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

Benefits of mapping relationships in a CRM strategy Here are a few ways that relationship mapping can be an important part of your customer relationship management strategy: Identifying key stakeholders: Relationship mapping helps identify the key decision-makers and influencers within an account.

CRM 195

CRM Management Stakeholders Decision-making 195

DemandFarm

MARCH 31, 2025

Conversations, stakeholder engagement, external market intelligence, and predictive signals all play a crucial role in shaping long-term growth. Who are the contacts (Relationship Intelligence) that remain unengaged, and have you engaged with the right stakeholders enough? They track transactions, monitor pipelines, and organize data.

Key Account Management 52

Key Account Management Account Management Management CRM 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

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

DemandFarm

MARCH 31, 2025

It integrates seamlessly with HubSpot, enabling users to auto-generate stakeholder maps using CRM data. Its AI capabilities help teams understand stakeholder influence and forecast potential deal risks. Enterprise teams managing complex B2B sales with multiple stakeholders.

CRM 40

CRM Stakeholders Account Planning Decision-making 40

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

Account Manager Tips

FEBRUARY 28, 2021

LinkedIn recently revealed the most promising jobs and in-demand skills and three customer relationship focused roles made the Top 10 #3. Customer Success Manager #7. Influential Adept at growing networks to drive referrals Influencing senior stakeholders and decision makers to improve revenue and retention.

Key Account Management 246

Key Account Management Account Management Management Decision-making 246

Upland

NOVEMBER 28, 2021

Typically, these programs are powered by a robust software solution designed to meet all stakeholders’ reference needs—from Marketing and Customer Success to frontline sellers and everyone in between—and require at least one dedicated Advocacy Manager to keep everything running smoothly.

Sales 195

Sales B2B Software Software 195

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? What we are looking for We are looking for our next favorite colleague in the position of a Customer Success student assistant.

Customer Success 52

Customer Success B2B Account Management Innovation 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

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

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. Compared to small or mid-sized business (SMB) sales, enterprise sales typically entail a longer decision-making process, more resources, and more stakeholders.

Key Account Management 40

Key Account Management Account Management Management Procurement 40

Showpad

JULY 7, 2020

Vertical alignment is about the adjustment of enablement to the customer, the business strategy, other strategic initiatives and executive stakeholders and sponsors. . Vertical alignment has three facets of alignment: to the customer, to the strategy and other strategic initiatives and to senior executive stakeholders and sponsors. .

Digital Transformation 137

Digital Transformation Stakeholders Sales CRM 137

PandaDoc

MARCH 25, 2025

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. You cant just pick it off a menu.

Sales 52

Sales Supply Chain Decision-making Stakeholders 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

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!

Account Management 52

Account Management Customer Success Management Artificial Intelligence 52

Hubspot Sales

JULY 6, 2021

Communicate with executives and key stakeholders about revenue stream performance. As CRO is a senior role, those baseline qualifications can be coupled with any of the following: Significant years of experience (7-10+) in roles related to revenue operations, like customer success, marketing, sales, or product development.

Decision-making 126

Decision-making Value Proposition Stakeholders Advertising 126

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 100

Stakeholders Sales Finance Decision-making 100

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

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. Often, marketing effectiveness suffers due to misalignment with sales or customer success.

Artificial Intelligence 40

Artificial Intelligence Key Account Management Decision-making Account Growth 40

Hubspot Sales

MARCH 3, 2020

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. Project managers are held accountable for successful project implementation along with their teams. We often know these people as decision makers.

Management 115

Management Stakeholders Onboarding Decision-making 115

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

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 109

Stakeholders Communication Value Selling Organization 109

Brooks Group

APRIL 9, 2024

These stakeholders typically fall into four primary categories: Decision Makers Decision makers hold the ultimate authority for the purchase. They play a crucial role in securing buy-in and consensus among stakeholders. Balancing these perspectives and ensuring your solution addresses the concerns of all stakeholders is crucial.

Value Proposition 109

Value Proposition Procurement Decision-making Stakeholders 109

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

Upland

JANUARY 26, 2023

In an account-based selling approach, the differentiation between teams like customer success, sales and marketing is less distinct. You Have Small-to-Medium Sized Customers: Contrary to popular opinion, account-based selling can be just as effective for smaller businesses as it can be for large businesses.

Account Planning 195

Account Planning B2B Decision-making Acquisition 195

DemandFarm

DECEMBER 27, 2024

In KAM, this enables managers to coach reps on stakeholder engagement, relationship building, and navigating complex account hierarchies. This allows managers to coach their teams on navigating complex stakeholder dynamics with precision. This allows them to make informed decisions and guide their teams strategically.

Sales Management 40

Sales Management Management Decision-making Negotiation 40

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

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. SaaS sales cycles vary depending on price, customers, and product complexity. It is a type of software hosted, secured, and managed by a single provider.

Sales 144

Sales Acquisition Software Software 144

KAM With Passion

MARCH 17, 2022

Complex sales is about generating and winning opportunities and acquiring new customers in a B2B (private) or B2G (public/government) environment where different stakeholders are involved on the buyer’s side and the solution is partially or totally co-constructed with the customer.

Key Account Management 130

Key Account Management Account Management Co-Creation Global Accounts 130

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

Hubspot Sales

DECEMBER 6, 2022

Participating in these communities is a great way to network with other organizations and stakeholders in your business ecosystem. For example, they might know the most relevant stakeholders, when strategic planning occurs, what budgets are available, and details about an account’s product or strategic roadmaps.

Onboarding 128

Onboarding Decision-making Organization CRM 128

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