Arpedio

OCTOBER 30, 2023

Ulrik’s vision is clear: empower business professionals with tools that support them in their account-based selling endeavors. Provide them with resources that require bi-weekly reflections with their teams, ensuring they remain proactive and engaged in the account development process.

Co-Creation 52

Co-Creation Account Planning Artificial Intelligence Leadership 52

SBI

JULY 1, 2020

The power of understanding your customers’ business environment, the key stakeholders and their priorities is amplified when it is accessible to the full team of cross-functional collaborators, but collaboration is often inaccessible at-scale because companies don’t facilitate the cyclical nature of account planning.

Account Planning 72

Account Planning Decision-making Stakeholders Leadership 72

SmartKarrot

MARCH 30, 2023

To design account strategies and build account plans, define growth objectives and the requirements to fulfil them, and support staff headcount requirements, collaborate with sales representatives, customer success representatives, and account development representatives.

Customer Success 19

Customer Success Advertising eCommerce Stakeholders 19

SmartKarrot

MARCH 30, 2023

To design account strategies and build account plans, define growth objectives and the requirements to fulfil them, and support staff headcount requirements, collaborate with sales representatives, customer success representatives, and account development representatives.

Customer Success 15

Customer Success Advertising eCommerce Stakeholders 15

SmartKarrot

MARCH 10, 2021

This includes assigning accounts, developing staff, and holding them accountable to their responsibilities. Develop and execute success plans to ensure customer growth and product adoption. Prepare, facilitate, and send regular communications to the customer and invested Infor teams.

Customer Success 10

Customer Success Facilitation Account Development Onboarding 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.

Customer Success 10

Customer Success Stakeholders Leadership Facilitation 10

SmartKarrot

APRIL 1, 2021

Creating customer-specific account development plans, leading quarterly business reviews, and proactively identifying and reporting on key customer health metrics. Owning the entire post-sales process for your customers, including onboarding, ongoing retention, and supporting Account Managers to identify growth opportunities.

Customer Success 10

Customer Success Onboarding Account Management Facilitation 10