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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

By Saleh Al-Ben Saleh, Strategic Account Manager, Emerson. 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.

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Key account management strategy: Setting things in motion

PandaDoc

Key accounts are the 20% of accounts that generate 80% of your company revenue. Before attempting to develop a key account management strategy, you must know how to identify these key accounts. Accurate identification will help you avoid rashly categorizing tail accounts as having strategic value.

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How to Choose the Right Accounts for ABM, from HubSpot's ABM Product Manager

Hubspot Sales

Mark the companies associated with the largest active deals as target accounts. Then, create simple account plans for each deal and deploy content accordingly. No matter what reason you have for picking target accounts - be intentional! Get this wrong, and you’ll be setting yourself up for failure.

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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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Tricentis COO David Keil Joins Revegy’s Board of Directors

SBI

Revegy , a leading provider of strategic account management technology, is proud to announce the addition of David Keil to its Board of Directors. David brings a wealth of experience in managing and scaling software businesses. Account Planning. Opportunity Management. Mark Kopcha, CEO Revegy. About Revegy.

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The Final Cut #TopSalesTools of 2019 Announced!

SBI

Video sales apps, sales onboarding, buyer engagement, e-signature solutions, deal management, white-space analysis, reference management and more. Management Reporting. Targeting Accounts. Account Planning. Account Planning. Account Planning. Account Planning.

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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. More than 30,000 users around the world rely on Revegy to manage nearly $25 billion in revenue.