Account Management Skills

AUGUST 24, 2021

In this episode, I talk to Alex Raymond from Kapta about everything to do with account management processes. Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships.

Account Management 98

Account Management Management Account Planning Co-Creation 98

Hubspot Sales

MAY 29, 2019

Customer relationship management software (CRM). Price: Basic and account plans are free, premium plans are $20/year. Additionally, I can block off times on my schedule, and manage the length of time slots I want available.". Sales automation tools (ex. Lead generation, growth, email, etc.). Image Source.

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Meetings Artificial Intelligence Facilitation CRM 129

SBI

JANUARY 24, 2019

Revegy’s 2018 Year in Review Signals Strong Outlook for 2019. The company signed 19 net-new clients in 2018, including its first accounts in the manufacturing and financial services industries. We begin 2019 with the right team in place to set and achieve aggressive growth goals at Revegy,” said Kopcha. About Revegy.

Financial Services 30

Financial Services Manufacturing Account Planning CRM 30

SBI

AUGUST 27, 2019

It’s 2019, Still Segmenting and Planning in Excel? I shared an earlier post on LinkedIn about the necessity of fast-growing companies to switch their go to market (GTM) plans to stay in sync with their growth stage. This is 2019. You are still planning in Excel. None of this can be done in Excel.

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CRM Account Management Leadership Sales 37

Mercuri International

JULY 1, 2021

Most people think that the biggest challenge for a Key Account Manager is the need to understand their account but is this all that is needed? To serve their accounts as effectively as possible, the KAM needs to access resources across different business units and silos of their own company. Winner takes all? Weltman, J.

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Key Account Management Value Proposition Account Management Profitability 64

Miller Heiman Group

JANUARY 31, 2019

Being buyer-centric with existing accounts requires excellent account planning. Account planning goes beyond simply renewing existing products or a list of future products to present to the buyer. A real account plan is a living document that defines the goals of the relationship with a focus on actual value.

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Account Planning Decision-making Account Strategy Prioritization 83

Revegy

FEBRUARY 25, 2020

Thousands of sellers tout the following framework benefits: Comprehensive account planning. Better manage working capital. Our clients better manage working capital with our solutions since they have better visibility, which lowers the investment in inventory.”. Business-led client conversations. Enterprise-wide Goal(s).

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Supply Chain Logistics Manufacturing Investors 82

SBI

MARCH 5, 2019

Brainshark is a Best Sales Enablement Solution Winner in 2019 Stevie Awards for Sales & Customer Service. With Machine Analysis, sellers can get actionable feedback faster, freeing up time for managers and opening up new opportunities to improve sales performance. March 5, 2019 — Brainshark, Inc. Opportunity Management.

Artificial Intelligence 20

Artificial Intelligence Sales Account Planning Software 20

Mercuri International

MAY 23, 2023

In the world of sales, AI offers huge potential — and it could be what strategic account managers have been waiting for…if used correctly. There are many aspects of business where AI is and will be impacting strategic account managers. White spot analysis to identify gaps in the account approach.

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Artificial Intelligence Value Proposition Account Management Co-Creation 52

SBI

FEBRUARY 26, 2019

Wins Six Stevie® Awards, Including Two Gold in 2019 Stevie Awards for Sales & Customer Service. 26, 2019 /PRNewswire/ — Chorus.ai , creator of the number one conversation intelligence platform for high-growth sales teams, was presented with six Stevie® Awards in the 13th annual Stevie Awards for Sales & Customer Service.

Account Planning 20

Account Planning Sales Innovation Organization 20

SBI

SEPTEMBER 17, 2019

17, 2019 /PRNewswire-PRWeb/– Invisible.io, a global champion in sales productivity, is announcing RevenueGrid, new Sales Acceleration platform that expands the capabilities of Sales Engagement market and maximizes return on every customer engagement. was named as the best sales technology of 2019? Account Planning.

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Account Planning Sales CRM Sales Technology 33

SBI

JANUARY 14, 2020

January 14, 2019 — Brainshark , Inc., the industry’s only data-driven sales readiness platform , today unveiled plans for READY20 , the first and only sales enablement event dedicated exclusively to improving the readiness, training and coaching of today’s client-facing teams. Account Planning. Account Planning.

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Account Planning Artificial Intelligence Sales Acquisition 34

SBI

MAY 16, 2019

Upland Software, a leader in cloud-based enterprise work management software, announced that two products, Upland Qvidian and Upland RO Innovation , have been selected as winners of major industry awards ahead of the inaugural Upland Sales Enablement Customer Roadshow, taking place this June through October.

Software 22

Software Software Account Planning Innovation 22

SBI

AUGUST 15, 2019

announced it is a Stevie® Award winner in The 2019 International Business Awards® (IBAs). WALTHAM, Mass. — August 15, 2019 — Brainshark, Inc. delivering SaaS-based sales enablement and readiness solutions , today announced it is a Stevie® Award winner in The 2019 International Business Awards® (IBAs). Account Planning.

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Artificial Intelligence Account Planning Onboarding Innovation 28

SBI

FEBRUARY 22, 2019

Membrain, the maker of CRM and sales enablement software, has received Red Herring’s Top 100 Europe 2019 award, a prestigious list honoring the year’s most promising private technology ventures in Europe. STOCKHOLM – February 22, 2019 – (Newswire.com). STOCKHOLM – February 22, 2019 – (Newswire.com).

Innovation 27

Innovation Publishing Account Planning Software 27

SBI

JUNE 17, 2019

Seismic, has been named the Best Sales Enablement Platform of 2019 as part of the annual SIIA CODiE Awards. Seismic was recognized for its comprehensive sales enablement platform, including content management and content analytics, that ensure organizational success and sales execution intelligence. Public Relations Manager, Seismic.

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Account Planning Innovation Investors Sales 20

SBI

NOVEMBER 4, 2019

MINNEAPOLIS, MN (November 4, 2019) – Gartner, the world’s leading research and advisory company, named Modus to its Market Guide for Sales Engagement Platforms. Earlier this year, Modus was also named as a Leader in the Summer 2019 G2 Grid® Report on Sales Enablement Tools. Account Planning. Account Planning.

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Account Planning Sales Acquisition Software 20

SBI

AUGUST 22, 2019

Chorus.ai ’s Recommendations highlights the most important calls and moments for each rep and manager to review, allowing everyone in the organization to benefit. Recommendations cuts through the noise to find the signal each manager should pay attention to. - Roy Raanani, CEO and co-founder of Chorus.ai.

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Account Planning Acquisition Meetings Sales Management 22

SBI

MARCH 26, 2019

Las Vegas — March 26, 2019 — Bigtincan (ASX:BTH) The leader in mobile, AI-powered sales enablement automation, today announced the launch of Bigtincan for Adobe at the 2019 Adobe Summit , which is taking place March 26-28 in Las Vegas. Opportunity Management. David Keane, CEO of Bigtincan. Each quarter we. Industry News.

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Sales Account Planning Banking Digitalization 34

SBI

FEBRUARY 19, 2020

Zuant has added 36 new clients since January 2019, 10 of which joined in January 2020, including 3M (six divisions), Dow Chemical, Honeywell, Sleep Number (two divisions), Uber, Verizon (three divisions) and others. The company added 36 new clients since January 2019, 10 of which joined in January 2020. Opportunity Management.

Marketing 27

Marketing Account Planning Digital Transformation CRM 27

SBI

AUGUST 1, 2019

ATLANTA, August 1, 2019 – ????Revegy Revegy , a leading provider of account revenue optimization technology, and FinListics , a company that helps B2B sellers analyze and speak to the financial performance of their target customers, announced today their collaboration through a new partnership alliance. Account Planning.

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Account Planning Account Management B2B CRM 34

SBI

JUNE 25, 2019

June 25, 2019 – Showpad , the leading sales enablement solution, has secured $70 million in Series D funding, a combination of debt and equity, led by Dawn Capital and Insight Partners with participation from existing investor Hummingbird Ventures and new investor Korelya Capital. Account Planning. Account Targeting.

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Investors Account Planning Banking Finance 29

SBI

MAY 7, 2019

and Knoxville, Tn. – May 7, 2019 — Cirrus Insight is pleased to announce the appointment of Sean Piket as Vice President of Revenue. He has 22 years of experience in sales management, entrepreneurship and business operations, primarily at emerging-growth technology companies. Account Planning. Account Targeting.

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Account Planning Leadership Acquisition Customer Success 33

SBI

AUGUST 2, 2019

ATLANTA, August 1, 2019 – ????Revegy Revegy , a leading provider of account revenue optimization technology, and FinListics , a company that helps B2B sellers analyze and speak to the financial performance of their target customers, announced today their collaboration through a new partnership alliance. Account Planning.

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Account Planning Account Management CRM B2B 32

SBI

APRIL 29, 2019

With large enterprise clients top of mind, Revegy used the UI design to streamline workflows, eliminate clicks and strategically leverage color to simplify work for distributed teams that manage complex client relationships and goals. More than 30,000 users around the world rely on Revegy to manage nearly $25 billion in revenue.

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Account Planning Client Relationships Software Software 31

SBI

DECEMBER 4, 2019

San Francisco, December 4, 2019 — ClearSlide introduces its Winter 2020 update offering users powerful tools for data-driven email outreach and support for real-time collaboration and feedback to build more effective content strategies. © 2019 Corel Corporation. Account Planning. Account Planning.

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Artificial Intelligence Account Planning Innovation Acquisition 26

SBI

JUNE 19, 2019

Nasdaq: TTGT), the global leader in B2B technology purchase intent data and services today announced that its IT Deal Alert Priority Engine™ platform won two 2019 CODiE Awards in the Best Account Based Marketing Solution and the Best Sales and Marketing Intelligence Solution categories. NEWTON, MA – JUNE 17, 2019: TechTarget, Inc.

Marketing 20

Marketing Account Planning B2B Innovation 20

SBI

OCTOBER 28, 2019

New features in the Revegy account planning platform help leading companies drive revenue. With Whitespace+, users are provided increased clarity within key accounts, which makes cross-selling and up-selling easier by showing product penetration, competitors in play and future potential. Founder & CEO of Revegy, Mark Kopcha.

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Account Planning Decision-making Acquisition Client Relationships 20

SBI

SEPTEMBER 27, 2019

Too many companies manage leads in an unstructured way, losing millions in potential revenues. Stockholm, September 27, 2019 — Membrain has released its new Prospect Engagement Playbooks today, making it easier than ever for b2b sales teams to contact, qualify, and nurture sales leads in an effective, human-centered manner.

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B2B Account Planning Sales CRM 32

SBI

MAY 21, 2019

May 21, 2019 08:00 AM EDT CHICAGO–(BUSINESS WIRE) – Mediafly , a provider of sales enablement technology, content management, and advisory services that create interactive, value-based selling experiences, today presents a brand new platform interface and added functionality to meet the needs of sellers across the globe.

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Account Planning Sales Healthcare Account Management 30

SBI

SEPTEMBER 30, 2019

Waltham, MA — September 30, 2019 — Bigtincan (ASX:BTH), the global leader in sales enablement automation, announced the acquisition of Xinnovation, Inc. XINN is Bigtincan’s third acquisition in 2019, following Veelo and AsdeqLabs. Account Planning. Opportunity Management. David Keane, CEO of Bigtincan.

Financial Services 22

Financial Services Acquisition Account Planning Sales 22

SBI

SEPTEMBER 10, 2019

Vancouver, WA and Boston, MA – September 10, 2019 — DiscoverOrg announced today that it is launching a new flagship Go-To-Market (GTM) platform and changing its name to ZoomInfo. Revegy, a leading provider of strategic account management technology, is proud to announce the addition of David Keil to its Board of Directors.

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B2B Innovation Marketing Account Planning 27

SBI

JUNE 12, 2019

June 12, 2019 (GLOBE NEWSWIRE): OppSource , a leading provider of next-gen sales engagement for B2B sales teams, announced today the hire of Derek Gavigan as Vice President of Sales. Revegy, a leading provider of strategic account management technology, is proud to announce the addition of David Keil to its Board of Directors.

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Artificial Intelligence Account Planning Sales Leadership B2B 25

SBI

JANUARY 31, 2020

Priority Engine, a 2019 CODiE award winner for Best ABM and Best Sales & Marketing Intelligence Solution is a SaaS-based platform that provides technology vendors with the most active accounts and prospects researching technologies in their market. Opportunity Management. Account Planning. Account Planning.

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Account Planning Digital Transformation B2B Sales 29

SBI

MARCH 14, 2019

Burlington, MA, March 13, 2019 Qstream , makers of software that uses science, data, and mobile technology to prompt meaningful behavior change in the corporate learning and sales enablement environment, today announced Jim Bowley has joined the company as its new Vice President, Product. Opportunity Management. Each quarter we.

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Account Planning Innovation Financial Services Healthcare 29

SBI

NOVEMBER 13, 2019

Qcert gives management the assurance that teams are field ready by validating that employees have a strong grasp of the critical knowledge and skills they need to excel in their position. Qcert allows managers to set a passing certification level to create a minimum knowledge threshold for success. Account Planning.

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Account Planning Acquisition Organization Account Management 20

SBI

NOVEMBER 13, 2019

Groundbreaking conversation intelligence solution, now released to general availability on desktop and mobile, transforms sales management through AI-powered performance insight. To solve this problem, many sales managers waste hundreds of hours each year listening to randomly chosen sales calls in order to find teachable moments.

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Account Planning Sales Sales Management Acquisition 24