Upland

MAY 18, 2023

Sales map example for smaller accounts. 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.

Key Account Management 195

Key Account Management Account Management Management Account Planning 195

Arpedio

JUNE 9, 2022

Setting Sales Goals - and reaching them! ? Is account-based selling about selling or the right relationships? In reality, account-based selling is all about shifting the focus from inward to outward, and thus getting a deeper understanding of the businesses you operate with. Account-based sales revolution.

Key Account Management 52

Key Account Management Account Management Sales B2B 52

Upland

APRIL 20, 2023

You need a strategy to defend and grow revenue in not only key accounts, but in every account. Here’s where having a sales account management strategy becomes indispensable. Through account management, your team can seek to establish themselves as trusted advisors to customers.

Account Management 195

Account Management Management Account Planning Decision-making 195

Arpedio

AUGUST 24, 2022

Account Planning: Manage Long-Term Account Development. Account Planning: Manage Long-Term Account Development. ? What Is Account Planning? Strategic Account Planning. What Should a Key Account Plan Include? How to Do Account Planning? Why Is Sales Account Planning Important?

Account Planning 52

Account Planning Account Development Management Account Management 52

Arpedio

JANUARY 3, 2024

In the intricate world of business operations , the distinction between roles in sales and client management is pivotal. Specifically, sales positions such as Account Executive and Account Manager are critical in driving a business’s success. Who is an Account Executive? Who is an Account Manager?

Account Management 52

Account Management Management Acquisition Account Growth 52

Account Manager Tips

MARCH 23, 2021

Invite other departments into the conversation — groups like sales, marketing, customer service and support that know your clients. I would add that your strategy for resourcing and working with a key account can be different. In our Account Plan application we have four categories of account development automatically calculated.

Co-Creation 227

Co-Creation Key Account Management Account Management Suppliers 227

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

PartnerTap

JANUARY 5, 2021

This requires: Overlap by industry to shape your vertical strategy with each partner Overlap by segment to inform which sales teams should focus on which partners Overlap by customers vs. prospects to guide your strategy with each partner Account ownership so you can connect sales reps to the best partner to help them sell and win a specific deal.

Publishing 59

Publishing Account Development Marketing Sales 59

Arpedio

DECEMBER 19, 2023

In this comprehensive guide, we delve into the nuts and bolts of Account-Based Selling, a strategy that has revolutionized the sales process for countless businesses. We’ll also highlight the tangible benefits of adopting an ABS approach, from enhanced customer engagement to improved sales outcomes.

Decision-making 52

Decision-making Account Planning CRM Marketing 52

KAMCast

OCTOBER 13, 2021

In this episode, I invite Fred Copestake, a sales consultant and trainer specialising in complex B2b sales environments, to get into this topic with me. We talk about what the concept is, and what qualities we should be developing and demonstrating in our key account relationships.

Sales Environment 40

Sales Environment B2B Key Account Management Healthcare 40

Arpedio

MAY 10, 2023

These customers, often referred to as “key accounts”, are responsible for a significant portion of your revenue and are critical to the long-term success of your business. To put it simple: Key account management is a strategic approach to managing and nurturing relationships with your key accounts.

Key Account Management 52

Key Account Management Account Management Management Profitability 52

SBI

JULY 1, 2020

5 Ways to Uncover Strategic Account Revenue. Revenue growth in B2B enterprise accounts has always been challenging. The Revegy Customer Optimization Wheel outlines the common practices we have identified that make leading companies successful at securing bigger deals over shorter sales cycles with more predictability.

Account Planning 72

Account Planning Decision-making Stakeholders Leadership 72

SmartKarrot

NOVEMBER 2, 2022

Be the voice of the customer, driving proactive cross-functional alignment and collaboration internally with key stakeholders in Sales, Product, Engineering, and Finance. Manage multiple enterprise accounts; develop positive working relationships with all client touch points.

Customer Success 19

Customer Success Stakeholders Onboarding Finance 19

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. Apply here: [link].

Customer Success 19

Customer Success B2C Insurance CRM 19

SmartKarrot

NOVEMBER 29, 2022

Regularly meet with direct reports to review the customer health of their accounts, assist with complex sales cycles, discuss pipelines, mitigate risk, and provide guidance as necessary. Develop in-depth knowledge of their product offerings, contracts, internal sales, and accounting procedures. Apply here: [link].

Customer Success 19

Customer Success Stakeholders Facilitation Account Development 19

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.

Customer Success 19

Customer Success Supply Chain Co-Creation Stakeholders 19

SmartKarrot

DECEMBER 2, 2022

Development of territory and account development, training, and educational plans. Responsible for hiring, managing, and developing a Customer Success team. Collaborate with sales, solutions consultants, support, and professional services to prepare account plans and support the customers with the right resources.

Customer Success 19

Customer Success Onboarding Account Planning Account Development 19

SmartKarrot

SEPTEMBER 19, 2022

Identify early expansion indicators and relay opportunities to the partners in Account Development. Collaborate with Retention Specialist and Field Sales teams to design success plans with the goal of value delivery/realization. Assist in the collection of customer feedback on social media platforms.

Customer Success 19

Customer Success Account Planning Retail Account Development 19

SmartKarrot

FEBRUARY 10, 2022

Apply here: [link] Role: VP, Customer Success | B2B SaaS Location: Remote, United States Organization: Displayr As a VP of Customer Success, you will maximize Displayr’s customer satisfaction by leading the post-sale relationship: onboarding, training, and adoption.

Customer Success 19

Customer Success Onboarding Account Growth Account Development 19

SmartKarrot

DECEMBER 13, 2022

Develop adoption strategies, go-to-market & delivery plans, and economic models to realize the customer experience at scale. Partners with other CS Segment Leads, SaaS Ops, Product, Engineering, Partner Enablement, Marketing and Sales to execute leader-developed strategy. Apply here: [link].

Customer Success 19

Customer Success Onboarding Government Leadership 19

SmartKarrot

FEBRUARY 28, 2023

Develop and implement scalable methods to gauge and enhance time to value for all of our solutions. Improve the handoff procedure that benefits our customers by working together with sales. Determine areas in which the account can be improved and expanded continuously.

Customer Success 19

Customer Success Construction Account Development Customer Experience 19

SmartKarrot

JANUARY 3, 2023

Hold and constantly improve/streamline client account opening and onboarding to provide an excellent Customer Experience journey. Exceed sales and Net Promoter Score/client satisfaction targets. Build and develop rapport with new and existing clients to keep them satisfied with services in order to get possible renewals.

Customer Success 19

Customer Success Onboarding Suppliers Stakeholders 19

SmartKarrot

JANUARY 13, 2022

Role: VP, Customer Success | B2B SaaS Location: Remote, United States Organization: Displayr As a VP of Customer Success, you will maximize Displayr’s customer satisfaction by leading the post-sale relationship: onboarding, training, and adoption.

Customer Success 19

Customer Success Onboarding Value Proposition Account Growth 19

SmartKarrot

NOVEMBER 26, 2021

Build relationships and maintain the health of your accounts. Develop relevant content related to data-driven fundraising best practices. Working with Marketing and Sales teams to develop acquisition and growth strategies as identified through customer insight and analysis. Results-oriented and exceeds quarterly goals.

Customer Success 19

Customer Success Acquisition Onboarding Government 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 19

Customer Success Advertising eCommerce Stakeholders 19

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

APRIL 4, 2022

Represent the voice of the customer to provide input into the core product, marketing, and sales process. Collaborate with the development team to set up or configure the software platform per customers’ requirements. Communicate with customers about their adoption trends, sentiment, and mining opportunities for deeper engagement.

Customer Success 19

Customer Success Shareholders Onboarding Account Management 19

SmartKarrot

OCTOBER 12, 2022

Identify cross organizational opportunities for account growth (expansion and new accounts). Develop upsell & cross-sell opportunities. Identify prime targets for up-sell/cross-sell and engage Sales team to execute on those opportunities. Identify risks proactively, mitigate and escalate as deemed appropriate.

Customer Success 19

Customer Success Financial Services Banking Stakeholders 19

SmartKarrot

APRIL 6, 2021

Role: Director of Customer Success Location: Boca Raton, FL, US Organization: GRUBBRR As a Director of Customer Success, you will collaborate with sales and operational leadership to ensure business objectives are aligned, effectively create a bridge between the departments to ensure accuracy and ensure metrics are being met.

Customer Success 10

Customer Success Digital Transformation Onboarding Account Development 10

SmartKarrot

SEPTEMBER 27, 2021

Build relationships and maintain the health of your accounts. Develop relevant content related to data-driven fundraising best practices. Serve as your clients’ advocate internally by liaising with senior company leaders including sales, marketing, product, engineering, and support.

Customer Success 19

Customer Success Stakeholders Onboarding Government 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

ProlifIQ

APRIL 21, 2023

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.

Account Growth 52

Account Growth Account Planning Key Account Management Account Management 52

SmartKarrot

MAY 15, 2023

With a focus on strategic planning, the book covers essential aspects such as relationship mapping, account planning, and value proposition development. This valuable resource is ideal for sales professionals and account managers seeking to enhance their KAM expertise. Amazon Link 5.

Key Account Management 10

Key Account Management Account Management Management Suppliers 10

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. Collaborate with Sales to lead annual and quarterly business planning cycles.

Customer Success 10

Customer Success Facilitation Account Development Onboarding 10

SmartKarrot

APRIL 1, 2021

Collaborate closely with Barefoot’s sales, product management and development managers to drive customer satisfaction, customer retention, customer competencies with the products, and revenue growth. Process sales order into the order system to ensure they are booked out efficiently for the customer. Apply here: [link].

Customer Success 10

Customer Success Onboarding Account Management Facilitation 10

SmartKarrot

JUNE 28, 2021

Build relationships and maintain the health of your accounts. Develop relevant content related to data-driven fundraising best practices. Host Customer Success events and assist with Sales and Marketing campaign activity to drive new business development. Introduce new initiatives that add value to OFS and its customers.

Customer Success 10

Customer Success Stakeholders Leadership Facilitation 10

SmartKarrot

NOVEMBER 4, 2020

Apply here: [link] Role: Director of Customer Success Location: Oakland, California, United States Organization: Eko As a Director of Customer Success, you will establish trusted and productive relationships with key stakeholders at strategic accounts. Deliver customer reports illustrating Eko value delivery (e.g.

Customer Success 10

Customer Success Stakeholders Facilitation Account Planning 10