Mike Kunkle

APRIL 8, 2023

(Although, in complex B2B opportunities, especially with longer sales cycles, qualification – like discovery – may be ongoing, because new stakeholders are introduced, others leave, budgets shift, and in general, things change.) They should be well documented in your CRM, preferably with a scoring system.

B2B 243

B2B Sales Decision-making Stakeholders 243

ProlifIQ

OCTOBER 30, 2024

With kam techology , you can: Centralize Account Information : Make sure the critical information about an account is clean and in one place. Capabilities of KAM Technology Solutions That A Company Needs Map out stakeholders by location, business unit, or job function.

Key Account Management 52

Key Account Management Stakeholders Account Planning Account Management 52

Hubspot Sales

MARCH 13, 2025

Projecting a sales cycle ahead of time gives sellers a better chance of making their numbers. On top of that, B2B buyers are wary of sellers trying to influence their decisions. If sellers can articulate benefits and discuss how the companys financial picture can improve, the chances of making sales are higher.

Meetings 95

Meetings Sales Stakeholders Decision-making 95

Upland

SEPTEMBER 1, 2023

Guided selling is a modern sales approach that combines technology, data analytics, and personalized interactions to assist customers in making well-informed purchasing decisions. This enables them to work faster, engage buyers more effectively, and make better decisions.

Decision-making 195

Decision-making Stakeholders Customer Experience CRM 195

Upland

FEBRUARY 3, 2023

Relationship mapping refers to the process of outlining the inner workings of an organization – the decision makers, influence, and political structure – to ascertain the path of least resistance to building meaningful relationships with stakeholders. What drives the relationship between two important stakeholders?

Account Strategy 195

Account Strategy Stakeholders B2B Decision-making 195

Miller Heiman Group

APRIL 9, 2019

According to CSO Insights research , only 29 percent of organizations report being effective at using a formal process for account engagement and development of relationships with key stakeholders. When managing large accounts, many sales teams struggle to access diverse stakeholders. Develop a Situation Appraisal.

Stakeholders 92

Stakeholders Value Proposition Decision-making Account Management 92

Strategic Account Management Association

FEBRUARY 3, 2022

It’s how faithfully (and effectively) we execute on these principles that makes the difference. How are we making this information visible within our own organization so that we can function as a cohesive revenue team? Most importantly, they source information from supporters who can offer information they won’t find in their CRM.

Account Planning 400

Account Planning Supply Chain Prioritization Digital Transformation 400

ProlifIQ

NOVEMBER 7, 2024

Salesforce Account Plans – Using Your CRM To Drive Strategy Salesforce account plans are a powerful feature within the Salesforce ecosystem, designed to streamline and enhance strategic account planning for B2B sales and account management professionals. Loading contacts into a map is simple.

Account Planning 52

Account Planning Account Management Decision-making CRM 52

DemandFarm

NOVEMBER 22, 2024

Relationship Intelligence and Stakeholder Knowledge The best account managers know business is personal. They create trust-based connections by mapping out and understanding key stakeholders, tracking team shifts, and staying updated on client organization changes. Core Traits of High-Performing Account Managers 1.Relationship

Key Account Management 52

Key Account Management Account Management Management Stakeholders 52

Insightly

MAY 20, 2022

What is a CRM strategy? A customer relationship management (CRM) strategy is the specific, documented way in which your employees work together within your chosen CRM platform to serve customers and potential customers and elevate the overall customer experience. Why do you need a CRM strategy? Map your customers journey.

CRM 98

CRM Leadership Customer Experience Decision-making 98

Nutshell

SEPTEMBER 18, 2024

Navigating the complexities of B2B sales, especially with high-value enterprise deals and multiple stakeholders, can be challenging. The Miller Heiman blue sheet The Miller Heiman sales process and CRM software What is the Miller Heiman sales process? Build relationships and maintain clear communication with all relevant stakeholders.

Stakeholders 126

Stakeholders Sales CRM Value Proposition 126

Insightly

DECEMBER 23, 2021

A Customer Relationship Management (CRM) system is the nerve center of all your customer-facing operations. CRM systems facilitate frictionless transitions from leads to prospects to customers by mapping customer relationships. A CRM solution is an essential part of your company’s digital transformation. Define your CRM needs.

CRM 90

CRM Software Software Facilitation 90

Account Manager Tips

OCTOBER 11, 2021

You need to take charge, make decisions and set goals for your customers so they can achieve success. What changes should we make? How do we make changes? Not focused on the customer The biggest mistake you can make with clients is to put your needs first. A meeting minutes template makes notes easier to read.

Account Management 246

Account Management Key Account Management Management Suppliers 246

Nutshell

JANUARY 30, 2025

However, many marketing departments struggle to define their key performance indicators (KPIs) or establish effective analytics tracking, which can make their marketing reports less useful. A professional and efficient marketing report gives you the power to make the right decisions for your business, driving the best results.

Marketing 83

Marketing Media Decision-making Digitalization 83

Apptivo

MARCH 29, 2022

What is a CRM system? A CRM system essentially provides a centralized platform where businesses can store customer and prospect data, track customer interactions, and share this information with colleagues. CRM offers a wide range of benefits for businesses. What are the 10 most common mistakes while implementing a CRM system?

CRM 98

CRM Software Software Decision-making 98

Hubspot Sales

FEBRUARY 21, 2025

I typically spend two weeks developing my list, making sure each company genuinely needs what I offer and has the potential for a long-term partnership. Map decision-makers within each account. Understanding the decision-making landscape within each target account helps you direct your energy toward building the right relationships.

Value Proposition 52

Value Proposition Stakeholders Decision-making Prioritization 52

Arpedio

MARCH 12, 2025

Sales teams frequently store critical information in spreadsheets , emails, or isolated CRM instances, making it difficult to access a unified view of an account. Decision-making becomes reactive rather than strategic, as sales professionals are forced to rely on outdated or inconsistent data.

Stakeholders 52

Stakeholders Decision-making Government Account Planning 52

Nutshell

JANUARY 2, 2025

Customer relationship management (CRM) system Computer-aided design (CAD) software Building information modeling (BIM) software Rendering software for architects Architecture accounting software Document management tools for architects Architect business suite software Image editing software for architects Which CRM has the features you need?

Software 62

Software Software CRM Construction 62

Upland

OCTOBER 13, 2020

It makes for compelling TV, but this kind of relationship mapping is also a powerful tool in B2B sales — particularly when you start selling to larger accounts. The real power lies in understanding the relationships between the cast of characters, allowing you to navigate to and influence decision-makers.

Decision-making 195

Decision-making B2B Organization Stakeholders 195

Nutshell

JUNE 22, 2019

The inertia of “the way we’ve always done things” can trip up the implementation of a new CRM , and a team’s familiarity with a software platform (even one that they all complain about! ) can make them resist adopting one that better suits their needs. Whatever the need, communicate it clearly.

CRM 93

CRM Software Software Decision-making 93

Hubspot Sales

SEPTEMBER 22, 2020

Sales leaders are increasingly making critical decisions based on metrics, not observations. The CRM solutions that dominate today's market are bursting at the seams with counter-intuitive features, leaving busy salespeople with a seemingly endless list of tools to learn in an already bloated platform.

Software 126

Software Software CRM Stakeholders 126

Hubspot Sales

NOVEMBER 18, 2020

61% of over-performing leaders use their CRM to automate parts of their sales process , vs. 46% of underperforming leaders. The top data insights sales leaders use for decision-making are forecasting data, rep productivity data, and team performance to quota. Sales Performance. Did any of these data points surprise you?

Sales Leadership 142

Sales Leadership Leadership Sales B2B 142

DemandFarm

JANUARY 12, 2025

But it also demands precise account planning, strategic execution, data-driven decision-making, and seamless cross-functional collaboration. Centralized Data : RevOps consolidates data across teams, creating a single source of truth to inform strategies and enhance decision-making.

Key Account Management 52

Key Account Management Account Management Decision-making Prioritization 52

Hubspot Sales

DECEMBER 1, 2020

After discussion topics and meeting expectations have been defined and shared with guests, an agenda can serve as a guide and outline for meeting notes and the documentation of decisions. When building an agenda, make it actionable by including questions the team needs to answer. If a decision was made in a meeting, write it down.

Meetings 143

Meetings Decision-making Stakeholders Sales 143

DemandFarm

DECEMBER 27, 2024

Account Profiling Helps you get a 360-degree view of your accounts, including revenue streams, stakeholder hierarchies, and business units. Relationship Mapping Visualize stakeholder connections and influence within an organization. Tools to send InMail directly to decision-makers. Heres how DemandFarm works: 1.

Key Account Management 52

Key Account Management Stakeholders Sales Account Planning 52

Hubspot Sales

FEBRUARY 13, 2025

Clarify the steps and stakeholders involved in decision-making. In fact, 88% of buyers say theyll only make a purchase if they see the salesperson as a trusted advisor. Thats the vibe SPICED helps you deliver insightful, credible, and just bold enough to make an impact. Critical Event.

Decision-making 52

Decision-making Sales Prioritization CRM 52

DemandFarm

DECEMBER 12, 2024

Decision-makers switched roles faster than you could update your CRM. Psst Case in point, nearly 4 in 10 decision-makers change roles every year. 2024 brought its share of wins, misses, and lessons like you were in speed-dating with stakeholders. Champions turned into detractors (and vice versa).

Key Account Management 52

Key Account Management Account Management Stakeholders Account Planning 52

Arpedio

JANUARY 22, 2025

More precisely, technology solutions for ABS should provide the tools needed to identify, engage, and close deals with high-value accounts, ranging from Customer Relationship Management (CRM) systems to advanced analytics and automation tools. CRM for ABS A robust CRM system is the backbone of any ABS strategy.

Decision-making 52

Decision-making CRM Account Planning Prioritization 52

Hubspot Sales

NOVEMBER 22, 2023

It's a CRM (or Customer Relationship Management Platform). Even if you don't use HubSpot, you probably use some type of CRM. Below we'll delve into why CRMs are an important sales tool, using data from our State of Sales Report, as well as how they can revolutionize your sales strategy. It's not that new or hard to access.

CRM 116

CRM Decision-making Sales B2C 116

SuperOffice

DECEMBER 21, 2021

CRM system is one of the most critical tools businesses can use to drive sales and improve customer service. But for businesses in construction, IT and manufacturing, there are additional aspects of CRM that can make daily tasks simple. However, companies are slowly (but surely) adopting robust CRM systems. CRM for IT.

Construction 75

Construction Manufacturing CRM Supply Chain 75

Upland

APRIL 20, 2023

To make this easier, great sales teams set clear goals, KPIs, and adjust when needed to better fit their always-evolving account management strategy. There are many benefits to account management that make the significant investment in resources worth it. Account management takes a ton of time and resources to get right.

Account Management 195

Account Management Management Account Planning Decision-making 195

Hubspot Sales

JANUARY 23, 2018

Integrate Sales Navigator with your CRM. LinkedIn has partnered with several CRM providers HubSpot, Microsoft Dynamics, Salesforce, Zoho, and Infor to bring profile details and shared connections from Sales Navigator experience into your CRM. Using another CRM, or not using one at all? Set up the sync now. Intermediate.

CRM 145

CRM Sales eCommerce Decision-making 145

Hubspot Sales

JULY 9, 2018

You only have one chance to make a first -- and possibly only -- impression. Use HubSpot’s CRM and LinkedIn Sales Navigator. Regardless, there are appropriate ways to access a person’s email address that won’t make your skin crawl. Use HubSpot’s CRM and LinkedIn Sales Navigator. People love to help other people.

Manufacturing 111

Manufacturing Stakeholders CRM Decision-making 111

DemandFarm

NOVEMBER 27, 2024

Case Study Example: Consider a B2B tech company that adopts RevOps and integrates its CRM system across departments. Key accounts often contribute significantly to revenue, making real-time insights into customer health, segmentation, and engagement vital.

Artificial Intelligence 40

Artificial Intelligence Key Account Management Decision-making Account Growth 40

Hubspot Sales

AUGUST 26, 2020

Your marketers and salespeople pinpoint vital stakeholders within the target company. Executives at your firm may also interact personally with critical stakeholders of the target account. What our summary should make clear, though, is the importance of data to the process. Who the decision-makers are at each company.

Stakeholders 138

Stakeholders B2B Decision-making Sales Environment 138

Nutshell

JULY 7, 2023

When you integrate your CRM with your other software tools, you can more easily sync your data, automate your workflows, and collaborate across teams. CRM integrations enable you to optimize your tech stack so your team can accomplish great things. What are CRM integrations? Why are CRM integrations important?

CRM 62

CRM Software Software Facilitation 62

Hubspot Sales

MAY 17, 2018

It could be extra clicks to find a prospect’s email, unnecessary fields to enter in your CRM (because Marketing told you to), or additional calls you need to make because your first few prospects never answered. E-signing makes it easy to conduct business from where your consumers are -- on mobile. We live and breathe mobile.

Decision-making 111

Decision-making Stakeholders CRM Digitalization 111