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

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

SmartKarrot

APRIL 7, 2023

Own customer success, encompassing acquisition, use of the product, and retention. 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.

Customer Success 19

Customer Success Value Proposition Account Growth Acquisition 19

SmartKarrot

APRIL 7, 2023

Own customer success, encompassing acquisition, use of the product, and retention. 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.

Customer Success 19

Customer Success Value Proposition Account Growth Acquisition 19

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

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