Upland

MARCH 19, 2021

Increased account penetration boosts revenue. Even as account planning, cross-selling and upselling are buzzwords in professional services and other B2B industries, there is often not a great handle on how much opportunity exists in current accounts, or how the company is performing on delivering against that upside.

Account Planning 195

Account Planning B2B Sales Sales Environment 195

Revegy

JULY 17, 2018

Are your account plans helping your teams meet their quotas or are they missing the mark? Without comprehensive, well thought out account plans, companies are missing out on major revenue opportunities and risk losing some of their largest clients. 4) Align Your Approach to Your Customer’s Goals with Strategy Maps.

Account Planning 40

Account Planning Suppliers Profitability Decision-making 40

Arpedio

NOVEMBER 29, 2023

December 2 What is the primary focus of ARPEDIO's Account Management solution? Enter draw #1 Account-Based Selling Platform Treat your colleagues to an early Christmas present Relationship Mapping & Org Chart Improve your critical stakeholder relationships. Learn more Account Management Powerful account planning in Salesforce.

Account Management 52

Account Management Account Planning Account Strategy Stakeholders 52

Account Manager Tips

NOVEMBER 22, 2022

First things first: find out what they want You can't adapt your account strategy until you understand what the new procurement team want. One Page Key Account Plan Guide & Template. Say goodbye to complicated account plans that don't work. They start picking over little details.

Procurement 130

Procurement Suppliers Supply Chain Key Account Management 130

ProlifIQ

OCTOBER 4, 2023

This strategy forms the foundation of your approach to managing and developing relationships with your most important accounts. Customer Segmentation One of the first steps in crafting your account strategy is customer segmentation. It lays out a detailed plan for each key account.

Account Management 52

Account Management Management Account Planning Key Account Management 52

ProlifIQ

JUNE 21, 2023

This alignment helps in driving sustainable growth and ensuring the overall success of the strategic account management program. Account plans are instrumental in managing and retaining strategic accounts. FAQ How does an account planning tool help strategic account management processes?

Account Management 52

Account Management Management Account Planning Stakeholders 52

DemandFarm

APRIL 18, 2023

A connected apps ecosystem in key account management involves the integration of your digital key account planning tool with other tools in your sales tech and marketing tech stack. Check out DemandFarm’s free, on-demand Masterclass on ‘Making Account Plans Actionable, Measurable and Sustainable’ now!

Account Management 52

Account Management Digitalization Management Account Planning 52

KAM With Passion

JUNE 20, 2021

For Key Account Managers, although this representation is somewhat oversimplified, it is essentially about mastering the design and implementation of a relevant and impactful Key Account Plan and overcoming the challenges of implementation. Basic – Module 1: KAM Strategy & Methodology, Module 2: Key Account Planning.

Key Account Management 130

Key Account Management Account Management Co-Creation Account Planning 130

Cosawi

JANUARY 29, 2024

In our more traditional groups, marketing, and sales work in locked steps but it seems that the shift to strategic account management is often missing marketing when time comes to establish its roadmap. The collaboration between account marketing and account managers is a defining feature of Thales’s ABM approach.

Value Proposition 52

Value Proposition Co-Creation Marketing Account marketing 52

ProlifIQ

NOVEMBER 9, 2022

According to Forrester, “While product and company messaging can be generic, your account strategy and go-to-market plans should be highly account-specific.” As a seller, this means you must also be consultative and understand not just your own product, but also the competitive landscape within each target account.

Leadership 52

Leadership Account Planning Sales Leadership Stakeholders 52

Strategic Account Management Association

OCTOBER 26, 2021

The executive sponsor should be familiar with the account and help expand the customer mapping, engagement and relationship.

Account Management 520

Account Management Co-Creation Leadership Procurement 520

KAM With Passion

NOVEMBER 11, 2020

On a Key Account, the Quarterly Business Review is a key instrument to implement the Account Strategy and the associated Account Plan. Business Reviews in a Key Account Management context. In a Key Account relationship context, (Quarterly) Business Reviews take place within the frame of a Key Account Plan.

Key Account Management 130

Key Account Management Suppliers Account Management Account Planning 130

Miller Heiman Group

JANUARY 31, 2019

Being buyer-centric with existing accounts requires excellent account planning. Account planning goes beyond simply renewing existing products or a list of future products to present to the buyer. A real account plan is a living document that defines the goals of the relationship with a focus on actual value.

Account Planning 83

Account Planning Decision-making Account Strategy Prioritization 83

PandaDoc

APRIL 21, 2023

Accurate identification will help you avoid rashly categorizing tail accounts as having strategic value. While it may seem like it from an altruistic perspective, treating all accounts fairly isn’t actually a viable key account strategy and doesn’t guarantee a successful relationship with your top portfolios.

Key Account Management 52

Key Account Management Account Management Management Prioritization 52

Hubspot Sales

MARCH 18, 2019

As professional services firm BTS points out , key account programs often lead to increased costs and lower margins. But if you use the right key account strategy, you'll reap greater sales volume and long-lasting strategic relationships. The Benefits of Key Account Management. Account Strategy.

Key Account Management 127

Key Account Management Account Management Management Account Strategy 127

Revegy

AUGUST 12, 2020

Account Intelligence is the Core of Customer Centricity. It is an ongoing effort that should be an integrated part of your client development and account planning strategy. Account planning is more than just a strategic exercise. Developing customer insights isn’t a one-time, static exercise.

Account Planning 69

Account Planning Account Management Stakeholders Client Development 69

Account Manager Tips

OCTOBER 11, 2021

Do this instead: Plan your week around your priorities. Has no plan Which clients need an account plan? Account plans are help you define your key account strategy. Commit to targets Plan activities Coordinate resources Manage risk Get results. Only the ones you want to keep!

Account Management 246

Account Management Key Account Management Management Suppliers 246

Arpedio

JANUARY 4, 2024

In the competitive world of B2B sales, harnessing the power of an effective account mapping strategy is key to sales optimization and revenue growth. As businesses vie for market dominance, an articulate account strategy empowers organizations to deepen customer relationships and scale their operations effectively.

B2B 52

B2B Sales Decision-making CRM 52

SBI

FEBRUARY 25, 2018

Its Account Plan helps account managers to build, follow, and measure a key account strategy. Outside In’s DealSheet gives you a platform for organizing and scoring each opportunity against specific sales processes and steps. Visit Outside In Sales.

Account Planning 26

Account Planning Account Strategy Account Management Organization 26

Cosawi

FEBRUARY 27, 2023

Taking this approach optimizes the engagement between the strategic account manager and marketing in this co-orchestration of the account plan. awareness marketing”) packaged as account-based marketing. So how can SAM and ABM help to create this harmonious dance to become co-orchestrators of the account plan?

Marketing 52

Marketing Suppliers Investors Account Planning 52

DemandFarm

MAY 12, 2023

When these are executed together it results in business success in international markets: Account segmentation: Identify and prioritize key accounts based on criteria like revenue potential, strategic importance and growth opportunities.

Global Accounts 52

Global Accounts Account Management Management Logistics 52

SBI

OCTOBER 22, 2019

Maximizing revenue in your biggest accounts and identifying cross-sell and up-sell opportunities will always be the area of focus for meaningful sales transformation. Where key account management solutions are different than other sales tech is that they lift the cover on what’s happening in key accounts.

Account Planning 23

Account Planning Key Account Management Account Management Sales 23

Arpedio

JANUARY 11, 2023

Through proper account management, you are allowed to focus more on your efforts of generating business through existing accounts, instead of spending all your time trying to engage with new ones. It’s safe to say that when it comes to building long-term account relationships, your sales process is extremely important.

Account Management 52

Account Management Management Key Account Management B2B 52

SmartKarrot

MAY 30, 2023

You have knowledge of account management or customer satisfaction, are focused on business, and you have a thorough knowledge of account planning, have a background in sales, and are capable of creating an account strategy from beginning.

Customer Success 19

Customer Success Emotional Intelligence Stakeholders Negotiation 19

Arpedio

MARCH 26, 2024

Utilizing Account-Based Selling Tools: Invest in account-based selling tools , such as ARPEDIO. Segmenting and Targeting: Segment your target accounts based on various criteria, such as industry, company size, and buying stage, to personalize your approach and deliver tailored solutions.

Value Proposition 52

Value Proposition Prioritization Sales Organization 52

SmartKarrot

OCTOBER 25, 2021

As a Strategic Customer Success Manager, you will manage the hand-off from Sales to Services for all new Strategic accounts, to ensure customer expectations are met while strategically identifying & driving shared success metrics. Build trust and create meaningful relationships among champions and key executives within each account.

Customer Success 19

Customer Success Onboarding Account Planning Customer Experience 19

Hubspot Sales

MAY 19, 2020

They’d be wise to identify and target these brand-name companies with a bespoke account strategy. With this strategy, buyers can make decisions even faster because they are able to be educated by sales teams as well as branded content. Mark the companies associated with the largest active deals as target accounts.

Decision-making 115

Decision-making Management Acquisition Value Proposition 115

SmartKarrot

APRIL 7, 2023

Operational account planning, including capacity planning and account segmentation. The staff should be coached, mentored, and guided in building consultative and problem-solving account skills. Do buyer research to find important account growth prospects. Assemble and keep a top-performing team.

Customer Success 19

Customer Success Value Proposition Account Growth Acquisition 19

SmartKarrot

APRIL 7, 2023

Operational account planning, including capacity planning and account segmentation. The staff should be coached, mentored, and guided in building consultative and problem-solving account skills. Do buyer research to find important account growth prospects. Assemble and keep a top-performing team.

Customer Success 19

Customer Success Value Proposition Account Growth Acquisition 19

SmartKarrot

MARCH 30, 2023

Role: Senior Customer Success Manager Location: United States (Remote) Organization: Talentify.io As a Senior Customer Success Manager you’ll be focusing on a certain set of accounts and fostering and sustaining relationships with important stakeholders.

Customer Success 19

Customer Success Advertising eCommerce Stakeholders 19

SmartKarrot

NOVEMBER 17, 2022

Measure, track, analyze and report key account metrics. Ensure internal alignment on account strategy by partnering with cross-functional teams to develop and execute account plans that result in customer references, retention and account growth. Analyzing industry and market trends.

Customer Success 19

Customer Success Account Growth Customer Experience Account Planning 19

SmartKarrot

JANUARY 21, 2022

Apply here: [link] Role: Senior Customer Success Manager Location: London, England, United Kingdom Hybrid Organization: Zeelo As a Senior Customer Success Manager, you will build account strategy, working closely with other cross-functional teams in development and execution.

Customer Success 19

Customer Success Value Proposition Leadership Account Planning 19

SmartKarrot

MARCH 30, 2023

Role: Senior Customer Success Manager Location: United States (Remote) Organization: Talentify.io As a Senior Customer Success Manager you’ll be focusing on a certain set of accounts and fostering and sustaining relationships with important stakeholders.

Customer Success 15

Customer Success Advertising eCommerce Stakeholders 15

Jermaine Edwards

NOVEMBER 25, 2021

If you have an account planning CRM great but I’d still suggest writing it out so it’s clearer in your mind. The added benefit is getting internal buy-in early to the results of what you’re wanting to achieve with your customers.

Stakeholders 130

Stakeholders Decision-making Shareholders Key Account Management 130

Cosawi

DECEMBER 28, 2021

Stay informed on the account through an established strategic account process. Contribute to, and have accountability for, the account plan. Challenge account strategy and tactics. Participate in internal leadership and customer account meetings – and not only when “the house is on fire”.

Leadership 52

Leadership Co-Creation Account Management Decision-making 52

Revegy

MAY 24, 2023

What is Strategic Account Management and Why It Matters Strategic Account Management (SAM) manages and grows relationships with an organization’s most critical and high-value customers. It involves deploying specialized resources, processes, and technologies to identify, develop, and execute account-specific growth strategies.

Account Growth 52

Account Growth Account Management Management Organization 52

SmartKarrot

DECEMBER 11, 2020

Developing and executing on account plans to drive adoption and ROI for our customers. Work with customers to establish critical goals, plan the entire account strategy or quarterly campaign launch/initiation plan & help customers in achieving their goals.

Customer Success 10

Customer Success Finance Innovation Facilitation 10