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20 Sales Planning Tools to Boost Sales Productivity and Close More Deals

Hubspot Sales

I’ve compiled a list of 18 sales planning tools, listed here in no particular order, which can help you organize your sales process and plan calls and more with greater efficiency. It also integrates with the HubSpot CRM. You can also monitor call performance and integrate with your CRM. HubSpot Sales Platform. Pricing: Free.

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Account Management Guide – Defend and Grow Revenue

Upland

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.

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The ultimate sales glossary: 100 sales terms to know

Zendesk

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.

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5 Ways to Uncover Hidden Revenue in Strategic Accounts

SBI

Now, with the economic uncertainties of 2020, sales teams of all sizes are desperate for a more strategic approach to building dependable and ongoing opportunities to optimize customer revenue in their most strategic accounts. To uncover hidden revenue in your key accounts, focus on these 5 strategies that great companies get right.

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Dec 08 – Customer Success Jobs

SmartKarrot

Role: Customer Success Manager Location: Remote, United States Organization: thinkLaw As a Customer Success Manager, you will perform onboarding training with the partners, ensuring strong adoption and ongoing engagement throughout the partner’s lifetime. Apply here: [link]. Apply here: [link]. Apply here: [link].

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Aug 04 – Customer Success Jobs

SmartKarrot

Role: Director of Client Success Location: Remote, Illinois, United States Organization: seoClarity As a Director of Client Success, you will direct and manage a world-class team with a focus on training, development, and customer-centric advocacy. Development of territory and account development, training and educational plans.

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Account Growth Strategy

ProlifIQ

Businesses should prioritize key accounts by developing a deep understanding of their needs. This involves incorporating best practices for account planning and management. Your account growth strategy will be implemented by your sellers and customer success.