Janek Performance Group: Account Planning

JULY 25, 2023

This makes effective account planning essential. With account planning, you identify and target potential sales opportunities within existing accounts. Here, 72 percent of respondents said that account planning increased their understanding of their clients’ business. Happy customers buy more.

Account Planning 52

Account Planning Prioritization Decision-making Organization 52

SalesGlobe

SEPTEMBER 12, 2023

Unlocking the Growth Potential in Your Strategic Accounts Effective account planning is essential to growing the organization’s strategic accounts, which typically comprise most of the organization’s revenue and growth potential. What’s Aspirational Account Planning? Is not just a tool.

Account Planning 52

Account Planning Procurement Decision-making Manufacturing 52

Janek Performance Group: Account Planning

OCTOBER 25, 2023

This makes account planning essential. More than upselling and cross-selling, account planning is partnering with existing clients. Altify notes account planning has increased from 36 percent of companies in 2013 to 50 percent today. Plus, with account planning, 74 percent see increased win rates.

Account Planning 52

Account Planning Decision-making Communication B2B 52

DemandFarm

NOVEMBER 22, 2024

Strategic Planning Account-specific growth strategy alignment with account goals Collaboration with economic decision makers on long-term objectives Responsiveness to shifts in account strategy 4. This enables proactive adjustments based on real-time insights.

Key Account Management 52

Key Account Management Account Management Management Stakeholders 52

Revegy

MAY 24, 2023

It involves deploying specialized resources, processes, and technologies to identify, develop, and execute account-specific growth strategies.

Account Growth 52

Account Growth Account Management Management Organization 52

Arpedio

APRIL 30, 2024

Understanding Account Growth Strategy In this section, we will take a closer look at the intricacies and purpose of account growth strategy. Understanding how to effectively implement this strategy is crucial for long-term success in maximizing your business growth and revenue.

Account Growth 52

Account Growth Client Relationships CRM Business Growth 52

Account Manager Tips

OCTOBER 11, 2021

Do this instead: Plan your week around your priorities. Has no plan Which clients need an account plan? Account plans are help you define your key account strategy. Commit to targets Plan activities Coordinate resources Manage risk Get results. Key account managers have revenue targets too.

Account Management 246

Account Management Key Account Management Management Suppliers 246

DemandFarm

MAY 14, 2025

Strategic account growth depends on trust built over years, understanding of internal power structures, shared institutional history, and relationship intelligence that often isnt written down. Losing one key account can mean stalled product adoption, delayed expansion, or reputational damage in the C-suite. You lose momentum.

Key Account Management 52

Key Account Management Account Management Management Account Growth 52

DemandFarm

OCTOBER 15, 2024

It depends on your Key Account Management (KAM) maturity level, your approach to your KAM program, your goals, and how you want to roll with the AI punches. Account planning , as you’re aware, is a mixed bag of strategic and operational activities. Truthfully, there isn’t a simple yes or no answer. That’s not all.

Key Account Management 52

Key Account Management Account Management Management Decision-making 52

DemandFarm

DECEMBER 27, 2024

DemandFarm DemandFarm is purpose-built for key account managers, particularly for those who manage complex account-based sales processes. Tailored specifically for Key Account Managers (KAMs), it addresses inefficiencies in traditional methods of account planning by offering a comprehensive toolkit for strategic account management.

Key Account Management 52

Key Account Management Stakeholders Sales Account Planning 52

DemandFarm

MARCH 31, 2025

The One-Door Problem: A Narrow, Internalized View of the Market Yet, CRM-native KAM assumes that key account intelligence is a closed-loop systemone that begins and ends with internal sales data. Key account growth is driven by external forces: Market shifts that redefine customer needs. The reality is far more complex.

Key Account Management 52

Key Account Management Account Management Management CRM 52

Revegy

MAY 14, 2018

According to a CSO Insights study, companies that engage in effective ongoing key account planning have win rates nearly double that of companies without a formal process. What would a 9 to 11-point increase to your key account growth mean for your organization? The Strategic Cost of Key Accounts.

Co-Creation 53

Co-Creation Key Account Management Account Management Account Planning 53

DemandFarm

MAY 9, 2025

Many platforms provide shared notes, @mentions, or the ability to attach comments and action items to the account plan. DemandFarm DemandFarm is a Salesforce native account planning and QBR tool. It lives entirely within your Salesforce environment, so all your account data, updates, and insights are stored in CRM.

Account Planning 52

Account Planning Software Software CRM 52

DemandFarm

DECEMBER 27, 2024

Centralized Account Resources Gone are the days of reps scrambling to find the right materials. With DemandFarm, your sales team can access all account-related resourcesstakeholder org charts, relationship maps, or account plans at a single place. It ensures your team is proactively driving account growth.

Key Account Management 40

Key Account Management Account Management Sales Onboarding 40

Account Management Skills

AUGUST 24, 2021

A reminder also that my next Account Accelerator programme starts on 23rd of September. This is a transformational programme for agency account managers and account directors to take your agency from unpredictable project revenue to more predictable account growth. I need automated account plan.

Account Management 98

Account Management Management Account Planning Co-Creation 98

Revegy

OCTOBER 16, 2018

While CRMs can serve as the global warehouse for customer data, they were not purpose built for KAM and they alone do not provide the actionable intelligence required to drive key accounts growth. Why CRMs Alone are not Adequate for Key Account Management. Empowers account managers to drive key account growth.

Key Account Management 40

Key Account Management Account Management CRM Management 40

Janek Performance Group: Account Planning

JULY 13, 2021

The ideal account manager recognizes that this is a lengthy process. It might need months or even years of careful cultivation and development before it’s time to push for account growth. You also should have account managers who have excellent organizational skills. Not only on the client side but on your side.

Account Management 52

Account Management Management Account Planning Interpersonal Skills 52

Arpedio

JUNE 1, 2023

. #6 Customers Need to be at the Forefront of Everything you do When you put the customer in the center, and you bring cross-functional resources into the account planning process, amazing things happen. This further emphasized the importance of proactive and regular customer engagement to drive account growth.

Co-Creation 52

Co-Creation Account Management Account Planning B2B 52

ProlifIQ

JUNE 21, 2023

Account managers are tasked with managing these accounts, serving as the main point of contact, and ensuring that the customers achieve the outcomes that they purchased your tool or service for. This alignment helps in driving sustainable growth and ensuring the overall success of the strategic account management program.

Account Management 52

Account Management Management Account Planning Stakeholders 52

PandaDoc

APRIL 21, 2023

Test and ascertain the effectiveness of your plans regularly. While working on account growth, maintain a solid strategic relationship with account owners. It’s paramount that account managers maintain a good rapport with clients. More than 10% do no account planning whatsoever. decline in win rates.

Key Account Management 52

Key Account Management Account Management Management Prioritization 52

Arpedio

JANUARY 5, 2024

Key Responsibilities of Account Managers Account managers are entrusted with a variety of responsibilities that collectively aim to fortify the client-agency relationship. Furthermore, they are tasked with the responsibility to continually deliver value to clients, ensuring service or product alignment with client objectives.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

Mercuri International

MAY 23, 2023

Set objectives & strategy A SAM should create a sensible and sustainable strategy for strategic accounts, help develop the account plan, and build buy-in across the organization. AI tools to augment the SAM might include: Embedded tools to predict strategic account growth areas. Account planning automation.

Artificial Intelligence 52

Artificial Intelligence Value Proposition Account Management Co-Creation 52

ProlifIQ

JANUARY 27, 2022

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

Engage Selling

FEBRUARY 12, 2020

Quarterly business reviews are essential for understanding potential growth with existing customers, retention issues and future opportunities. They are just as crucial for troubleshooting where sales performance isn’t meeting expectations, as well as for measuring the return on investment your … Read More »

Meetings 103

Meetings Sales Account Growth Account Planning 103

ProlifIQ

AUGUST 17, 2023

Account planning will lead to new opportunities and eventually account growth. This approach is a customer-centric business strategy that aims to not only secure new customers but also to nurture and grow those relationships to drive long-term revenue and market expansion.

Acquisition 52

Acquisition Customer Success Stakeholders Profitability 52

Arpedio

JANUARY 11, 2023

Through proper account management, you are allowed to focus more on your efforts of generating business through existing accounts, instead of spending all your time trying to engage with new ones. It’s safe to say that when it comes to building long-term account relationships, your sales process is extremely important.

Account Management 52

Account Management Management Key Account Management B2B 52

SmartKarrot

MARCH 7, 2022

Develop and implement tailored and proactive customer programs that provide continued value to the customer and drive long-term account growth. Account growth: identify areas for growth within existing accounts. Manage a portfolio of accounts with a focus on renewals and up-sell conversations.

Customer Success 19

Customer Success Account Growth Onboarding Account Planning 19

SmartKarrot

NOVEMBER 17, 2022

Closely collaborate with cross-functional teams (sales, marketing, product) to plan and deliver customer delight & account growth. Measure, track, analyze and report key account metrics. Analyzing industry and market trends. Map and benchmark competition and share best practices. Apply here: [link].

Customer Success 19

Customer Success Account Growth Customer Experience Account Planning 19

SmartKarrot

NOVEMBER 9, 2021

Drive strategic use of SMI’s data across the client organization and identify areas for account growth. Develop case studies, set account plans, and present actionable insights to clients. Initiating and participating in account planning sessions with both internal teams and the client’s key stakeholders.

Customer Success 19

Customer Success Account Planning Stakeholders Media 19

SmartKarrot

FEBRUARY 1, 2022

Manage a portfolio of accounts with a focus on renewals and up-sell conversations. Meet net retention and CSAT/NPS KPIs through data-driven analysis, planning and execution. Establish and maintain relationships with key stakeholders, strategic account planning and promote internal advocacy. Apply here: [link] .

Customer Success 19

Customer Success Onboarding Account Planning Healthcare 19

Revegy

SEPTEMBER 18, 2023

A staggering 60% of customers say no to sales reps at least four times before finally saying yes. Surprisingly, almost 48% of salespeople miss out on the “yes” because they do not follow up.

Sales 59

Sales Account Planning Account Growth Account Management 59

SmartKarrot

DECEMBER 17, 2021

Create account plans for your portfolio of customers, with the aim to create genuine value and maximize revenue potential. Identify opportunities for account growth within your managed accounts. Manage a small team of Customer Success Managers, enabling them to grow and achieve their targets.

Customer Success 19

Customer Success Onboarding Account Growth Account Planning 19

SmartKarrot

NOVEMBER 24, 2021

Guide the development, execution, and maintenance of tailored Account Growth Plan and Playbook. Create account plans for your portfolio of customers, with the aim to create genuine value and maximize revenue potential. Support driving revenue-generating opportunities through Salesforce stages to closure.

Customer Success 19

Customer Success Account Management Leadership Account Growth 19

SmartKarrot

JANUARY 27, 2022

Identify opportunities for account growth within your managed accounts. Working in conjunction with team members, develop and mentor customers through their roadmap and account plan. Preserve high renewal rates and partner with Account Management to upsell new services.

Customer Success 19

Customer Success Stakeholders Account Growth Facilitation 19

SmartKarrot

SEPTEMBER 3, 2021

Proactively address gaps in product adoption and work with customers in order to achieve account health. Identify opportunities for account growth and provide technical expertise and support to Revenue to help close expansion opportunities. Record all activity, leads, account plans, client and business-critical information.

Customer Success 19

Customer Success Onboarding Account Growth Client Relationships 19

SmartKarrot

APRIL 7, 2023

Operational account planning, including capacity planning and account segmentation. The staff should be coached, mentored, and guided in building consultative and problem-solving account skills. Make contact with new customers to offer a satisfying onboarding experience and determine their potential accounts.

Customer Success 19

Customer Success Value Proposition Account Growth Acquisition 19

SmartKarrot

APRIL 7, 2023

Operational account planning, including capacity planning and account segmentation. The staff should be coached, mentored, and guided in building consultative and problem-solving account skills. Make contact with new customers to offer a satisfying onboarding experience and determine their potential accounts.

Customer Success 19

Customer Success Value Proposition Account Growth Acquisition 19