Hubspot Sales

JULY 22, 2020

With the CRM and Sales combo, you can track contacts, deals, companies, and tasks; schedule meetings easily; learn more about your prospects; and monitor your team's progress with intuitive reporting. It also integrates with the HubSpot CRM. You can also monitor call performance and integrate with your CRM. Pricing: Free.

Account Planning 117

Account Planning Sales CRM Prioritization 117

Zendesk

MAY 19, 2022

Account executives are slightly more specialized than sales reps, as they’re frequently assigned to high-profile accounts. Account development representative. Account development representatives are responsible for creating new sales strategies, identifying potential clients, and understanding market trends.

B2C 98

B2C Sales CRM Profitability 98

Hubspot Sales

NOVEMBER 9, 2022

Take a hard look at your pipeline, separate deals that have a chance of closing from those that are dead, and unclutter your CRM accordingly. Meredith Moore , Sales Development Manager at Dialpad , says, “SDRs should first identify target accounts based on successful industries, geographies, and sizes.” Clean out your pipeline.

Value Proposition 90

Value Proposition Sales Meetings Account Development 90

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

Arpedio

DECEMBER 19, 2023

This collaboration ensures a consistent, cohesive approach that resonates deeply with each target account. From CRM systems to analytics tools, technology plays a pivotal role in identifying potential accounts, tracking engagements, and analyzing results. Tools like CRM and analytics platforms are essential for this step.

Decision-making 52

Decision-making Account Planning CRM Marketing 52

SmartKarrot

DECEMBER 8, 2022

Perform periodic partner success reviews that confirm customer satisfaction, resolve issues with the help of the team, and expand the curriculum used within the account. Develop tools, processes, and best practices to ensure curriculum partners are realizing the greatest possible value from software.

Customer Success 19

Customer Success B2C Insurance CRM 19

SBI

JULY 1, 2020

Account managers are able to make intentional connections by using relationship mapping tools that map key stakeholders and their influence on the buying decisions at their organization. When done successfully, new revenue growth ideas emerge as the culminating outcome of a client-centric account planning program.

Account Planning 72

Account Planning Decision-making Stakeholders Leadership 72