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Account Planning Tools

ProlifIQ

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? Do deals crumble when your champions leave?

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Strategic Account Management

ProlifIQ

Strategic Account Management in B2B Welcome to our comprehensive guide on strategic account management. Whether you’re an experienced strategic account manager or aspiring to become one, we share the knowledge and skills needed to excel in this critical role.

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5 Tips to Build Stronger Relationships in Account Planning

Janek Performance Group: Account Planning

This makes account planning essential. More than upselling and cross-selling, account planning is partnering with existing clients. It’s putting their needs ahead of the sale to form long-term relationships. Altify notes account planning has increased from 36 percent of companies in 2013 to 50 percent today.

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Key account management strategy: Setting things in motion

PandaDoc

Key accounts are the 20% of accounts that generate 80% of your company revenue. Before attempting to develop a key account management strategy, you must know how to identify these key accounts. Accurate identification will help you avoid rashly categorizing tail accounts as having strategic value.

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An In-Depth Guide to Strategic Account Management

Janek Performance Group: Account Planning

One of the buzzphrases swirling around the sales stratosphere over the last few years is Strategic Account Management, or SAM. What is Strategic Account Management? Unlike sales, which is often focused on the short term, SAM takes a long-range view. Why should we use strategic account management?