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. This might look a little overwhelming at first – but never fear!

Key Account Management 195

Key Account Management Account Management Management Account Planning 195

ProlifIQ

JUNE 21, 2023

Strategic accounts are not just any customers; they are the key customers that hold significant value and have the potential to contribute substantially to the company’s growth and revenue. A strategic account development plan serves as a roadmap for nurturing and growing these important accounts.

Account Management 52

Account Management Management Account Planning Stakeholders 52

SmartKarrot

JANUARY 10, 2023

Developing Customer Success assets, working collaboratively with Marketing, CX, and Sales teams to establish and refine customer materials and solutions. Refining and adding to the initial strategy laid out in sales for key accounts through collaboration with all key internal and external stakeholders. Apply here: [link].

Customer Success 19

Customer Success Supply Chain Co-Creation Stakeholders 19

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 This binder, updated perhaps once a year during the budgeting process, perfectly illustrates the outdated approach to account planning.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

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

MARCH 17, 2023

Working effectively with key stakeholders across the organisation will require alignment with Sales on cross-selling and up-selling as well as a focus on selling with a retention focus; alignment with Product and Business Development on guiding Product Roadmap; and alignment with Marketing on guiding Marketing activities to Current Subscribers.

Customer Success 19

Customer Success Account Development Stakeholders Onboarding 19

SmartKarrot

SEPTEMBER 19, 2022

Build and execute an account-specific relationship framework inclusive of regularly scheduled status calls, quarterly business reviews, account documentation, reference management, and account planning sessions. Manage a portfolio of accounts with a focus on renewals and upsells conversations.

Customer Success 19

Customer Success Account Planning Retail Account Development 19