DemandFarm

MARCH 31, 2025

In the past, account managers spent significant time on manual tasks like logging customer interactions, scheduling meetings, updating CRM records, and manually tracking stakeholder engagement. Providing AI-driven insights into account health, whitespace opportunities, and stakeholder influence, enabling proactive decision-making.

Account Management 40

Account Management Key Account Management Management Account Planning 40

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

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.

Account Planning 52

Account Planning Account Management Decision-making CRM 52

Hubspot Sales

MARCH 13, 2025

B and C sales players typically initiate opportunities at low levels, view everyone as a buyer, lead with product, dont gain access to key stakeholders, fail to uncover business issues, and dont establish value with compelling costs vs. benefit analyses. Prioritize Communication. A revenue target isnt only the responsibility of sales.

Meetings 95

Meetings Sales Stakeholders Decision-making 95

DemandFarm

JANUARY 12, 2025

Evaluate the level of integration between your CRM, analytics, and other operational tools. Conducting a Structured Audit A comprehensive audit involves: Stakeholder Interviews : Gather insights from team leaders to identify pain points and alignment issues. Build a culture that prioritizes collective success over departmental silos.

Key Account Management 52

Key Account Management Account Management Decision-making Prioritization 52

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 like DemandFarm – Identify and map stakeholders across an organization.

Key Account Management 52

Key Account Management Stakeholders Sales Account Planning 52

SBI Growth

JANUARY 12, 2013

With limited time, how do you prioritize initiatives? They implemented the best new CRM system. CRM Data Integrity Issues - this client didn't reinforce process usage. Many customers in the CRM system only had 1 or 2 contacts listed. Integration into CRM – determine how the two systems will work together.

CRM 134

CRM Sales Leadership Stakeholders 134

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

DECEMBER 10, 2019

Honing in on the most valuable accounts and customer stakeholders has helped me accelerate B2B sales at each of these. You’ve mapped out the specifics of your ideal customer, the personal motivations of the stakeholders -- now where do you go from here? To focus your outreach on the right people, you have to prioritize.

Manufacturing 133

Manufacturing Media Prioritization Sales 133

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. Organizations that want to fully harness AI must prioritize data quality, break down silos, and ensure that all account information is centralized and accessible in real time.

Stakeholders 52

Stakeholders Decision-making Government Account Planning 52

Miller Heiman Group

NOVEMBER 19, 2020

When sales leaders use predictive analytics paired with a CRM , they’re more likely to guide sellers to success. But these kinds of insights are only as reliable as the quality of your data, which requires all sellers, even your top performers, to input accurate information into your CRM. Uncovering hidden stakeholders.

Sales Analytics 101

Sales Analytics CRM Stakeholders Sales 101

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

Nutshell

APRIL 11, 2023

You can use KPIs across many different aspects of your business, including your customer relationship management (CRM) platform. CRM KPIs are important because they help you evaluate your success in generating and retaining customers. But how can you figure out which CRM KPIs are important for your business?

CRM 62

CRM Stakeholders Government Acquisition 62

DemandFarm

AUGUST 8, 2024

Stakeholder mapping isn’t just another box to check off on your project management to-do list—it’s your secret weapon for project success. By utilizing a stakeholder mapping template as the first step, you can effectively manage stakeholders and confidently communicate with them to move your new project forward.

Stakeholders 40

Stakeholders Decision-making Prioritization CRM 40

Hubspot Sales

FEBRUARY 13, 2025

Clarify the steps and stakeholders involved in decision-making. Encourages Long-Term Relationships Recurring revenue hinges on customer loyalty, yet many industries prioritize acquiring new customers over retaining existing ones. This clarity enables teams to prioritize effectively and forecast revenue with greater accuracy.

Decision-making 52

Decision-making Sales Prioritization CRM 52

Hubspot Sales

SEPTEMBER 16, 2020

Who are the stakeholders you need to engage with? This process helps salespeople allocate their effort most efficiently among different types of prospects and customers by prioritizing buyers according to their potential value and then mapping call patterns to maximize the seller’s expected return. Territory Management. Not exactly.

Account Management 133

Account Management Sales Account Planning CRM 133

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. Descriptive Data – Deeper detail on stakeholders; career information; interests; etc. Customer Success. Executives & Board Members.

Stakeholders 138

Stakeholders B2B Decision-making Sales Environment 138

Showpad

JULY 7, 2020

Vertical alignment is about the adjustment of enablement to the customer, the business strategy, other strategic initiatives and executive stakeholders and sponsors. . Vertical alignment has three facets of alignment: to the customer, to the strategy and other strategic initiatives and to senior executive stakeholders and sponsors. .

Digital Transformation 137

Digital Transformation Stakeholders Sales CRM 137

Hubspot Sales

NOVEMBER 14, 2019

This is also the time to identify key stakeholders and roles and responsibilities to keep the activity on track. For teams not using a CRM to automate and prioritize their communication efforts, there can be a great deal of transportation waste. Now let’s walk through value stream mapping step-by-step. Customer/supplier icon.

Transportation 130

Transportation Manufacturing Suppliers CRM 130

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

Flevy

JULY 6, 2022

ABM systems facilitate the stakeholders in creating the most qualified leads, developing tailored purchasing journeys, enhancing the lifetime value of customers , and maintaining a healthy pipeline of promising accounts. CRM or any Marketing Automation platforms , to better target and prioritize communications with key accounts.

Marketing 109

Marketing Account Management Facilitation CRM 109

Sales Outcomes

MAY 1, 2023

Today, an organization’s CRM is as essential as billing, inventory, ERP, or other IT systems. If the leadership team and users are frustrated by the value they receive from the CRM system, it may be time for a CRM adoption “get-well plan.” 2 – Rethink CRM Leadership.

CRM 52

CRM Leadership Prioritization Finance 52

Nutshell

JULY 19, 2023

Whether it’s your company’s first time implementing a customer relationship management (CRM) platform or you’re switching from your current solution to one that better suits your needs, preparing before the launch is essential. Table of Contents Why is it important to prepare for a new CRM?

CRM 48

CRM Stakeholders Decision-making Logistics 48

Red Star Kim

SEPTEMBER 6, 2022

The options for fixes covers a variety of areas such as upskilling, leadership communication, consistency and commitment, culture, respect, prioritization and organizational structure. There’s a model for an internal communications plan and strategy – aligned to business strategy and addressing all stakeholders: Insight. Principles.

Communication 130

Communication Facilitation Leadership Remote Working 130

SBI

JUNE 18, 2015

CRM as a strategic advantage. Implementing CRM across any sales organization is a big deal. Gartner Group predicted that companies would spend approximately $24billion on CRM last year alone. Research studies show that as much as 50% or more of CRM installations are failing. What were they? You are not alone!

CRM 51

CRM Decision-making Stakeholders Prioritization 51

Insightly

SEPTEMBER 12, 2023

The business landscape has evolved over the years, and customer relationship management ( CRM ) has become an integral part of any company’s growth and success. A well-implemented CRM system can serve as a cornerstone in fostering stronger relationships with clients by providing better insights into their needs and preferences.

CRM 52

CRM Facilitation Decision-making Software 52

Insightly

SEPTEMBER 12, 2023

The business landscape has evolved over the years, and customer relationship management ( CRM ) has become an integral part of any company’s growth and success. A well-implemented CRM system can serve as a cornerstone in fostering stronger relationships with clients by providing better insights into their needs and preferences.

CRM 52

CRM Facilitation Decision-making Software 52

Hubspot Sales

OCTOBER 5, 2017

CRM (customer relationship management): Software that allows companies to keep track of their potential and existing customers at whichever stage they may assume in the sales cycle. Qualify and begin prioritizing prospects. Takeaway: Prioritize customers based on the size of the opportunity, or their potential lifetime value.

Sales 145

Sales Decision-making Prioritization Media 145

Insightly

SEPTEMBER 19, 2023

What Is a CRM strategy? A CRM strategy is a prescribed method of leveraging the various features of your customer relationship management system ( CRM ) to propel your business forward. CRM strategies vary widely by the particulars of your unique business and its operation.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

SEPTEMBER 19, 2023

What Is a CRM strategy? A CRM strategy is a prescribed method of leveraging the various features of your customer relationship management system ( CRM ) to propel your business forward. CRM strategies vary widely by the particulars of your unique business and its operation.

CRM 52

CRM Insurance Healthcare Manufacturing 52

DemandFarm

NOVEMBER 27, 2024

Case Study Example: Consider a B2B tech company that adopts RevOps and integrates its CRM system across departments. RevOps empowers KAMs through: ABM Strategies: Integrating tools like Org Chart ensures that targeted campaigns reach the right stakeholders within key accounts.

Artificial Intelligence 40

Artificial Intelligence Key Account Management Decision-making Account Growth 40

Insightly

DECEMBER 15, 2021

Here Is The 10-Step CRM Implementation Process We Use With Our Customers. Customer Relationship Management (CRM) implementation is an essential ingredient for a successful CRM project. Up to 69% of CRM projects fail because of poor implementation. 10 Steps To Successful CRM Software Implementation.

CRM 52

CRM Onboarding Software Software 52

Insightly

DECEMBER 15, 2021

Here Is The 10-Step CRM Implementation Process We Use With Our Customers. Customer Relationship Management (CRM) implementation is an essential ingredient for a successful CRM project. Up to 69% of CRM projects fail because of poor implementation. 10 Steps To Successful CRM Software Implementation.

CRM 52

CRM Onboarding Software Software 52

Insightly

JULY 26, 2023

Sales pipeline management provides a clear framework for tracking and prioritizing deals, and adopting a sales pipeline funnel template can further streamline the process. Sales stages are often pre-defined within popular CRM platforms like Insightly , HubSpot or Salesforce, which provide a standardized framework for managing opportunities.

CRM 52

CRM Management Sales Decision-making 52

SBI

OCTOBER 16, 2013

CRM as a strategic advantage. Implementing CRM across your sales organization is a big and exciting deal. After what was likely a long needs-analysis and a long period of researching the various CRM options, you have—or had—high expectations. I recently wrote a post about what I called the 9B CRM Debacle. What were they?

CRM 54

CRM Sales Decision-making Stakeholders 54

Hubspot Sales

MARCH 18, 2019

While a salesperson focuses on the short term -- by necessity -- a key account manager (KAM) prioritizes the future. Not only do KAMs find ways to address the client's challenges and opportunities, but they also create and present reports about the client's progress to key stakeholders. Map out every customer stakeholder.

Key Account Management 143

Key Account Management Account Management Management Account Strategy 143

Insightly

MAY 5, 2023

One of the most powerful tools at your disposal for improving customer experience is a CRM, or customer relationship management, system. A CRM is a software tool that helps businesses manage their interactions with customers, prospects, and other contacts. While CRM and CX are clearly not the same thing, they are closely related.

Customer Experience 52

Customer Experience CRM Communication Prioritization 52