ProlifIQ

APRIL 3, 2023

Account Planning Tools For B2B Sales Teams Is your sales team building plans in slide decks, or spreadsheets, or storing key information about your stakeholders and accounts that isn’t easy to find? Do accounts churn when 1-2 main supporters move on? One key account planning tool is multi-threading.

Account Planning 52

Account Planning Stakeholders CRM Decision-making 52

Arpedio

JANUARY 5, 2024

At the heart of every thriving enterprise lies a keen focus on business relationship optimization , a task achieved through strategic roles that many might find overlapping—Account Management and Customer Success. Relationship Maintenance: Nurturing long-term partnerships by understanding client needs and providing consistent support.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

Account Management Skills

AUGUST 24, 2021

In this episode, I talk to Alex Raymond from Kapta about everything to do with account management processes. Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships.

Account Management 98

Account Management Management Account Planning Co-Creation 98

ProlifIQ

AUGUST 17, 2023

According to Gartner, companies that prioritize customer retention and expansion can achieve up to 95% higher profits compared to those that focus solely on acquisition. Account planning will lead to new opportunities and eventually account growth.

Acquisition 52

Acquisition Stakeholders Customer Success Profitability 52

ProlifIQ

JANUARY 27, 2022

mergers, acquisitions, downsizing, expansion). That means not only talking with your contacts regularly but paying close attention to the ebbs and flows within the account that they’re revealing to you (or hinting at). . Your key account planning platform is the best place to record and analyze this customer journey data.

Account Planning 52

Account Planning Stakeholders B2B Key Account Management 52

Account Management Skills

MARCH 23, 2021

I’ve asked Simon to share with us a little bit more about the role of a planner in an agency, how they work with the account management team, how it adds value to clients and leads to client retention and at what point an agency should consider having one. Transcript: . Thanks for having me on. I totally agree.

Account Management 52

Account Management Banking Advertising Profitability 52

Account Management Skills

MARCH 29, 2021

We discussed everything to do with account management, including why David thinks the account management role is the most difficult role in the whole agency. I hope you come away with lots of new ideas about the account management role. Baker , who is a legend in the agency world.

Account Management 40

Account Management Management Client Relationships Decision-making 40