Upland

JUNE 15, 2023

Many sales leaders attempt to bring account planning into their organization and fail because they don’t have the right technology in place. A technology that doesn’t integrate well into your processes and has poor adoption with your team is an issue, and it’s often too late once you’ve chosen the software to go back on it.

Account Planning 195

Account Planning Software Software Organization 195

Arpedio

DECEMBER 19, 2023

The vital role of Customer Success in Account Management Explore ARPEDIO's Account Management Software ← Back to blog In recent times, companies have come to realize the significance of aligning their customer success and account management strategies. Let’s dive in! Let’s dive in!

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

Arpedio

JUNE 20, 2023

Client Case study Rethinking Customer Success and Sales: A Collaborative Powerhouse in the SaaS industry Download full case study About The Case Study Due to pre-IPO considerations, the following case study has been anonymized to protect the identity of the company involved.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

Hubspot Sales

OCTOBER 15, 2019

You can create custom integrations to facilitate specific tasks to create automated workflows. Whether you regularly host conference calls with your colleagues or need to organize calls with prospects, calling integrations streamline the planning and execution of phone and video calls for sales reps. Connector Integrations.

CRM 128

CRM eCommerce Software Software 128

Brooks Group

APRIL 9, 2024

Key decision makers often include: C-Suite executives : High-level executives such as CEOs, CFOs, or CTOs who oversee strategic decision-making within the organization. Department heads: Leaders of specific departments or teams who are accountable for the success of the purchased solution in their areas.

Value Proposition 104

Value Proposition Procurement Decision-making Stakeholders 104

Desired Path

APRIL 7, 2021

The objective of a Customer Success strategy is to retain and grow customers. When done successfully, an organization will inevitably face the challenge of scaling Customer Success operations. Codifying inefficient or non-value-add activities only scales poor customer experience. Rightfully so.

Customer Success 52

Customer Success Facilitation Customer Experience Organization 52

Desired Path

APRIL 7, 2021

The objective of a Customer Success strategy is to retain and grow customers. When done successfully, an organization will inevitably face the challenge of scaling Customer Success operations. Codifying inefficient or non-value-add activities only scales poor customer experience. Rightfully so.

Customer Success 52

Customer Success Facilitation Customer Experience Organization 52

Insightly

MARCH 11, 2024

CRM means different things to different roles, but with the right CRM (one that’s easy to customize ), your CRM can look a lot different to each role, but still serve the entire company with efficiency and precision. Let’s explore the different roles in an organization and how CRM looks to each.

CRM 52

CRM Organization Decision-making Facilitation 52

DemandFarm

AUGUST 31, 2023

In the business world, customer success management is no longer an afterthought; it’s a necessity. Consensus across research confirms: retaining existing customers costs 5 to 25 times less than acquiring new ones. Success lies in a tailored, strategic approach to customer success management.

Key Account Management 52

Key Account Management Account Management Customer Success Management 52

Hubspot Sales

AUGUST 9, 2019

An ERP system is used to organize and manage all aspects of a business, from supply chain management to financial data and even payroll. ERPs are commonly used to help enterprise-size organizations unify their business functions and communications in order to reduce costs and increase revenue.

CRM 111

CRM Supply Chain Finance eCommerce 111

Hubspot Sales

DECEMBER 6, 2022

Increase retention and customer satisfaction. Formal partner programs provide one of the more effective avenues for connecting you with other organizations in your ecosystem — but you don't necessarily need one to work with those kinds of companies and leverage that network effectively. Scale your ecosystem relationships.

Onboarding 128

Onboarding Decision-making Organization CRM 128

Hubspot Sales

MARCH 7, 2023

As businesses continue to shift their strategies to create a more streamlined, efficient customer journey, it's going to become vital for every business to invest time, energy, and resources into a Revenue Operations team, otherwise known as RevOps. As she told me, "It's been really difficult to measure customer success metrics.

Publishing 122

Publishing Customer Experience e-Learning Software 122

Hubspot Sales

JUNE 8, 2020

Even the best-designed collateral won’t convert if it’s not relevant to and helpful for whatever stage your prospects or customer are in. In fact, almost 70% of B2B companies reported they want to see B2B vendors organize content by issue and pain point. Customer newsletters. Let’s unpack the different types of sales collateral.

e-Learning 124

e-Learning Sales Decision-making B2B 124

Arpedio

FEBRUARY 23, 2024

In today’s fast-paced and ever-evolving business landscape, organizations face a myriad of challenges when it comes to driving revenue growth and maximizing profitability. Revenue Operations (RevOps) is a strategic approach that aims to streamline and optimize the entire revenue generation process within an organization.

Acquisition 52

Acquisition Facilitation Artificial Intelligence Decision-making 52

Planview

MAY 26, 2023

They took an ongoing “checks-and-balances” approach, communicating regularly with the people manager to engage the pulse of the change in the organizations. People were equally important for their leadership roles at multiple levels of the organization. Here are some examples of change activities.

Organization 52

Organization Stakeholders Communication Logistics 52

Hubspot Sales

JANUARY 31, 2018

Salespeople need to work within the context of their organization as a whole. The salesperson wins because they’ve closed the deal, but the implementation and customer success teams then struggle to deliver on those promises. Reach out to vendors offering this integration and facilitate a partnership. Find a mentor.

Emotional Intelligence 111

Emotional Intelligence Decision-making Sales Leadership 111

AchieveIt

OCTOBER 25, 2023

At the top of the priority list for each organization on a calendar year format is deciding the direction of their strategic plan for the upcoming new year. The key to creating a strong, successful plan is beginning plan formulation well in advance. From there, it is easier to track and measure success.

Facilitation 52

Facilitation Healthcare Negotiation Decision-making 52

DemandFarm

NOVEMBER 22, 2024

They create trust-based connections by mapping out and understanding key stakeholders, tracking team shifts, and staying updated on client organization changes. Cultural Fit: Do they understand the importance of stakeholder alignment, including champions and detractors, within each client organization?

Key Account Management 52

Key Account Management Account Management Management Stakeholders 52

Insightly

NOVEMBER 3, 2021

This is part 4 of a customer service and support blog series based on conversations with the leaders of Insightly’s client services and customer success teams. Customer success and customer service are fundamental components in your organization’s ability to deliver great experiences and create long-lasting relationships.

Remote Working 52

Remote Working Customer Success Facilitation Communication 52

Arpedio

DECEMBER 19, 2023

The vital role of Customer Success in Account Management Explore ARPEDIO's Account Management Software ← Back to blog In recent times, companies have come to realize the significance of aligning their customer success and account management strategies. Let’s dive in! Let’s dive in!

Account Management 52

Account Management Communication Management Artificial Intelligence 52

Upland

AUGUST 29, 2023

Buying intent , also known as purchase intent, refers to the likelihood and inclination of a potential customer to make a purchasing decision. It drives individuals and organizations to explore, evaluate, and invest in a product or service. It encompasses the motivation, need, and desire behind any activity.

Value Proposition 195

Value Proposition Decision-making e-Learning Supply Chain 195

Zendesk

MAY 4, 2023

I’m also excited about the new AI announcements that we’re going to be sharing and I think it has so much opportunity to do so much for customer experience and customer service and support organizations. I also hear you’re facilitating a conversation on delivering a customer-first strategy.

Customer Experience 96

Customer Experience Facilitation Meetings Digitalization 96

Miller Heiman Group

APRIL 2, 2020

Our study evaluated more than 50 service practices of what we call “Leaders” and “Laggards” to determine which factors contributed to improving customer satisfaction (CSAT). We defined “Leaders” as organizations reporting an improved CSAT, while “Laggards” reported a stagnant or declining CSAT. Executives Walk the Talk.

Customer Experience 67

Customer Experience Facilitation Organization Stakeholders 67

Hubspot Sales

JULY 1, 2019

Instead of one salesperson targeting a single contact within a company, an entire team is dedicated to targeting multiple stakeholders at the prospective customer’s company. This hyper-personalized approach is typically too high-touch for B2C products, but it can be ideal for organizations selling to enterprises.

Stakeholders 100

Stakeholders Sales Finance Decision-making 100

Nutshell

JUNE 22, 2019

And the steps you’ll want to follow may sound a lot like your regular sales process —with a few modifications to account for your relationship with your team and the structure of your organization. As with external clients and customers, successfully presenting to your team requires research and preparation. Stage 1: Presenting.

CRM 93

CRM Software Software Decision-making 93

Hubspot Sales

APRIL 19, 2019

I enjoy presenting in front of my team because I get to be the thought leader in the room and facilitate great discussions. The software industry refocused their values to be customer success and retention and the old sales funnel didn't align. These are specific tasks and you've noted what you enjoy about each one.

Innovation 106

Innovation Brainstorming Investors Software 106

SmartKarrot

OCTOBER 22, 2021

Role: Customer Success Director Location: Remote, Texas, United States Organization: Juniper Networks As a Customer Success Director, you will manage the customer experience with recurring meetings to supervise related activities and outcomes. Facilitate and drive product adoption. Apply here: [link].

Customer Success 19

Customer Success Facilitation Onboarding Customer Experience 19

Nutshell

JANUARY 17, 2024

Bringing sales, marketing, customer success, and project management teams together with a solid CRM software integration improves company-wide success and growth. Customer relationship management (CRM) software makes it easier for sales, marketing, and customer success teams to gather and extract customer data.

Business Growth 71

Business Growth CRM Management Software 71

SmartKarrot

AUGUST 27, 2021

Role: Vice President of Customer Success Location: Remote, Salinas, CA, US Organization: HeavyConnect As a Vice President of Customer Success, you will act as a role model of HeavyConnect’s values for the Customer Success teams and build on the SaaS customer-centric environment.

Customer Success 19

Customer Success Facilitation Onboarding Client Relationships 19

Mike Kunkle

JULY 2, 2022

The goal of enablement is to support sellers in supporting their buyers and customers, to help them facilitate buying decisions, improve the buying experience, and as a result, improve sales performance. Sales organization structure. Organizations are ecosystems. So many other things cascade out from this foundation.

Sales 130

Sales Sales Training Leadership Decision-making 130

ProlifIQ

AUGUST 17, 2023

One such strategy gaining popularity among sales and customer success leaders is the “land and expand” approach. This method focuses on acquiring new customers while simultaneously nurturing existing accounts to drive expansion and increase company revenue. Multi-threading ensures continuity in the sales process.

Acquisition 52

Acquisition Customer Success Stakeholders Profitability 52

SmartKarrot

JULY 11, 2022

Role: Senior Customer Success Manager Location: Minnetonka, MN, US Organization: Sovos As a Senior Customer Success Manager, you will understand business priorities, technology landscape, and internal stakeholders. Conduct recurring business reviews with customers.

Customer Success 3

Customer Success Facilitation Stakeholders Account Planning 3

SBI

AUGUST 17, 2021

Remote Selling has become an important focus for every sales organization. In this interview series, we ask executives at leading salestech companies to describe how their customers are leveraging technology, what metrics are now possible, and more. . And make sure your customer and prospect data is current and complete.

Account Management 58

Account Management Sales Facilitation CRM 58

SmartKarrot

NOVEMBER 21, 2022

Director Customer Success Location: San Diego, CA, United States (Hybrid) Organization: Workiz Inc. Director of Customer Success, you will develop and execute a strategy to increase customer retention and satisfaction. Manage a team of customer success managers. Apply here: [link].

Customer Success 19

Customer Success Value Proposition Facilitation Acquisition 19

SmartKarrot

NOVEMBER 23, 2021

Role: Director of Customer Success Location: San Francisco Bay Area, US (On-site) Organization: Gorgias As a Director of Customer Success, you will create and execute scalable strategies to improve customer engagement, CSAT, product usage, and retention. Create a fun and competitive global environment.

Customer Success 19

Customer Success Onboarding Facilitation Stakeholders 19

SmartKarrot

JUNE 3, 2022

Role: Customer Success Associate Director Location: New York, NY, US Organization: Wunderkind As a Customer Success Associate Director, you will mentor and inspire a small team of high-performing Customer Success Managers & Associates. Facilitate escalation management and issue resolution.

Customer Success 19

Customer Success Facilitation Onboarding Stakeholders 19

SmartKarrot

MAY 9, 2022

Role: Director of Customer Success Location: Chicago, IL, US (On-site) Organization: William Blair As a Director of Customer Success, you will establish a new world-class customer success team of high-performing CSMs with deep industry expertise that can deliver client value.

Customer Success 3

Customer Success Onboarding Value Proposition Facilitation 3