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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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5 Tips to Build Stronger Relationships in Account Planning

Janek Performance Group: Account Planning

In B2B selling, we often focus on new accounts. 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.

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5 Obstacles to Successful Key Account Growth

Revegy

of sales organizations don’t take advantage of account planning to grow their strategic accounts. If a key account stakeholder isn’t happy with your performance, the search for a replacement is relatively simple. Technology is key to understanding, managing, and optimizing revenue in your key accounts.

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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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Key Takeaways From SAMA 2023 Annual Conference

Arpedio

. #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.

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Account Growth Strategy

ProlifIQ

Account Planning Growth Strategy For businesses looking to grow their revenue and achieve their goals, an effective account growth strategy is essential. This strategy involves developing a comprehensive plan to manage and grow the customer accounts that are critical to the business’s success.

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How to systemise account management in your agency, with Alex Raymond

Account Management Skills

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’m working toward that plan.