Upland

MAY 18, 2023

As you can see, buying groups are larger in key accounts and often require more members and attention from the entire revenue team – especially at the executive level. Sales maps for key accounts tend to be quite complex with many stakeholders. But not all software is created equally. You can, too.

Key Account Management 195

Key Account Management Account Management Management Account Planning 195

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. While this is the most critical phase of the account planning process, it is also the most overlooked and under-measured.

Account Planning 72

Account Planning Decision-making Stakeholders Leadership 72

SmartKarrot

APRIL 6, 2021

You document any processes or issues and providing feedback or suggestions to the internal team for improvements. Train users on the software. Ongoing account management, reacting to requests e.g., training new team members (pass low-level support queries to support team). Handle renewals (e.g., Apply here: [link].

Customer Success 10

Customer Success Digital Transformation Onboarding Account Development 10

SmartKarrot

JUNE 28, 2021

Build relationships and maintain the health of your accounts. Develop relevant content related to data-driven fundraising best practices. Capture and document the developer journey, working cross-functionally to launch product demos, community tutorials and content marketing. Grow and develop the Customer Success team.

Customer Success 10

Customer Success Stakeholders Leadership Facilitation 10

SmartKarrot

MARCH 22, 2021

Work closely with the Customer Success Solutions team to communicate and document customer configuration requests. Advise leadership group and other internal stakeholders on strategies to identify opportunities to further add value to existing ReTech customers. Driving internal stakeholders to meet customer needs.

Customer Success 10

Customer Success Stakeholders Retail Leadership 10

Arpedio

OCTOBER 30, 2023

When presented with the topic of account plans , the CEO proudly fetched a hefty binder from a locked cupboard, blowing off the dust and revealing their “current” account plan. This binder, updated perhaps once a year during the budgeting process, perfectly illustrates the outdated approach to account planning.

Co-Creation 52

Co-Creation Account Planning Artificial Intelligence Leadership 52