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

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. A Generic Complex Mega-Strategic Account.

article thumbnail

Account Planning Template

ProlifIQ

Account Planning Template for B2B Sales Teams You can steal the key account plan template we use with customers here. We’ll cover each part including: Business Overview Objectives & goals Relationship Mapping White Space (Expansion) Action Introduction: What is Account Planning?

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 Planning Tools

ProlifIQ

Account Planning Tools For B2B Sales Teams Is your sales team building plans in slide decks, or spreadsheets, or storing key information about your stakeholders and accounts that isn’t easy to find? Do accounts churn when 1-2 main supporters move on? One key account planning tool is multi-threading.

article thumbnail

2024 State Of Account Planning: Survey Results

ProlifIQ

The State of Account Planning in 2024 2023 was a challenging year for go-to-market teams. With economic uncertainty, slowing growth, and more scrutiny on every purchase, many teams struggled to close deals and retain accounts. As companies mature, digital channels for researching account planning tools also diversify.

article thumbnail

How Eagle Eye Achieved 4X Faster Employee Onboarding

Arpedio

How Eagle Eye Achieved 4X Faster Employee Onboarding Download full case study About Eagle Eye Eagle Eye offers a loyalty and promotions omnichannel SaaS platform that enable companies to connect all aspects of the customer journey in real time. This made it difficult to see and prove the value of their account planning efforts.

article thumbnail

How Aramex’s Young SAM Program Provides Strategic Value and Impact

Strategic Account Management Association

Key Account Planning: Outlines a standardized methodology and template for key account planning, which has enabled the team to use account plans as a communication vehicle for internal and customer-facing purposes. Executive Sponsorship: Maps key customer stakeholders to executives and experts inside Aramex.

article thumbnail

Christmas Countdown: December 15

Arpedio

December 15 How can ARPEDIO's solutions accelerate the onboarding of new sales hires? Enter draw #1 Account-Based Selling Platform Treat your colleagues to an early Christmas present Relationship Mapping & Org Chart Improve your critical stakeholder relationships.