PandaDoc

APRIL 21, 2023

Overall strategic value Another crucial consideration is the account’s overall strategic value to your business. Look beyond its present or future financial worth, and check for other ways your business could benefit from prioritizing a relationship with the account. Test and ascertain the effectiveness of your plans regularly.

Key Account Management 52

Key Account Management Account Management Management Prioritization 52

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

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

JANUARY 27, 2022

Provide feedback to the product, sales, marketing, and executive team to ensure the client voice is present. 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.

Customer Success 19

Customer Success Stakeholders Account Growth Facilitation 19

SmartKarrot

DECEMBER 17, 2021

Create account plans for your portfolio of customers, with the aim to create genuine value and maximize revenue potential. Work with the customers to identify their needs on both a short and long term basis, presenting action plans where necessary (think: how does the product fit into their goals?).

Customer Success 19

Customer Success Onboarding Account Growth Account Planning 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

Account Manager Tips

MAY 25, 2021

In other words, spend more of your time and resources on the clients with the best growth potential. What are the contingencies to manage the risk of defection for key accounts? Is your strategic account plan in trouble? There’s an art to implementing a strategic account plan successfully. Burnett, K.

Key Account Management 246

Key Account Management Account Management Management Suppliers 246

Janek Performance Group: Account Planning

JULY 13, 2021

That’s a good way to go beyond just the present biggest accounts and identify those up-and-coming ones who can grow with your organization. It’s rare that there will be a rapid change in a client’s requirements that present an opportunity. The ideal account manager recognizes that this is a lengthy process.

Account Management 52

Account Management Management Account Planning Interpersonal Skills 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

AUGUST 17, 2023

Conclusion: The land and expand strategy presents a potent opportunity for B2B sales and customer success leaders to unlock growth and success. By focusing on acquiring new customers and nurturing existing accounts through personalized expansion strategies, Saas companies can achieve exponential business growth and increased revenue.

Acquisition 52

Acquisition Stakeholders Customer Success Profitability 52

Account Management Skills

MARCH 23, 2021

I’ve asked Simon to share with us a little bit more about the role of a planner in an agency, how they work with the account management team, how it adds value to clients and leads to client retention and at what point an agency should consider having one. What do you do? Do you kill it? Do you track transition it?

Account Management 52

Account Management Banking Advertising Profitability 52

Account Management Skills

MARCH 29, 2021

Now if you are an account manager, and you want to raise your value, increase your confidence, improve your consultancy skills, and grow your existing accounts, then come and join me at the Account Accelerator Programme. An account So you’re coming from the UK, only the agencies here call them account planners.

Account Management 40

Account Management Management Client Relationships Decision-making 40