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

ProlifIQ

APRIL 21, 2023

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.

Account Growth 52

Account Growth Account Planning Key Account Management Account Management 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. Pioneered by software companies eager to retain their monthly and yearly subscribers, the discipline has matured into a cornerstone of business sustainability.

Account Management 52

Account Management Customer Success Management Energy and Utilities 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

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’m working toward that plan.

Account Management 98

Account Management Management Account Planning Co-Creation 98

SmartKarrot

SEPTEMBER 3, 2021

Proactively address gaps in product adoption and work with customers in order to achieve account health. Be a liaison between external and internal stakeholders. Identify opportunities for account growth and provide technical expertise and support to Revenue to help close expansion opportunities.

Customer Success 19

Customer Success Onboarding Account Growth Client Relationships 19

ProlifIQ

AUGUST 17, 2023

Multi-Threading: Forrester highlights that multi-threading can significantly impact sales success, with an 82% win rate when multiple stakeholders are involved. Facilitating Smoother Expansion: Involving multiple stakeholders in expansion discussions increases the chances of obtaining buy-in and support for new initiatives.

Acquisition 52

Acquisition Stakeholders Customer Success Profitability 52