization 52

ClearPoint Strategy

FEBRUARY 11, 2022

A strategy review meeting could’ve helped the company avoid this mess. Improving transparency and accountability. Strategy review meetings keep leadership informed of what is going on within every level of the organization. Teach or brief all participants on what strategy review meetings are and what they are not.

Meetings 98

Meetings Decision-making Leadership Facilitation 98

Arpedio

AUGUST 24, 2022

Based on an assessment, a key account plan reaffirms sales and account management best practice while coaching sales reps and account managers to add best practice tactics to their overall sales or account strategy. Clear and priority driven opportunity management.

Account Planning 52

Account Planning Account Development Management Account Management 52

SmartKarrot

JULY 8, 2022

Build out and maintain a collaborative account strategy for your customer portfolio. Understand and document how each customer uses Ivans’ solutions, identifying what else they could be doing to maximize their return on investment. Take the lead on the US customer portfolio and services operations.

Customer Success 19

Customer Success Insurance Onboarding Government 19

SmartKarrot

OCTOBER 13, 2022

Track customer activity in internal systems in order to execute on account strategy and identify additional opportunities. You document any processes or issues, and providing feedback or suggestions to the internal team for improvements.

Customer Success 19

Customer Success Client Relationships Facilitation Account Strategy 19

SmartKarrot

NOVEMBER 17, 2022

Measure, track, analyze and report key account metrics. Ensure internal alignment on account strategy by partnering with cross-functional teams to develop and execute account plans that result in customer references, retention and account growth. Analyzing industry and market trends.

Customer Success 19

Customer Success Account Growth Customer Experience Account Planning 19

SmartKarrot

JUNE 29, 2022

Facilitate account renewals & negotiations and promote customer priorities, strategic initiatives, & operational goals. Manage account strategies and nurture relationships, while building strong relationships & delivering exceptional outcomes for the customers. Serve as a point of escalation for high-value customers.

Customer Success 3

Customer Success Negotiation Facilitation Digitalization 3

SmartKarrot

APRIL 18, 2022

Accurately document client interactions while adhering to varying service levels across advertisers. Work alongside the Account Strategy team to help deliver quantitative and qualitative strategic insights for advertising partners. Provide first-level troubleshooting for Criteo products and features.

Customer Success 19

Customer Success Advertising Finance Account Strategy 19

SmartKarrot

MAY 31, 2022

Accurately document client interactions while adhering to varying service levels across advertisers. Work alongside the Account Strategy team to help deliver quantitative and qualitative strategic insights for advertising partners. Provide first-level troubleshooting for Criteo products and features.

Customer Success 3

Customer Success Advertising Onboarding Account Strategy 3

SmartKarrot

AUGUST 10, 2021

Apply here: [link] Role: Customer Success Manager, Emerging Location: Sydney, New South Wales, Australia Organization: Procore Technologies As a Customer Success Manager, you will gain a strong understanding of best practices relevant to retaining and growing accounts within a personal portfolio while mitigating risk.

Customer Success 17

Customer Success Onboarding Account Strategy Prioritization 17

Cosawi

FEBRUARY 27, 2023

In today’s data- and technology-rich environment, marketing needs to be strategic, outside-in and a source of value in co-orchestrating the account strategy and value offering. Strategic Account Management is a team sport.

Marketing 52

Marketing Suppliers Account Planning Investors 52

SmartKarrot

MAY 10, 2021

Lead account strategy in generating and developing business growth opportunities, working collaboratively with leaders, and Product. Maintain clear and updated documentation on all information gathered to ensure the rest of the team is enabled to operate efficiently.

Customer Success 10

Customer Success Onboarding Negotiation Account Strategy 10

Jermaine Edwards

NOVEMBER 25, 2021

The purpose will be to share specific insights and validate areas of value you’ve already documented that may or may not be important to helping each contact in their role and department. Document and move on The questions below are guidelines to stimulate your thinking about what would be useful to reflect on or ask: 1.

Stakeholders 130

Stakeholders Shareholders Decision-making Key Account Management 130

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

ProlifIQ

FEBRUARY 27, 2025

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. When your account strategy lives where your team already works, everything just flows: All account planning in one place No more jumping between tools.

Account Planning 52

Account Planning Stakeholders Decision-making CRM 52

DemandFarm

FEBRUARY 26, 2025

AI will anticipate relationship trajectories based on historical patterns, predicting whether an account is strengthening, weakening, or at risk, allowing account teams to course-correct. The Death of The Static Account Plan For decades, account plans have been treated as strategic roadmaps for growth. The problem?

Key Account Management 52

Key Account Management Account Planning Account Management Procurement 52

DemandFarm

FEBRUARY 26, 2025

AI will anticipate relationship trajectories based on historical patterns, predicting whether an account is strengthening, weakening, or at risk, allowing account teams to course-correct. The Death of The Static Account Plan For decades, account plans have been treated as strategic roadmaps for growth. The problem?

Key Account Management 52

Key Account Management Account Planning Account Management Procurement 52

DemandFarm

FEBRUARY 25, 2025

AI will anticipate relationship trajectories based on historical patterns, predicting whether an account is strengthening, weakening, or at risk, allowing account teams to course-correct. The Death of The Static Account Plan For decades, account plans have been treated as strategic roadmaps for growth. The problem?

Key Account Management 52

Key Account Management Account Management Management Account Planning 52