article thumbnail

Break & Glue: The art of capturing complex mega-strategic accounts in CRM to get the most from account planning tools 

Strategic Account Management Association

By Saleh Al-Ben Saleh, Strategic Account Manager, Emerson. A while ago, I came across a discussion about the optimal way to capture strategic customers in a customer relationship management (CRM) tool in a way that enables effective, efficient account planning using account planning applications or tools.

article thumbnail

People & Problems: The core of strategic account planning

Strategic Account Management Association

And second, while no one is immune to these challenges, the strategic account planning approaches that drive success today aren’t unique to any particular industry or business size. But how, exactly, we do that—how we build account planning motions that drive real wins—rests on the twin pillars of people and problems.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

The Secrets Of Successful Strategic Account Management With Richard Santucci And David Hughes

Strategic Account Management Association

Join us and hear how Richard Santucci and David Hughes leveraged their combined 50 years of experience in B2B sales and sales leadership to build and lead a very successful, global Strategic Account Management program from scratch, then wrote a great book about it.

article thumbnail

The Ultimate One Page Key Account Plan Template

Account Manager Tips

Simplify your key account management with our quick 7-step one page key account plan template. Designed for maximum impact without the time sink!

article thumbnail

How to Boost Sales Productivity with Account Planning

Upland

Sales productivity becomes even more difficult for complex B2B accounts with large buying groups and multiple divisions involved in the decision-making process. Why account planning is essential to boost sales productivity Account planning is the process of mapping out key aspects of a potential customer or account.

article thumbnail

The Importance of Change Management in Account Planning

Upland

Sales leaders often find that commitment to change is the single most important ingredient in a successful account planning practice. A lthough change can be scary, difficult and potentially costly if not managed correctly, it is ultimately the key to achieving higher win rates, championing large buying groups, and growing revenue.

article thumbnail

Account Management vs. Account Planning Explained

Arpedio

In the world of business, Account Management and Account Planning are two essential concepts that play a critical role in driving client success and business growth. In this section, we will delve into the key differences between Account Management and Account Planning.