Strategic Account Management Association

JUNE 22, 2021

By Roshni Patel, Customer Success Manager, Royal Ambulance. What processes has your organization initiated to combat customer roadblocks? We partnered with a medical insurance network in the San Francisco Bay Area focused on providing easier access to high-quality care with cost transparency.

Transportation 520

Transportation Insurance Healthcare Prioritization 520

Brooks Group

MARCH 27, 2025

Happy customers drive repeat business and higher profits. In addition, customer-centricity helps companies increase customer trust, satisfaction, and loyalty. According to a study of over 1,300 organizations, 84% of organizations that focused on improving customer experiences increased their revenue.

Account Management 92

Account Management Sales Sales Training Profitability 92

Outbound Engine

JULY 26, 2020

There’s a lot to be said for staying organized. With that in mind, our super organized customer success team gathered a list of their favorite apps to keep you organized. through a tiered organization system. Ever wish for an app that helps you stay organized automatically? Meet IFTTT.

Organization 110

Organization Internet Small Business Meetings 110

Brooks Group

JANUARY 9, 2025

Understanding the difference between landing new business and managing existing accounts is critical for your sales organizations success. On the surface, sales and account management have similar goals: Build strong relationships with customers and increase profitable revenue.

Account Management 100

Account Management Management Sales Value Proposition 100

SalesPop

MARCH 20, 2022

In this Expert Insight Interview, Brent Keltner discusses how to transition elegantly from sales to customer success and develop that as a continuum. This Expert Insight Interview discusses: How customer success has changed in the subscription-based economy. Customer Success. Aligning Your Goals.

Customer Success 98

Customer Success Sales Account Management CRM 98

Nutshell

AUGUST 21, 2020

With over a hundred and one different things that could kill your cloud software business, poor marketing is the slow poison that can put it to sleep for good. With every SaaS market crowded these days— G2 lists over 2,800 solutions for “ CRM ” alone—there’s little room for error in your marketing. Product complexity.

Marketing 142

Marketing Onboarding Media B2C 142

Nutshell

JANUARY 30, 2020

Although typically perceived as software for salespeople, CRMs are the secret sauce behind most successful marketing initiatives. A CRM is an integral piece of software for marketers and salespeople. We’ve got your back, marketers! Newsletters are near the top of the marketing funnel. Tracking source to sale.

CRM 155

CRM Marketing Advertising Decision-making 155

Outbound Engine

DECEMBER 4, 2019

It’s always a good time for business owners to think about the most effective small business marketing ideas. Here is a list of small business marketing ideas and tips to give you a competitive edge. If you’ve been neglecting your database, your entire marketing strategy could be off-kilter. Talk about opportunity lost!

Small Business 145

Small Business Marketing B2C Media 145

Zendesk

APRIL 1, 2022

The band members face the audience, delivering an experience that creates loyal fans—similar to how your customer success managers (CSMs) work with your customers one-on-one. Customer success operations (CS Ops) is the behind-the-scenes crew that helps customer success managers excel at their jobs.

Customer Success 97

Customer Success Logistics Onboarding CRM 97

Nutshell

JUNE 2, 2019

When Nutshell’s last Customer Success effort fizzled out (more on that in a bit), I was fairly new to the CX team at Nutshell. In other words, the customers we worked so hard (and opened our wallets) to obtain through marketing and sales efforts were beginning to cancel one year after their signup date.

Customer Success 107

Customer Success Onboarding CRM Organization 107

Upland

APRIL 5, 2023

This means that instead of different departments working in disparate silos, every function is part of a greater whole aimed at generating mutual success. This includes, primarily, people in marketing, sales, and customer success teams. Marketing plays a particularly unique role here. Do You Need a Revenue Team?

Account Planning 195

Account Planning Customer Success B2B Decision-making 195

Upland

JULY 9, 2020

That same advice is just as timely today for B2B sales and marketing leaders facing significant headwinds with COVID-19 and a very conservative spending climate. It’s a challenging market. In order to get back to growth, sales leaders must focus on existing customers. Breaking Out of the Funnel Mindset.

Account Management 195

Account Management Management Account Planning Digitalization 195

Sales Gravy

SEPTEMBER 19, 2024

In this episode they dive into key insights on building effective sales training, the importance of a well-defined go-to-market strategy, and the power of partnerships to drive customer success. Customer-Centered Strategy: A customer-first approach drives effective go-to-market strategies.

Sales Training 98

Sales Training Marketing Sales Onboarding 98

Upland

OCTOBER 8, 2021

The reality of closing B2B enterprise deals is that prospects want—and expect—to talk with customer references. Few organizations are willing to believe you have done it before just because you say so. The sales reference gray market. And the bigger the organization, the bigger the sales reference problem.

B2B 195

B2B Sales Leadership Organization Customer Success 195

Upland

JULY 3, 2023

By leveraging the power of ChatGPT alongside established sales platforms like Altify, however, organizations can unlock new opportunities to drive revenue growth and build stronger customer relationships. How can sellers and customer service use ChatGPT with Altify?

Facilitation 195

Facilitation Customer Success Innovation Customer Experience 195

DemandFarm

JANUARY 12, 2025

These elements are often challenging to maintain in organizations where sales, marketing, and customer success operate in silos. This is where Revenue Operations (RevOps) comes into play, unifying these teams under a cohesive framework to drive predictable growth and enhance the customer experience.

Key Account Management 52

Key Account Management Account Management Decision-making Prioritization 52

Upland

NOVEMBER 28, 2021

Even when organizations acknowledge their sales reference processes could be better, it can be an overwhelming problem to confront. A well-oiled, traditional customer reference or advocacy program can be an organization’s strongest asset, but launching, revamping, or expanding a traditional program isn’t right for every organization.

Sales 195

Sales B2B Software Software 195

SBI Growth

OCTOBER 31, 2024

In this podcast episode hosted by Mike Hoffman, Nick Mehta, CEO of Gainsight, the two discussed Customer Success Management and the implications of involving AI. In many cases, organizations have the reached the point of requiring a reevaluation of their current go-to-market (GTM) strategies due to lack of productivity.

Customer Success 62

Customer Success Management Organization Marketing 62

Insightly

JUNE 1, 2022

During the last few months, the Insightly team has worked diligently to bring a full suite of feature updates to all four Insightly products: CRM, Marketing, Service, and AppConnect. Out of the box, it includes over 500 pre-built connectors to applications across HR, Finance, IT, Sales, Marketing, Productivity, and Data storage.

CRM 98

CRM Marketing Finance Publishing 98

Zendesk

MARCH 31, 2021

Types of customer feedback. Customer service feedback. Sales or customer success feedback. Customer feedback can be qualitative , such as a written online review or information a customer shares with an agent or a sales representative about their experience. Sales or customer success feedback.

Organization 95

Organization Media Decision-making e-Learning 95

Insightly

DECEMBER 2, 2021

Sales and marketing teams have the same ultimate goal: revenue generation and growth. Despite this, marketing and sales do not always spend enough time aligning on goals. This misalignment has led to tension between sales and marketing teams. Because of this, many companies have made strides to align marketing and sales teams.

Marketing 98

Marketing Sales CRM Sales Management 98

SBI Growth

NOVEMBER 24, 2020

Customer Success has become the focus of many organizations and answers questions such as “how do I retain my customer?” ” And “how do I grow within my current customer base?” ” To ensure your organization is focused on the right CS.

Customer Success 146

Customer Success Organization Onboarding Customer Experience 146

Insightly

DECEMBER 2, 2021

Sales and marketing teams have the same ultimate goal: revenue generation and growth. Despite this, marketing and sales do not always spend enough time aligning on goals. This misalignment has led to tension between sales and marketing teams. Because of this, many companies have made strides to align marketing and sales teams.

Marketing 95

Marketing Sales CRM Sales Management 95

Insightly

JUNE 13, 2023

Are you feeling a little stuck in your marketing career? Even though the marketing career path isn’t a straight one, there are a few steps you can take to advance your career. Marketing jobs are dynamic, and you may never feel like you’ve completed everything on your long ‘to-do’ list. Do I want to: Pursue a marketing specialty?

Marketing 98

Marketing Remote Working Decision-making Meetings 98

Hubspot Sales

MARCH 21, 2025

In the B2B space, partner organizations may offer additional software solutions that extend your platform. They may also provide services that help customers get the most out of your product. A business ecosystem is a network of connected organizations that collaborate, compete, and coexist in the same market.

Co-Creation 59

Co-Creation B2B Software Software 59

Upland

JULY 10, 2023

Altify Insights helps businesses do just that in unprecedented ways. In the words of Nigel Cullington, VP Marketing of Upland’s Sales Effectiveness Division: “Getting to know the people and problems at play within an account has never been about an org chart. Sellers can still build meaningful relationships that deliver mutual value.

Decision-making 195

Decision-making B2B Account Planning Software 195

Hubspot Sales

JULY 5, 2021

An organization's success is the sum of all its departments' efforts. The best sales org can only take a business so far if its marketing, customer service, or customer success is lackluster — and vice versa. Customer Service. Your customer experience doesn't end with a closed deal.

Facilitation 128

Facilitation Sales Customer Success Leadership 128

Insightly

MAY 28, 2021

Are you feeling a little stuck in your marketing career? Even though the marketing career path isn’t a straight one, there are a few steps you can take to advance your career. . Marketing jobs are dynamic, and you may never feel like you’ve completed everything on your long ‘to-do’ list. Pursue a marketing specialty?

Marketing 98

Marketing Decision-making Media Management 98

Upland

JANUARY 26, 2023

In an account-based selling approach, the differentiation between teams like customer success, sales and marketing is less distinct. In an account-based selling approach, the differentiation between teams like customer success, sales and marketing is less distinct.

Account Planning 195

Account Planning B2B Decision-making Acquisition 195

Mike Kunkle

AUGUST 8, 2023

These architects of growth are tasked with navigating complex market dynamics, driving revenue streams, and fostering a culture of success. 7 Common Barriers to Sales Transformation Barrier 1: Siloed Mindsets and Departments One of the most persistent challenges in many organizations is the presence of siloed mindsets and departments.

Sales 221

Sales Prioritization Innovation Sales Training 221

SuperOffice

DECEMBER 8, 2020

Today’s leading companies are turning toward relationship marketing strategies that build lasting relationships with new customers, while strengthening the connections with their existing customers, and in this way encourage loyalty. Purchase habits. Challenges or pain points. Goals or motivations.

Marketing 98

Marketing Customer Experience Profitability Media 98

Brooks Group

OCTOBER 14, 2024

In a world where customers can easily switch to a competitor, sales organizations that fail to meet these new expectations risk losing opportunities. Retaining Customers in a Competitive Market There are several differences between customer satisfaction and customer loyalty.

Emotional Intelligence 70

Emotional Intelligence Negotiation Sales Training Construction 70

Luminas Strategy

AUGUST 6, 2023

Because of today’s unpredictable economy and rapidly changing business landscape, B2B companies are facing headwinds, challenged to identify strategies that will result in sustainable organic growth. To truly understand your customer’s pain points and expectations, it’s critical to prioritize direct engagement with customers.

Organization 52

Organization B2B Value Proposition Prioritization 52

DemandFarm

MARCH 31, 2025

They track transactions, monitor pipelines, and organize data. Conversations, stakeholder engagement, external market intelligence, and predictive signals all play a crucial role in shaping long-term growth. Yet, for years, organizations have tried to force this environment into a rigid, transaction-focused system. The result?

Key Account Management 52

Key Account Management Account Management Management CRM 52

DemandFarm

NOVEMBER 27, 2024

“The leads shared by marketing this month is a gold mine!” “We know the entire journey of this customer, thanks to sales and marketing,” said no customer success manager, ever. The traditional silos between marketing, sales, and customer success is a recipe for disaster.

Artificial Intelligence 40

Artificial Intelligence Key Account Management Decision-making Account Growth 40

Arpedio

AUGUST 31, 2023

careers Are you ARPEDIO’s new Student in Customer Success? Back to careers Are you an aspiring future Customer Success Manager and have a passion for sales? Are you a highly structured and organized person, eager to be a part of an amazing journey in Europe’s next leading Salesforce Partner?

Customer Success 52

Customer Success B2B Account Management Innovation 52

Arpedio

JANUARY 5, 2024

At the heart of every thriving enterprise lies a keen focus on business relationship optimization , a task achieved through strategic roles that many might find overlapping—Account Management and Customer Success.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52