Hubspot Sales

MARCH 11, 2024

Time is money, and that’s doubly true when you work with customers. For the last six years, I’ve been an avid user and champion of using async video in my day-to-day as a seller — well before joining Loom to lead its Sales and Customer Success teams. Reduce meeting no-shows by sending a preview of the meeting agenda.

Sales 123

Sales Meetings Stakeholders Customer Success 123

Showpad

JUNE 14, 2021

Previously, a deal’s loose ends were sorted out during in-person meetings where sales reps could fall back on their techniques and experience. We know the trench stories of lost deals that became successes due to the personality of an individual sales rep. Old school personal relationship selling no longer works.

Meetings 59

Meetings B2C Stakeholders B2B 59

Hubspot Sales

MARCH 3, 2020

After the demo, it takes a number of additional meetings to scope and confirm feasibility between technical teams. Lastly, you have to hunt down the signer and anxiously refresh your inbox until the signed documents arrive, signaling a successful deal. Have regular check-ins with key stakeholders.

Management 111

Management Stakeholders Onboarding Decision-making 111

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. Superior together.

Customer Success 52

Customer Success Account Management Facilitation Stakeholders 52

Hubspot Sales

JANUARY 11, 2021

PandaDoc is a proposal, contract, and document solution that helps you create, track, approve, and electronically sign sales (plus marketing, revenue ops, and customer success) documents faster. InsightSquared is a revenue intelligence platform for sales, marketing, and customer success. InsightSquared.

B2B 133

B2B Sales CRM Banking 133

Desired Path

AUGUST 5, 2020

Companies continually look for ways to improve how they drive customer success. It is a complex practice involving the interests of multiple parties with different objectives, company cultures and many, varied personas and stakeholders. This is great Customer Success practice and will never come across as disingenuous.

Customer Success 52

Customer Success Telecommunications Value Proposition Healthcare 52

Desired Path

AUGUST 5, 2020

Companies continually look for ways to improve how they drive customer success. It is a complex practice involving the interests of multiple parties with different objectives, company cultures and many, varied personas and stakeholders. This is great Customer Success practice and will never come across as disingenuous.

Customer Success 52

Customer Success Telecommunications Value Proposition Healthcare 52

Desired Path

AUGUST 5, 2020

Companies continually look for ways to improve how they drive customer success. It is a complex practice involving the interests of multiple parties with different objectives, company cultures and many, varied personas and stakeholders. This is great Customer Success practice and will never come across as disingenuous.

Customer Success 52

Customer Success Telecommunications Value Proposition Healthcare 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. Principles Behind Customer Success Strategies Customer success strategies are built on a proactive engagement model.

Account Management 52

Account Management Customer Success Management Energy and Utilities 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!

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

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. A successful account-based approach requires cross-department coordination. 3) How many customer stakeholders are involved in our average deal?

Stakeholders 96

Stakeholders Sales Finance Decision-making 96

Hubspot Sales

DECEMBER 12, 2017

It can be accessed online, easily customized, and is serviced and supported by the provider’s own product engineers and customer success team. And it’s important to tailor each presentation to meet the needs of each prospect. SaaS sales cycles vary depending on price, customers, and product complexity.

Sales 132

Sales Acquisition Software Software 132

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

FEBRUARY 25, 2022

Reduce churn and increase customer retention by showing you care about customer success, even after you’ve scored a sale. Analyze and visualize your customer journey. Study your touchpoint data to anticipate customer needs and eliminate frustrations. Foster a customer-focused culture.

Logistics 98

Logistics CRM Stakeholders Media 98

Planview

JUNE 6, 2022

As a SVP of Sales, what type of meetings do you prepare for? I spend about 90% of my meeting time interacting with internal (Planview) stakeholders. Customer success so that we can have happy customers to expand our solutions. Every meeting is important! In sales, you should dress for success.

Leadership 98

Leadership Sales Sales Leadership Meetings 98

PartnerTap

SEPTEMBER 23, 2021

In order to meet your customers’ unique business needs, you must bring together a best-of-breed solution from multiple partners. The reason why an ecosystem model is so powerful is that it’s easier to meet your customers’ needs which leads to more consumption of your products or services.

Meetings 86

Meetings Software Software Stakeholders 86

Hubspot Sales

JUNE 5, 2019

Rapid testing: Channel partners let you experiment with new customer bases, products, packages, promotions, and/or marketing campaigns in a low-stakes environment. As our channel sales manager, you’ll identify potential new partners, show them the value of working with [company], and enable existing customers to sell [product].

Sales 109

Sales Retail Onboarding Stakeholders 109

Upland

JANUARY 29, 2024

More accurate sales forecasting: By understanding customer decision-making and buying cycles, your teams can create a more predictable sales pipeline and plan their strategies accordingly. Greater team collaboration: Account planning often involves multiple departments, such as marketing, customer success, and technical support.

Account Planning 195

Account Planning Sales Decision-making Shareholders 195

Miller Heiman Group

APRIL 2, 2019

As you plan a course of action for winning back the customer, you need to identify the key players, buying influences and the valid business reason for each. As you develop your sales strategy, this helps you tailor messaging to the different stakeholders to show how your solution solves their challenges. Align Your Team.

Account Management 110

Account Management Value Proposition Management Suppliers 110

Brooks Group

AUGUST 6, 2024

By aligning their solutions with the customer’s desired outcomes and demonstrating how their offerings can create tangible value (e.g., increased productivity, cost savings, improved quality), sales professionals can better meet evolving customer demands. Challenge 3.

Manufacturing 93

Manufacturing Supply Chain Value Selling Sales 93

Zendesk

AUGUST 24, 2021

In both cases, you have a customer who is using your products and services. B2B customer service involves more stakeholders. To provide the best customer service, teams will need to be patient and understand the nuances of each client’s business. It’s also possible that B2B customers will work with an implementation team.

B2B 98

B2B B2C Finance Communication 98

Showpad

JUNE 22, 2020

And, sales enablement must be closely aligned to their stakeholders’ goals to be able to meet their expectations. And only 28% that met their stakeholders’ expectations were able to improve sales productivity by double-digit percentages. . So, it’s how you leverage the concept of sales enablement that makes all the difference.

Digital Transformation 96

Digital Transformation Digitalization Sales Artificial Intelligence 96

Force Management

OCTOBER 13, 2022

When Sales and Delivery collaborate around a universal understanding of value, they are able to continuously add value for the customer and further improve the message. Implement a cadence for customer success teams to share proof points that demonstrate specific business outcomes attributed to your solution.

Stakeholders 71

Stakeholders Communication Value Selling Organization 71

Insightly

MARCH 4, 2022

6 Ways To Make Every Customer Interaction Matter. Healthy customer interactions and speedy complaint resolutions create better outcomes for all stakeholders. Positive customer interactions increase revenues and improve brand reputations. When employees make customers happy, their morale increases.

Media 97

Media Stakeholders Profitability Communication 97

Zendesk

FEBRUARY 25, 2022

When Zendesk first started its Customer Success team, the vice president of Support found Peterson’s tickets, pulled her out of the crowd, and asked her to be one of the first success managers. Initiatives like recharge days outside of vacation time and Focus Fridays for no meetings can significantly impact employee happiness.

Leadership 98

Leadership Prioritization Management Meetings 98

Revegy

AUGUST 12, 2020

Others may find that these circumstances present an opportunity or a demand for exponential growth and may now be grappling with the challenge of meeting a spike in demand. You have to understand what each person really needs and cares about in order to drive success. Map these strategic plans collaboratively.

Account Planning 69

Account Planning Account Management Stakeholders Client Development 69

ProlifIQ

FEBRUARY 8, 2023

QBRs and Salespeople: The Key to True Customer Success and Growth There are certain truths to life that cannot be disputed. A quarterly business review is typically an event that takes place over the span of a few days to a week where sellers and a customer success manager come together to align on all of their key accounts.

Account Planning 52

Account Planning CRM Customer Success Decision-making 52

ProlifIQ

MAY 14, 2021

It’s not based on one sales rep pursuing one deal at a time, dealing with just a key stakeholder or two. This is accomplished by aligning sales, customer success, and marketing, and using all of your resources to coordinate and conquer. Few stakeholders are willing to stick their necks out blindly.

Account Planning 64

Account Planning Innovation Stakeholders B2B 64

ProlifIQ

AUGUST 2, 2024

Crafting an effective QBR template is essential for account managers, customer success professionals, and enablement teams aiming to enhance client engagement and drive business growth. Executive Summary Start with a clear and brief summary that outlines the objectives of the meeting. What is a QBR?

Account Planning 52

Account Planning Client Relationships Stakeholders Prioritization 52

ProlifIQ

JULY 31, 2024

Below is a conceptual framework: This visualization shows which products or services from one part of your business can be introduced to customers from another. Work through your internal champions to meet additional stakeholders.

Account Planning 52

Account Planning Account Management CRM Stakeholders 52

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

Nutshell

AUGUST 6, 2018

Customer Nurturing Sales Process Templates. Customer Success Pipeline. Gather more information on the prospect in advance of a formal presentation; learn as much as possible about their company operations, desired outcomes, and the specific needs of all stakeholders. CREATE LIST OF STAKEHOLDERS. PASS TO ONBOARDING.

B2B 48

B2B Negotiation Stakeholders Decision-making 48

Envisio

NOVEMBER 17, 2023

Being able to transform raw data into engaging stories using visualizations, scorecards, and progress updates helps connect your community and key stakeholders with the work being done. We’ve also included some of the resources that we provide to Envisio customers when launching their first Envisio-powered public dashboards.

Media 52

Media Stakeholders Digitalization Customer Success 52

Miller Heiman Group

JULY 30, 2019

Your sellers should address how your reliable supply chain always meets customer deadlines and how your superior product quality helps end-users perform better. Technical End User: As the buying influence using your product, they are concerned about safety and efficiency, as well as meeting tight deadlines.

Manufacturing 61

Manufacturing Supply Chain Procurement Decision-making 61

DemandFarm

MARCH 31, 2023

The leadership team plays a big role in creating an impression that as a business it is vital to understand all the stakeholders in the buying process. With the increasing need for Digital Key Account Management tools, organizations must consider adapting their operations to meet the evolving needs of the market.

Key Account Management 52

Key Account Management Account Management Digitalization Management 52

Insightly

DECEMBER 15, 2021

It ensures your new CRM software will have enhanced functionality and contribute to customer retention. . At Insightly, we have helped more than 25,000 businesses successfully implement their CRM system to meet their unique business needs, and we’ve done so with companies of all sizes, across many industries. . Project Managers .

CRM 97

CRM Onboarding Software Software 97

Showpad

JULY 13, 2021

With sales discussions occurring asynchronously with multiple stakeholders, buyers and sellers need a central place to come together. These digital deal rooms let go-to-market teams and all buyer stakeholders easily exchange files and marketing material with actionable and informative comments and notifications.

Digitalization 52

Digitalization Stakeholders Communication Meetings 52