Account Manager Tips

JUNE 29, 2021

Build relationships with decision-makers and expand your network. Create contact plans to keep in touch with key stakeholders in your company and your client's. Do you make the first move and present a compelling proposal that positions you as the partner of choice? Be transparent and accountable for purchasing decisions.

Suppliers 246

Suppliers Shareholders Stakeholders Decision-making 246

ProlifIQ

OCTOBER 30, 2024

With kam techology , you can: Centralize Account Information : Make sure the critical information about an account is clean and in one place. Capabilities of KAM Technology Solutions That A Company Needs Map out stakeholders by location, business unit, or job function.

Key Account Management 52

Key Account Management Stakeholders Account Planning Account Management 52

Miller Heiman Group

APRIL 9, 2019

According to CSO Insights research , only 29 percent of organizations report being effective at using a formal process for account engagement and development of relationships with key stakeholders. When managing large accounts, many sales teams struggle to access diverse stakeholders. Develop a Situation Appraisal.

Stakeholders 92

Stakeholders Value Proposition Decision-making Account Management 92

Mike Kunkle

MAY 30, 2023

They know that the place they choose to work (the environment, especially the attitudes and behaviors of senior leaders) will radically influence their ability to make an impact with enablement. Finding yourself in one of these situations does not excuse you from working as hard and as smart as possible to make an impact with enablement.

Decision-making 311

Decision-making Sales Training Sales Sales Management 311

Nutshell

SEPTEMBER 18, 2024

Navigating the complexities of B2B sales, especially with high-value enterprise deals and multiple stakeholders, can be challenging. The sales process focuses on identifying key decision-makers and understanding their needs, then creating strategies to effectively address those needs.

Stakeholders 126

Stakeholders Sales CRM Value Proposition 126

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

Planview

FEBRUARY 13, 2025

Traditionally, supply chains were linear and compartmentalized, heavily reliant on manual processes, paper-based documentation, and isolated systems. Data silos hinder communication and collaboration, leading to misalignments among stakeholders.

Supply Chain 52

Supply Chain Digitalization Manufacturing Digital Transformation 52

Hubspot Sales

DECEMBER 1, 2020

After discussion topics and meeting expectations have been defined and shared with guests, an agenda can serve as a guide and outline for meeting notes and the documentation of decisions. When building an agenda, make it actionable by including questions the team needs to answer. Goals and Objectives. Attendance. Private Notes.

Meetings 143

Meetings Decision-making Stakeholders Sales 143

Upland

SEPTEMBER 1, 2023

Guided selling is a modern sales approach that combines technology, data analytics, and personalized interactions to assist customers in making well-informed purchasing decisions. This enables them to work faster, engage buyers more effectively, and make better decisions.

Decision-making 195

Decision-making Stakeholders Customer Experience CRM 195

Nutshell

JANUARY 2, 2025

Customer relationship management (CRM) system Computer-aided design (CAD) software Building information modeling (BIM) software Rendering software for architects Architecture accounting software Document management tools for architects Architect business suite software Image editing software for architects Which CRM has the features you need?

Software 62

Software Software CRM Construction 62

Hubspot Sales

JANUARY 12, 2018

1) Improve Stakeholder Management. Seven people are involved , on average, in the decision-making process. When multiple stakeholder are looking at your proposals, electronic signature technology can help identify the decision maker based on metrics like total time spent on the document or key pages.

e-Learning 110

e-Learning Stakeholders Decision-making Digitalization 110

Mike Kunkle

FEBRUARY 5, 2023

Other times, sellers work with ad hoc buying committees who have never worked together to make a purchase decision, and who are operating without an aligned process, policies, or even guidelines and guardrails. Yet, it’s still documentable; still a process. click the image to see a larger version] This makes sense, right?

B2B 231

B2B Sales Decision-making Negotiation 231

Corporate Visions

MARCH 9, 2021

Your customer stakeholders invested in your solution because they believed you would make a meaningful contribution toward their strategic business goals. Their decision to continue or increase that investment hinges on your ability to document results toward those goals.

Decision-making 115

Decision-making Stakeholders 115

Hubspot Sales

JANUARY 19, 2018

Setting up a formal deal plan makes sure you and your prospect -- and anyone else associated with the purchase decision -- are on the same page. A good deal plan can be a complex or a very basic document. Below are the questions I ask when creating a deal plan to make sure I’m covering all the bases. What are your goals?

Decision-making 145

Decision-making Stakeholders Software Software 145

Whetstone

JUNE 12, 2023

Engaging Internal Stakeholders in Strategic Accounts Introduction : No one questions the critical importance of effective stakeholder engagement in managing strategic accounts. However, the critical importance of internal stakeholders is often overlooked until it’s too late.

Stakeholders 52

Stakeholders Account Management Decision-making Finance 52

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.

Sales 52

Sales Supply Chain Decision-making Stakeholders 52

Hubspot Sales

JUNE 24, 2021

They have an ideal result that they're trusting a firm and its stakeholders to achieve. Scope creep occurs when those stakeholders wind up adding additional functions, features, requirements, or other unauthorized work as a project progresses. Differences in Stakeholders' Opinions. Overly Long Projects.

Stakeholders 132

Stakeholders Leadership Decision-making Communication 132

Hubspot Sales

MAY 17, 2018

It could be extra clicks to find a prospect’s email, unnecessary fields to enter in your CRM (because Marketing told you to), or additional calls you need to make because your first few prospects never answered. E-signing makes it easy to conduct business from where your consumers are -- on mobile. We live and breathe mobile.

Decision-making 111

Decision-making Stakeholders CRM Digitalization 111

Account Manager Tips

SEPTEMBER 29, 2020

1) Sales Intelligence: LinkedIn Sales Navigator (2) Appointment scheduling: Arrangr (3) Sales automation & engagement: Salesmate.io (4) Database: Airtable (5) Note taking: Milanote (6) Task Management: Todoist (7) Document Management: Bit.ai Ask your clients to bookmark the page in case they want to make an appointment with you.

Key Account Management 130

Key Account Management Account Management Management Onboarding 130

Hubspot Sales

APRIL 3, 2019

Balanced Scorecard Institute sums up strategic planning nicely: "It is a disciplined effort that produces fundamental decisions and actions that shape and guide what an organization is, who it serves, what it does, and why it does it, with a focus on the future. This information is written down in a document known as a strategic plan.

Stakeholders 134

Stakeholders Sales Software Software 134

Hubspot Sales

NOVEMBER 22, 2023

Ultimately, to achieve consistent growth and stay ahead of the competition, businesses must streamline their sales operations, focus on nurturing customer relationships , and make data-driven decisions. Identify bottlenecks, track key metrics, and make data-driven decisions to close deals faster.

CRM 116

CRM Decision-making Sales B2C 116

Quip

NOVEMBER 17, 2020

Companies are placing special importance on sales teams’ operational efficiency, data-driven decision-making, and collaboration. We’ve even built a library of customizable best practice template documents that you can take and connect to any point or stage in your sales cycle. Until Salesforce Anywhere became available, that is.

Stakeholders 52

Stakeholders Account Planning Decision-making Sales 52

DemandFarm

JANUARY 12, 2025

But it also demands precise account planning, strategic execution, data-driven decision-making, and seamless cross-functional collaboration. Centralized Data : RevOps consolidates data across teams, creating a single source of truth to inform strategies and enhance decision-making.

Key Account Management 52

Key Account Management Account Management Decision-making Prioritization 52

Mike Kunkle

APRIL 8, 2023

(Although, in complex B2B opportunities, especially with longer sales cycles, qualification – like discovery – may be ongoing, because new stakeholders are introduced, others leave, budgets shift, and in general, things change.) They should be well documented in your CRM, preferably with a scoring system.

B2B 130

B2B Sales Decision-making Stakeholders 130

Flevy

MAY 23, 2023

Decision Making is critical for every business. Military strategists apply their training and experience to devise battle plans and make quick decisions aimed at achieving specific objectives. It’s a tool that military forces use to plan and execute strategic decisions. Enables prompt, objective decisions.

Decision-making 98

Decision-making Energy and Utilities e-Learning Digital Transformation 98

Hubspot Sales

SEPTEMBER 26, 2018

Account managers are responsible for maintaining client relationships and analyzing key information about the customer, their industry, stakeholders, and the competitive landscape to find “ white space.”. Greater access to decision-makers. Though salespeople already have access to some stakeholders, it’s still crucial to build a plan.

Account Management 104

Account Management Management Stakeholders Profitability 104

Arpedio

OCTOBER 20, 2023

Understanding the power of a stakeholder matrix – A comprehensive guide Relationship Mapping Software ← Back to blog In the dynamic landscape of account management, understanding your clients’ needs, expectations, and concerns is paramount to building lasting and mutually beneficial relationships.

Stakeholders 52

Stakeholders Account Management Client Relationships Decision-making 52

Hubspot Sales

FEBRUARY 13, 2025

Clarify the steps and stakeholders involved in decision-making. In fact, 88% of buyers say theyll only make a purchase if they see the salesperson as a trusted advisor. Thats the vibe SPICED helps you deliver insightful, credible, and just bold enough to make an impact. Critical Event.

Decision-making 52

Decision-making Sales Prioritization CRM 52

Red Star Kim

APRIL 11, 2023

Producing a great looking document or presentation really quickly is not a great strategy if the win rate isn’t improving. They listed all the key documents to deconstruct: the main document, pricing document, specification and supporting appendices (including policies). Make your client-centricity as clear as a bell.

Government 130

Government Innovation Meetings Finance 130

PandaDoc

AUGUST 29, 2022

There are two common goals that exist when we speak about the finalizing of the sales process: To make it as fast as possible. The second is the sequence of actions both parties must adhere to in terms of adding any changes to the documents they’re negotiating. Create a kanban board with the scope and add all the stakeholders there.

Negotiation 98

Negotiation Decision-making Stakeholders e-Learning 98

Flevy

JULY 1, 2024

Management consulting firms leverage workshops as an effective way to rapidly reach decisions within client organizations. They are typically used to gather stakeholders who normally don’t cross paths–e.g. stakeholders from different departments, different business units, and/or different regions. Planning Cells.

Innovation 98

Innovation Stakeholders Facilitation Decision-making 98

DemandFarm

AUGUST 8, 2024

Stakeholder mapping isn’t just another box to check off on your project management to-do list—it’s your secret weapon for project success. By utilizing a stakeholder mapping template as the first step, you can effectively manage stakeholders and confidently communicate with them to move your new project forward.

Stakeholders 40

Stakeholders Decision-making Prioritization CRM 40

Upland

MAY 18, 2023

Sales maps for key accounts tend to be quite complex with many stakeholders. As they move through this process with their revenue team , it’s important that they document their findings and insights. Your key accounts are your most desired customers. This might look a little overwhelming at first – but never fear!

Key Account Management 195

Key Account Management Account Management Management Account Planning 195

ProlifIQ

MARCH 30, 2023

The account planning process includes assessing an account’s business needs, goals, and structure and making sure your product or service delivery and value meet and exceed the expectations of your key accounts. An account plan should be interactive and a living, breathing document used as a framework for the account.

Account Planning 98

Account Planning Key Account Management Account Management Stakeholders 98

Hubspot Sales

JULY 5, 2022

A B2B sales flowchart is a document that shows the steps that each member of your team should take as a customer moves along the sales process. The flowchart uses yes or no scenarios to illustrate how your team should respond to your prospect's decisions and actions during each stage of your business' sales process. Image Source.

B2B 115

B2B Sales Stakeholders Decision-making 115

Upland

MAY 5, 2023

It means being brought into the inner-circle, being there when the big questions are asked, and the big decisions are made. I’m here to talk about you.’” At first, the customer wasn’t sure what to make of his new persona. Inertia is, after all, one of the strongest forces in the universe. And he always came prepared. “It

Account Planning 195

Account Planning Healthcare Decision-making Stakeholders 195

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. Make sure to uncover these external events before committing to the sales cycle. Have regular check-ins with key stakeholders. We often know these people as decision makers.

Management 115

Management Stakeholders Onboarding Decision-making 115