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Account Planning Tools

ProlifIQ

Strategic account planning (top 5-10% of your accounts) will have clear visuals and reporting on where the best opportunities are for account growth. Retention Finally, retention strategy is an important account planning tool that helps sales teams keep their existing customers engaged and satisfied.

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How to Build a Land and Expand Strategy

ProlifIQ

Introduction: In the dynamic landscape of B2B sales, adopting innovative strategies is essential for sustained growth and profitability. This method focuses on acquiring new customers while simultaneously nurturing existing accounts to drive expansion and increase company revenue.

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Account Management vs Customer Success Explained

Arpedio

Their duties extend from strategic account planning , which involves crafting tailored solutions that resonate with the client’s specific challenges and ambitions, to actively seeking opportunities for account growth through cross-selling or upselling.

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Apr 07 – Customer Success Jobs

SmartKarrot

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. Assemble and keep a top-performing team.

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Apr 07 – Customer Success Jobs

SmartKarrot

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. Assemble and keep a top-performing team.

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Top 50 Women Leaders in Customer Success 2022

SmartKarrot

She is a growth leader who passionately follows the human-first approach. An advocate for inclusion and diversity, Dana is proficient in scaling businesses with the help of customer acquisition and retention. Donna is known for helping high-growth companies acquire and retain loyal, happy, and satisfied customers. Daphne Lopes.

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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. Do we have plans in place?