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. Advocacy efforts also play a crucial role, as they transform satisfied users into ambassadors for the service, thus helping to foster organic growth and retention.

Account Management 52

Account Management Customer Success Management Energy and Utilities 52

ProlifIQ

AUGUST 17, 2023

Account Success Strategies: To foster account success and achieve expansion, businesses should implement several key strategies: Proactive Customer Support and Ongoing Communication: Being proactive in addressing customer concerns and maintaining open lines of communication helps build trust and enhances the overall customer experience.

Acquisition 52

Acquisition Stakeholders Customer Success Profitability 52

SmartKarrot

FEBRUARY 1, 2022

Oversee customer onboarding, strategic business reviews, success plans, contract renewals and upsell opportunities. Own metrics related to the successful onboarding, retention, and growth of Teampay customers. Responsible for account-level expansion initiatives. testimonials, case studies).

Customer Success 19

Customer Success Onboarding Account Planning Healthcare 19

SmartKarrot

NOVEMBER 17, 2022

Own the ultimate success of the customers, including onboarding, product adoption, retention, and growth. 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.

Customer Success 19

Customer Success Account Growth Customer Experience Account Planning 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. Communicate with the product team to offer suggestions and sway changes to our product.

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. Communicate with the product team to offer suggestions and sway changes to our product.

Customer Success 19

Customer Success Value Proposition Account Growth Acquisition 19