Upland

AUGUST 25, 2023

An influence map is a visual tool that helps you identify and understand the stakeholders who have a say in your project or decision. It can be used to: Identify the key stakeholders who need to be engaged in order to achieve your goals. Understand the relationships between stakeholders and how they influence each other.

Stakeholders 195

Stakeholders Decision-making Sales Leadership 195

Upland

MARCH 29, 2023

It means becoming so much more in the eyes of your customers and prospects than just another vendor. Earning a place as a trusted advisor means engaging everyone in the organization with whom you can deliver value.

CRM 195

CRM Management Stakeholders Decision-making 195

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

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

Hubspot Sales

AUGUST 26, 2020

Customer Success. 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.

Stakeholders 138

Stakeholders B2B Decision-making Sales Environment 138

Hubspot Sales

FEBRUARY 21, 2025

Pro tip : To keep your approach organized, consider using HubSpots Free Sales Plan Template. It guides you through mapping out your target accounts, tracking engagement, and measuring success at each stage of the relationship-building process. Build relationships with multiple stakeholders. Budget holders. Project implementers.

Value Proposition 52

Value Proposition Stakeholders Decision-making Prioritization 52

Showpad

JULY 7, 2020

One observation is that all the challenges businesses experienced over the last couple of years, such as stagnating sales productivity and performance and a lack of organic growth, were covered up by a good economy. 1: Effective sales enablement requires customer journey alignment . Or, the revenue came from other sources.

Digital Transformation 137

Digital Transformation Stakeholders Sales CRM 137

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

Arpedio

JANUARY 30, 2025

Why Account-Based Everything is Changing Sales ABE is a game changer because it breaks down silos between sales, marketing, and customer success , aligning them around the same high-value accounts. With ABE, they collaborate from the start, ensuring a seamless and personalized experience for the customer.

Stakeholders 52

Stakeholders CRM Customer Success Account Management 52

Upland

JANUARY 26, 2023

Account-Based Sales Takes a Revenue Team One of the top challenges organizations face in transitioning to an account-based sales model is the change in mindset necessary to succeed at account-based selling. 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

DemandFarm

OCTOBER 23, 2024

This process involves multiple product demonstrations, engaging with IT, procurement, and finance stakeholders, and significant customization to meet the client’s needs. Enterprise sales involve selling goods or services to large businesses or organizations, often resulting in long-term, high-value contracts.

Key Account Management 40

Key Account Management Account Management Management Procurement 40

Brooks Group

APRIL 9, 2024

These stakeholders typically fall into four primary categories: Decision Makers Decision makers hold the ultimate authority for the purchase. 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.

Value Proposition 109

Value Proposition Procurement Decision-making Stakeholders 109

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 Account Management B2B Innovation 52

Hubspot Sales

MARCH 3, 2020

Answering these questions involves seamless coordination between both your own company and your prospect’s organization. While our opportunities are organized into a nice and easy set of stages, we all know deals are rarely that easy. Project managers oversee the success of projects or initiatives within their organizations.

Management 115

Management Stakeholders Onboarding Decision-making 115

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

DemandFarm

NOVEMBER 27, 2024

“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. Organizations that invest in RevOps report a 30% reduction in go-to-market expenses.

Artificial Intelligence 40

Artificial Intelligence Key Account Management Decision-making Account Growth 40

Force Management

OCTOBER 13, 2022

Getting customer-focused is an organization-wide initiative that requires alignment of strategy, messaging, content and seller skills. The ability to center your customer in the sales process is a major growth driver, and especially important when customers are dealing with challenges like economic change.

Stakeholders 107

Stakeholders Communication Value Selling Organization 107

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

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

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 143

B2B Sales CRM Banking 143

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

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

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

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. Some organizations wait for new clients to submit payment before awarding commission. Other organizations tier their commission rates. SaaS Sales Models. Self-service.

Sales 144

Sales Acquisition Software Software 144

DemandFarm

DECEMBER 27, 2024

In KAM, this enables managers to coach reps on stakeholder engagement, relationship building, and navigating complex account hierarchies. Streamlined Account Management AI-driven relationship mapping tools can identify decision-makers, influencers, and detractors within a clients organization.

Sales Management 40

Sales Management Management Decision-making Negotiation 40

Hubspot Sales

JUNE 22, 2022

There are several kinds of potential stakeholders you need to account for, and each connection requires some degree of individual attention and effort. Virtually any stakeholder that has some kind of bearing on a business's success or operations can have one with that company.

Stakeholders 131

Stakeholders Publishing Investors Prioritization 131

Insightly

OCTOBER 5, 2021

This is part 3 of a customer service blog series based on conversations with members of Insightly’s client services and customer success teams. Many companies talk about being “customer-centric.” In reality, too few invest the time and effort to provide truly customer-centric experiences.

Customer Experience 98

Customer Experience Customer Success CRM Innovation 98

Planview

MAY 26, 2023

Communicate Define change approach, identify success measures, establish change framework and activities, prepare change toolkit, identify stakeholders, develop communication plan, develop branding, create messaging, and schedule communications Then, they executed their communication plan.

Organization 52

Organization Stakeholders Communication Logistics 52

Insightly

FEBRUARY 25, 2022

Most companies have plenty of customer information. However, problems can arise if your customer data is siloed across multiple teams and systems. Before you can create a customer-focused organization, you need to get your entire frontline staff on the same page ( e.g. the same CRM ). Align your teams with Insightly .

Logistics 98

Logistics CRM Stakeholders Media 98

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. Share company updates without unnecessary meetings.

Sales 124

Sales Meetings Stakeholders Customer Success 124

Showpad

JUNE 22, 2020

Before we go into the sales enablement engine details, let’s make sure that we all have the same understanding of the term “digital transformation” — especially what it means for sales organizations. Because we are not only living in the digital age, but also in the age of the customer. .

Digital Transformation 96

Digital Transformation Digitalization Sales Artificial Intelligence 96

Miller Heiman Group

APRIL 2, 2019

Then, you stay ahead on any changes occurring at the company and ensure that you and your customers remain on the same page regarding long-term objectives and how your solution helps achieve them. To win them back, you’ll have to evaluate your customer-centric performance. Field of Play. Market conditions. Buying influences.

Account Management 110

Account Management Value Proposition Management Suppliers 110

Insightly

SEPTEMBER 28, 2021

4 customer service challenges (and how to solve them). This is part 2 of a customer service blog series based on conversations with members of Insightly’s client services and customer success teams. In part 1 of this customer service blog series, we discussed five important skills for building great relationships.

Remote Working 98

Remote Working Prioritization Communication Stakeholders 98

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

Insightly

MARCH 4, 2022

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. Use Insightly Service to foster customer relationships.

Media 97

Media Stakeholders Profitability Communication 97