Account Manager Tips

MARCH 23, 2021

Are they expanding through acquisition? Is your solution a good fit and does it meet your clients’ needs compared to other suppliers? I would add that your strategy for resourcing and working with a key account can be different. Or have a strong international presence? Or diversified across multiple verticals?

Co-Creation 227

Co-Creation Key Account Management Account Management Suppliers 227

Upland

APRIL 20, 2023

Segmenting key accounts Once you have identified your target account list, you need to segment them into groups based on their size, industry, location, and additional factors like cultural fit and relationship status. This will help you to develop tailored account plans for each account.

Account Management 195

Account Management Management Account Planning Decision-making 195

Zendesk

MAY 19, 2022

Conversions can refer to sales, but they can also refer to prospects setting up a meeting to discuss pricing. In that case, the meeting is the conversion metric. Customer acquisition cost (CAC). Customer acquisition cost (CAC) refers to the amount of money spent on the process of acquiring a customer. Conversion rate.

B2C 98

B2C Sales CRM Profitability 98

SmartKarrot

NOVEMBER 26, 2021

Proactively reach out to customers with ideas and solutions on how to leverage the product to improve their internal processes, workflows, and customer acquisition. Build relationships and maintain the health of your accounts. Develop relevant content related to data-driven fundraising best practices.

Customer Success 19

Customer Success Acquisition Onboarding Government 19

SBI

JULY 1, 2020

Gaining client insights is also a powerful advantage in the acquisition of new logos. Ideas may be getting recorded in emails and in CRM meeting notes but the lack of comprehensive visibility, senior-level transparency, and measurement means that sub-par performance and unrealized revenue is inevitable.

Account Planning 72

Account Planning Decision-making Stakeholders Leadership 72

SmartKarrot

MARCH 8, 2022

An advocate for inclusion and diversity, Dana is proficient in scaling businesses with the help of customer acquisition and retention. A multi-talented individual, Morika’s experience spans from operationalizing and evangelizing customer success to building CS processes to training, developing, and coaching CS teams. Daphne Lopes.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21

Hubspot Sales

DECEMBER 6, 2023

Technical expertise can play a significant role in the sales and account development process, helping remove barriers throughout the buying journey. Picture this: A bootstrapped or seed-funded startup grappling with funding, talent acquisition, lead generation, and closing deals.

Sales 73

Sales Onboarding Innovation Construction 73