Strategic Account Management Association

FEBRUARY 3, 2022

By Richard Scheig, Chief Revenue Officer, Upland Software. The view from where I sit as Upland Software’s Chief Revenue Officer is a profoundly interesting one. How we’re able to step up and continue to serve these customers depends on our ability to collaborate internally and prioritize our finite resources to deliver maximal value.

Account Planning 400

Account Planning Supply Chain Prioritization Digital Transformation 400

Zendesk

NOVEMBER 28, 2023

What is SaaS customer support? SaaS (software as a service) customer support refers to the systems and practices technology companies use to best serve their customers. Nowadays, every business needs to provide an outstanding customer experience (CX) , but the level and expertise of support varies by industry.

e-Learning 52

e-Learning Software Software Brainstorming 52

Showpad

OCTOBER 9, 2020

The only way to provide value to the buyer is to be customer obsessed and know your customers deeply. Collecting and documenting customer knowledge can help your reps tailor the buyer experience to each customer. . This disorganization leads to every team thinking differently about the customer. .

Co-Creation 40

Co-Creation Healthcare B2B Customer Knowledge 40

SmartKarrot

MARCH 22, 2021

Through this, you are able to know your customer well and engage with them effectively. Customer portfolio management is done through tools like ERP, CRM, or customer success software that collects and stores all the customer data at one central location. Prioritization of customer.

Customer Success 10

Customer Success Management Profitability Prioritization 10

SmartKarrot

AUGUST 5, 2022

Most CS teams have “customer management” playbooks or playbooks that direct the CSM to perform tasks and reach milestones crucial to their business—the software vendor. The purpose of asset creation is to ensure that your CSM has all the necessary resources when working on a task for a customer.

Onboarding 10

Onboarding Customer Success Customer Experience Software 10

Insightly

JANUARY 19, 2022

The best part is that you don’t have to be a software engineer to build integrations in your CRM system due to the intuitive, user-friendly interface. You likely want all of the integrations right now, but how do you decide which to prioritize? 4 Essential CRM integrations for functional teams.

CRM 104

CRM Prioritization Decision-making Onboarding 104

Insightly

JULY 20, 2022

Customer relationship management ( CRM ) is a software system that allows businesses to capture and store business and customer data in a single database. Then, came the late 1980s and early 1990s, when the first CRM software systems began to emerge. Customer service. Lead prioritization. Sales tracking.

CRM 52

CRM Prioritization Decision-making Software 52