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How to Identify Key Accounts: A Quick Guide to Getting it Right

Account Manager Tips

Like Portrait Software, a small client of mine acquired by Pitney Bowes, a global technology company. Portrait Software became a key account, and within 18 months, that partnership led to winning the larger Pitney Bowes business. Which is why key account management is so important. Revenue potential. Buying process.

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Customer Benchmarking Motivates Action

Service Excellence Partners

Better business reviews Many Customer Success Managers (CSMs) at Software-as-a-Service (SaaS) companies conduct Quarterly Business Reviews (QBRs) with senior executives at key accounts. Information is power” is also true among top managers, and good intelligence is always appreciated. Showing comparative data can help.

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Will Robots Steal Your Sales Rep Job? We Asked HubSpot Experts

Hubspot Sales

Do you remember that Will Smith movie from 2004 called I, Robot ? Well, can a robot sell sales software to a business of any size?". Account Manager, Nicole Bhatia, says, "Do I, as a salesperson, worry that a robot might steal my job? If you've never seen it, here's a very high-level synopsis of the film.

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How Marc Benioff’s Vision for Cloud-Based Service Lifted Up the Innovations of over 3,000 Entrepreneurs

PartnerTap

From the moment he founded Salesforce, Marc Benioff believed that he was creating the future of CRM software. The Legacy CRM companies, like SAP and Oracle, didn’t want to switch from the on-premise software model that they had controlled for so long. CRM Software Without Software. The latter statement is not hyperbole.

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Crowdsourcing Case Study: Polaris Industries

Planview

Planview Spigit lets us give employees an opportunity to create the next big thing.” – Joe Laurin, Visioneering Manager, Polaris Industries . They needed a way to access greater idea diversity, streamline the innovation management process, drive implementation, and knock down bureaucracies. How do they accomplish this?

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3 CRM Models and How They Improve Customer Profitability

Insightly

You’ve heard of CRM software, but are you familiar with CRM models? These strategies underpin the process of managing customer data, helping to ensure you make the most of the information you gather. Choosing a CRM model should be the first step before or just after choosing CRM software. What Is CRM? IDIC CRM Model.

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The 18 Best CRMs to Integrate with Gmail

Hubspot Sales

Since its launch in 2004, Gmail has become one of the most popular email systems with 1.5 Using Copper, you can manage leads, update contact and deal records, and track tasks within your inbox. Agile provides CRM sales automation software that offers contact and project management capabilities for your sales team.

CRM 78