Remove Account Planning Remove Customer Experience Remove Customer Success Remove Stakeholders
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

What is Stakeholder Mapping in Sales?

Upland

Stakeholder mapping in sales is the process of mapping out key decision makers within the buying group of the account you are looking to do business with. In stakeholder mapping, you need to: Define stakeholder goals: what are their biggest priorities? You need to understand the entire account landscape.

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

Account Management vs Customer Success Explained

Arpedio

At the heart of every thriving enterprise lies a keen focus on business relationship optimization , a task achieved through strategic roles that many might find overlapping—Account Management and Customer Success. Principles Behind Customer Success Strategies Customer success strategies are built on a proactive engagement model.

article thumbnail

The Importance of Sales to CS Handoff

ProlifIQ

In fact, most Saas companies get the majority of their revenue from existing customers. Therefore, customer satisfaction should be a top priority for businesses. As a customer success manager, successful customer onboardings are critical to the success of your company and the customers you serve.

article thumbnail

Why You Should Walk Away from Quarterly Business Reviews

ProlifIQ

QBRs and Salespeople: The Key to True Customer Success and Growth There are certain truths to life that cannot be disputed. A quarterly business review is typically an event that takes place over the span of a few days to a week where sellers and a customer success manager come together to align on all of their key accounts.

article thumbnail

Mar 29 – Customer Success Jobs

SmartKarrot

Role: Customer Success Manager Location: Chicago, IL, United States (Remote) Organization: Fortanix As a Customer Success Manager you’ll take the lead and be responsible for customer expansion and retention. Assistance with customer onboarding and training to encourage adoption. Customer surveys.

article thumbnail

8 Game-Changing Benefits of Account-Based Selling

Arpedio

Enhanced Collaboration Across Teams ABS encourages seamless collaboration between sales, marketing, and customer success teams. When these departments align their efforts towards a common set of accounts, communication becomes more streamlined, leading to a cohesive and unified customer experience.