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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.

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Key account management strategy: Setting things in motion

PandaDoc

Formalize key account management The CSO Insights 2017 Sales Enablement Optimization Study found that only 33.1% of organizations use a formal approach to key account management, where they require their salespeople to develop strategic account plans. More than 10% do no account planning whatsoever.

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A new year beckons, how ready are you?

Louise Collins Associates

2017 is gone and forgotten. Goal setting in Key Account Management (KAM), is exactly the same. Agreeing account goals and individual goals within that, provides structure for the account team. Sharing these, and capturing them within the account plan ensures that we are accountable.

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Revegy’s 2018 Year in Review Signals Strong Outlook for 2019

SBI

Founded in 2005, Revegy more than doubled net new customers from 2017 for its SaaS-based subscriptions. The company signed 19 net-new clients in 2018, including its first accounts in the manufacturing and financial services industries. Revegy’s 2018 Year in Review Signals Strong Outlook for 2019. About Revegy.

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Tricentis COO David Keil Joins Revegy’s Board of Directors

SBI

Revegy is the pioneer in sales and account planning technology for complex enterprise sales organizations, and delivers a codified framework that empowers teams to think critically and strategically about revenue opportunities. Account Planning. It offers a key account planning and. Account Targeting.

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The Final Cut #TopSalesTools of 2019 Announced!

SBI

Account Planning. Revegy, the enterprise account planning platform for revenue optimization, rolled out two new features in its Fall Release: Whitespace+ and Contacts+. Account Planning. Account Planning. Account Planning. It offers a key account planning and.

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Brainshark Named Best Training Solution in 2019 Golden Bridge Awards

SBI

Revegy, a leading provider of strategic account management technology, is proud to announce the addition of David Keil to its Board of Directors. Account Planning. Director of Sales Enablement share how MarkLogic is leveraging Revegy to transform their strategic account planning process. Account Targeting.