Strategic Account Management Association

FEBRUARY 3, 2022

By Richard Scheig, Chief Revenue Officer, Upland Software. The view from where I sit as Upland Software’s Chief Revenue Officer is a profoundly interesting one. Research from Gartner suggests that only 28 percent of sales leaders say we’re meeting our cross-selling and up-selling growth targets.

Account Planning 400

Account Planning Supply Chain Prioritization Digital Transformation 400

Agile CRM

MARCH 6, 2022

What is a Project Management Software? Project management software is a solution that includes project management tools and is used to plan, schedule, and allocate resources for projects. They can also be utilised in businesses as administrative tools for collaboration and communication among project stakeholders. Conclusion.

Software 98

Software Software Management Stakeholders 98

Upland

NOVEMBER 28, 2021

New software? 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

Planview

FEBRUARY 13, 2025

This shift leverages advanced technologies, automation, and integrated software platforms to create a more connected, efficient, and responsive network. This shift is crucial for meeting the complex demands of modern automotive manufacturing, where just-in-time production, customization, and global sourcing are increasingly prevalent.

Supply Chain 52

Supply Chain Digitalization Manufacturing Digital Transformation 52

Hubspot Sales

NOVEMBER 29, 2022

To reduce the probability of such inaccuracies, sales forecasting software has become an indispensable part of the professional sales kit. This post shares 12 forecasting software that can help you predict, monitor, and optimize your deal pipeline. Benefits of Sales Forecasting Software. The 12 Best Sales Forecasting Software.

Software 124

Software Software Artificial Intelligence Sales 124

ProlifIQ

OCTOBER 30, 2024

Capabilities of KAM Technology Solutions That A Company Needs Map out stakeholders by location, business unit, or job function. KAM tools help companies make better decisions with strategic customers based on stakeholder and company-owned data. These solutions typically provide visual representations of the stakeholder landscape.

Key Account Management 52

Key Account Management Stakeholders Account Planning Account Management 52

Nutshell

OCTOBER 22, 2024

Nutshell has recently been recognized by Research.com as one of the top CRM software companies providing B2B solutions, solidifying its place among the industry’s best. Research.com is a trusted platform known for its thorough research and software reviews, offering valuable solutions for both business and academic sectors.

CRM 71

CRM B2B Software Software 71

Hubspot Sales

JUNE 8, 2022

Here, we'll explore the concept of financial forecasting in depth, review some popular financial forecasting models, go over some prominent financial forecasting methods, and see some of the best financial forecasting software solutions on the market. Financial Forecasting Software. Financial Forecasting Software. Straight Line.

Software 105

Software Software Decision-making Finance 105

Hubspot Sales

SEPTEMBER 21, 2020

Enterprise sales also involve multiple stakeholders, and the salesperson is typically in conversation with numerous people before deals are closed. Overall, a complex sale is marked by three key elements: higher perceived risk resulting from higher price points, a longer sales cycle (6+ months), and multiple stakeholders.

Stakeholders 139

Stakeholders Insurance Decision-making Finance 139

Nutshell

SEPTEMBER 18, 2024

Navigating the complexities of B2B sales, especially with high-value enterprise deals and multiple stakeholders, can be challenging. The Miller Heiman blue sheet The Miller Heiman sales process and CRM software What is the Miller Heiman sales process? This understanding will help tailor solutions to meet their unique needs.

Stakeholders 126

Stakeholders Sales CRM Value Proposition 126

Planview

JULY 29, 2024

Conversely, if you’re relying on inflexible project portfolio management software that restricts the way teams work, you could fall short of reaching those goals. Don’t Let Complexities Hold You Back Most organizations need the capabilities that traditional project portfolio management software provides, but that’s not always enough.

Supply Chain 59

Supply Chain Decision-making Facilitation Stakeholders 59

Help Scout

JUNE 3, 2021

Take, for example, buying support software. In this article, we show a realistic view of what you can expect when purchasing support software, plus some tips on how to best approach the process to make it as painless as possible. It’s important that any new tool you invest in fits well with your current software stack.

Software 105

Software Software Decision-making Small Business 105

Upland

MARCH 29, 2023

Gone were the face to face office meetings and networking at industry events, and in their place were hour-long zoom calls with sellers wearing hoodies. Now, however, things have changed. Sales professionals can build stronger relationships with key stakeholders by assessing their relationships and relationship gaps.

CRM 195

CRM Management Stakeholders Decision-making 195

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

DECEMBER 12, 2017

SaaS stands for software as a service. It is a type of software hosted, secured, and managed by a single provider. Software as a service, or SaaS, is software that’s accessed, managed, and used on the internet. Software as a service, or SaaS, is software that’s accessed, managed, and used on the internet.

Sales 144

Sales Acquisition Software Software 144

DemandFarm

OCTOBER 23, 2024

A multinational software company might spend nearly a year negotiating a $5 million deal with a Fortune 500 company. This process involves multiple product demonstrations, engaging with IT, procurement, and finance stakeholders, and significant customization to meet the client’s needs.

Key Account Management 40

Key Account Management Account Management Management Procurement 40

Arpedio

NOVEMBER 22, 2023

Unlock Business Potential with Effective Stakeholder Mapping Improve your critical stakeholder relationships ← Back to blog As businesses strive to achieve growth and success, many overlook the untapped potential of effective stakeholder mapping. We will also highlight the tools and techniques available for stakeholder mapping.

Stakeholders 52

Stakeholders Decision-making Business Growth Innovation 52

Hubspot Sales

NOVEMBER 18, 2020

Sales leaders ranked video conferencing software as the most important tool for their teams, followed by their CRM. 63% of sales leaders believe virtual meetings are as effective as in-person meetings. For B2B sales teams, the number of stakeholders and decision makers involved in the buying process is a notable obstacle.

Sales Leadership 142

Sales Leadership Leadership Sales B2B 142

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

Hubspot Sales

DECEMBER 14, 2020

They work with salespeople to ensure they have the information and tools they need to succeed and execute a successful sales transformation that meets intended end goals. As a sales leader, you’d work with your sales teams to revamp their current operations and give them the means to meet these overall goals.

Sales 144

Sales Software Software Meetings 144

Hubspot Sales

MARCH 15, 2021

Research shows involving more stakeholders in an RFP is actually better: Top performers include an average of 10 contributors in every proposal. Most teams involve these stakeholders as a minimum. Three Steps to Get RFP Contributors on Board: Start with a kickoff meeting involving all stakeholders.

Stakeholders 132

Stakeholders Software Software Organization 132

Hubspot Sales

JANUARY 11, 2021

B2B sales tools are software and devices meant to help businesses sell their products and services to other businesses. The software is meant to assist with the creation of proposals, interactive quotes, contracts, and e-signatures as well as the collection of payments. Calendy is an online appointment and scheduling software.

B2B 143

B2B Sales CRM Banking 143

Hubspot Sales

APRIL 5, 2023

Table of Contents Sales Career and Salary Stats The Buyer’s Journey Lead Generation Stats Sales Software Stats Sales Careers and Salary Stats Practically every business in every industry needs salespeople. Outside sales representative positions include some travel time to meet with buyers and pitch products.

Sales 128

Sales Software Software Meetings 128

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

JANUARY 11, 2018

Rep: “And you’ll be using Spartan to organize customer events around the country, which currently you do not have software for. This is normally the stage where my customer brings in [the head of Finance, the other stakeholders, their manager] to [discuss X, get their perspective on Y]. stakeholders involved in every deal.

Decision-making 145

Decision-making Stakeholders Finance Meetings 145

Upland

MARCH 23, 2023

In addition to helping teams gain a holistic view of their accounts, the right account planning software can help teams see sandbagging warning signs early on. This makes more accurate sales forecasts a possibility while cutting back on sandbagging.

Account Planning 195

Account Planning Sales Decision-making Sales Environment 195

Upland

SEPTEMBER 1, 2023

Regular team meetings, knowledge-sharing sessions, and open communication channels help distribute valuable insights across the sales team. These tools are a centralized repository where relevant information about individuals, key stakeholders, potential opportunities, next steps, and more can be accessed.

Decision-making 195

Decision-making Stakeholders Customer Experience CRM 195

ClearPoint Strategy

NOVEMBER 2, 2021

Your company-wide strategy is in place, but entirely ineffective—and you have a hunch that using a strategic planning model (and strategy software ) will make a big difference. There are many ways you can create a Balanced Scorecard, including using a program like Excel , Google Sheets, or PowerPoint or using reporting software.

Stakeholders 145

Stakeholders Software Software Organization 145

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

Nutshell

MAY 21, 2024

Software for financial services companies helps to determine investment opportunities, identify risks, forecast returns, and much more. Organizations in this industry often provide several different services, requiring them to have access to various software solutions. Table of Contents What software is used in financial services?

Financial Services 71

Financial Services Software Software Cybersecurity 71

Hubspot Sales

MARCH 3, 2020

Selling software B2B is more involved than ever before. The questions a buyer needs to consider when purchasing enterprise software can go on and on. After the demo, it takes a number of additional meetings to scope and confirm feasibility between technical teams. Have regular check-ins with key stakeholders.

Management 115

Management Stakeholders Onboarding Decision-making 115

Nutshell

AUGUST 14, 2024

Determining your return on sales gives stakeholders a snapshot of your business’s financial well-being and insight into its potential for growth and success. Calculating your ROS gives stakeholders a more realistic overview to determine your business’s profitability.

Profitability 133

Profitability Suppliers Investors Sales 133

Planview

MARCH 19, 2025

Technological Advances : Innovations in AI, machine learning, and digital currencies redefine how organizations operate and meet consumer expectations. Strategy-to-Execution Alignment Creates a shared vision of objectives and key results (OKRs) across business and technology teams, ensuring all stakeholders work toward common goals.

Financial Services 52

Financial Services Banking Management Government 52

Hubspot Sales

APRIL 15, 2020

If you’re worried about taking calls remotely, you can have your team members forward their work lines to their mobile devices or use an online call software to manage sales calls remotely. Look at your environment and ask yourself how many marketing and promotional efforts you had that were designed around live and in-person meetings.

B2B 135

B2B Supply Chain Sales Digitalization 135

Hubspot Sales

JULY 5, 2022

Involve all stakeholders in the process. Therefore, it’s essential to identify what stakeholders are involved in each stage of the sales process. Schedule time to meet with your stakeholders and share your business' SMART goals, then determine the role that each stakeholder will have in completing the goals of the sales process.

B2B 115

B2B Sales Stakeholders Decision-making 115

Red Star Kim

NOVEMBER 13, 2023

It was good to meet the private client lawyers – some recently promoted to head of department – for a workshop on “ Managing and growing your private client practice” earlier this month. One delegate’s firm had recently merged and integration was a priority. Two tools were provided to assist with this. The need to include purpose (i.e.

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

Hubspot Sales

DECEMBER 29, 2021

Here, we'll take a closer look at the concept, see some examples of what it looks like in practice, go over how you can put an effective incentive compensation plan together, and review some of the preeminent incentive compensation software on the market. Incentive Compensation Management Software. Let's dive in. Evaluation.

Profitability 127

Profitability Stakeholders Leadership Software 127