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

Hubspot Sales

APRIL 9, 2025

Set your CRM to automatically prompt a series of tasks after you complete, say, a discovery call. For enterprise deals, the number can jump as high as 10-15 stakeholders. A solid approach to handling this is multi-threading, aka building relationships with multiple stakeholders at your target companies.

Decision-making 98

Decision-making Stakeholders Finance Software 98

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

DemandFarm

MARCH 31, 2025

For years, Key Account Management (KAM) has been confined within the walls of CRM systemsSalesforce, Microsoft Dynamics, and HubSpot. The logic was straightforward: if customer data already lives inside a CRM, why manage key accounts elsewhere? CRMs are systems of record. A CRM is a tool. And there lies the friction.

Key Account Management 52

Key Account Management Account Management Management CRM 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 97

CRM Onboarding Software Software 97

Brooks Group

JANUARY 9, 2025

Account management training should emphasize the following skills: Relationship building and maintenance: Cultivate strong, long-term connections with key stakeholders through consistent communication and value delivery. Project management: Orchestrate multiple initiatives and stakeholders to ensure successful solution implementation.

Account Management 100

Account Management Management Sales Value Proposition 100

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

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

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

ProlifIQ

OCTOBER 30, 2024

Capabilities of KAM Technology Solutions That A Company Needs Map out stakeholders by location, business unit, or job function. KAM tools help companies make better decisions with strategic customers based on stakeholder and company-owned data. These solutions typically provide visual representations of the stakeholder landscape.

Key Account Management 52

Key Account Management Stakeholders Account Planning Account Management 52

Apptivo

AUGUST 6, 2021

Considering the CRM industry is surrounded by several myths, there is no wonder that people are often bombarded with many questions about a CRM system. You can be a part of a B2B or B2C company, however, the most common question that you come across while choosing a CRM is, “ Is CRM different for B2B and B2C companies?

CRM 81

CRM B2B B2C Manufacturing 81

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

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

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

PandaDoc

MARCH 25, 2025

Take buying a CRM, for example. Its a decision that requires research, deliberation, and often, multiple stakeholders. Sometimes called enterprise sales, complex sales generally have a longer sales cycle involving multiple stakeholders and decision-makers. This stage can involve multiple meetings and additional stakeholders.

Sales 52

Sales Supply Chain Decision-making Stakeholders 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

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 Construction.

Construction 75

Construction Manufacturing CRM Supply Chain 75

Strategic Account Management Association

FEBRUARY 3, 2022

Most importantly, they source information from supporters who can offer information they won’t find in their CRM. By rallying revenue teams around people and their problems, we can build a motion that truly centers on the customer and that benefits all stakeholders in the process. In any account, we seek to understand: Who matters?

Account Planning 400

Account Planning Supply Chain Prioritization Digital Transformation 400

ProlifIQ

MARCH 7, 2025

Limited Visibility into Stakeholders Continuously update customer objectives and track progress in real-time. A Better Way: CRM-Integrated Account Planning With the right CRM tools such as ZoomInfo , Gong, Fathom, or Clay account data stays updated in real-time.

Account Planning 52

Account Planning Telecommunications Sales Stakeholders 52

Upland

SEPTEMBER 1, 2023

These tools are a centralized repository where relevant information about individuals, key stakeholders, potential opportunities, next steps, and more can be accessed. This approach extends beyond the sales department to include marketing, customer support, and other key stakeholders.

Decision-making 195

Decision-making Stakeholders Customer Experience CRM 195

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

Hubspot Sales

SEPTEMBER 22, 2020

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. The Five Sales Stakeholder Relationships. This is not the career any salesperson signed up for. The Customer Relationship.

Software 126

Software Software CRM Sales 126

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. Apart from sales dashboards and CRM, Alex Zlotko shares further insights.

Meetings 95

Meetings Sales Stakeholders Decision-making 95

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

Red Star Kim

SEPTEMBER 29, 2023

One delegate question was “ What tips to engage fee earners with investing time and data into the CRM systems?”. How happy are you with your CRM (and integrated mailing, analytics and relationship management capabilities)?

Marketing 130

Marketing Stakeholders Communication Digitalization 130

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

APRIL 22, 2021

This leaves stakeholders across operations, finance, and sales without a scalable, automated solution and causes frustration among reps when their paychecks don’t match expectations due to mismatched spreadsheets. For sales teams, the CRM is the center of every customer interaction. Image Source.

Finance 118

Finance Value Proposition Sales Leadership CRM 118

Red Star Kim

AUGUST 7, 2023

Raya Blakeley-Glover, Global Head of Business Development – Markets and Business Relationships, Bird & Bird Amanda Afful, Senior BD Executive, Bird & Bird (Moderator) Employee communications There was a discussion about the importance of internal communication for stakeholder engagement and buy-in.

Communication 130

Communication Management Value Proposition Stakeholders 130

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

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

Nutshell

JANUARY 30, 2025

You need to provide the stakeholders with a snapshot of your activities to keep them up to date on all your ongoing marketing projects without drawing attention to too much analysis. Need a user-friendly CRM to boost sales and team efficiency? Give our award-winning CRM a try today through our 14-day free trial !

Marketing 83

Marketing Media Decision-making Digitalization 83

Account Manager Tips

OCTOBER 11, 2021

Doesn't communicate Key accounts have vast networks of stakeholders (internal and external). Update the CRM. A study by Oracle said most salespeople would rather clean toilets than update the CRM. Identify executive stakeholders and assess how they feel about you. Warwick Brown // Account Manager Tips. Internal teams.

Account Management 246

Account Management Key Account Management Management Suppliers 246

Hubspot Sales

APRIL 25, 2018

Who are the key stakeholders in this account? Next, we consult the standard sources for potential insight: Our company’s CRM system, the customer’s website, LinkedIn, various web-based information aggregators, Google, our colleagues and contacts -- you name it. How do they operate/make money? And this, of course, is just the beginning.

Stakeholders 144

Stakeholders CRM Sales 144

Arpedio

JANUARY 30, 2025

Use the Right Tools : Implement technologies like CRM systems (e.g., Here are the key types of tools that support a successful ABE strategy: CRM & Account Management Tools Managing complex, high-value accounts requires a structured approach. Salesforce ) to track and manage your key accounts more effectively.

Stakeholders 52

Stakeholders CRM Customer Success Account Management 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

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. Sales leaders ranked video conferencing software as the most important tool for their teams, followed by their CRM. Sales Performance.

Sales Leadership 142

Sales Leadership Leadership Sales B2B 142

Nutshell

AUGUST 14, 2024

Determining your return on sales gives stakeholders a snapshot of your business’s financial well-being and insight into its potential for growth and success. Calculating your ROS gives stakeholders a more realistic overview to determine your business’s profitability.

Profitability 133

Profitability Suppliers Investors Sales 133