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Financial Services & Account Planning: 8 Reasons They’re A Dynamic Duo

ProlifIQ

Financial services and account planning go together like peanut butter and jelly, like bacon and eggs, or like a burger and fries. Here are 8 reasons financial services companies need account planning. . Financial Services Relies on Relationship Management. Org Charts. Org Charts.

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Financial Services & Account Planning: 8 Reasons They’re A Dynamic Duo

ProlifIQ

Financial services and account planning go together like peanut butter and jelly, like bacon and eggs, or like a burger and fries. Here are 8 reasons financial services companies need account planning. . Financial Services Relies on Relationship Management. Org Charts. Org Charts.

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How to define a strong KAM Training Path

KAM With Passion

This article focuses on individual competencies, especially those of the Key Account Managers. It provides you with a precise description of the skills and competencies required from a true Key Account Manager (not a plain entreprise customers sales rep). Defining Skills & Competencies.

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Becoming the expert for your customer

Jermaine Edwards

Some account managers and key account managers can get paralysed by over research. When studied and applied these will immediately help you as a customer leader or key account manager prepare to support, shape and solve real problems with and for your customers. There are three influencing market areas.

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2024 State Of Account Planning: Survey Results

ProlifIQ

With economic uncertainty, slowing growth, and more scrutiny on every purchase, many teams struggled to close deals and retain accounts. This report aims to uncover how account planning has evolved as our new reality has set in over the last 12+ months. Centralizing account plans in CRM can enable this consistency.

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What are the 4 Zones™ of Customer Engagement?

Clarity Engagement Solutions

This in turn, enables companies to transition from tactical selling to strategic account and opportunity management , using a scalable, professional B2B account approach for building long-term, value driven relationships and driving short-term revenue goals. DID We Pique Your Interest?

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Referrer Management – Capacity and Capability

Red Star Kim

Delegates included both partners and business development professionals (some with a banking background) from law firms (employment, criminal, disputes, offshore), accountancy practices (audit, forensic, insolvency and restructuring and financial services. Some looked to LinkedIn’s Sales Navigator to drive data and process.