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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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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. These communication styles shape divergent reporting structures.

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Dec 21 – Customer Success Jobs

SmartKarrot

Guide the development, execution, and maintenance of tailored Account Growth Plan and Playbook. Manage strategy development and execution across multiple digital acquisition disciplines, including search, retail media, display, and other programmatic channels. Stakeholder identification and management requirements.

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How to move from agency employee to agency owner, with Simon Barbato

Account Management Skills

So, I learned about how to , what was the difference between revenue, what was the cost of goods sold, what was , gross profit, what would the internal cost be and therefore, what would be profit before tax and, and net net? Imagine trying to do that over three or four accounts. What do you do? Do you kill it?

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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.

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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. Daphne Lopes. Kellie Capote. Keri Keeling. Ronni Gaun.