ProlifIQ

APRIL 3, 2023

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.

Account Planning 52

Account Planning Stakeholders CRM Decision-making 52

KAMCast

OCTOBER 27, 2021

Thus providing higher levels of value to your key account customers and ultimately creating more opportunities for account growth? Thus providing higher levels of value to your key account customers and ultimately creating more opportunities for account growth?

Account Management 40

Account Management Key Account Management Onboarding Account Growth 40

Mike Kunkle

NOVEMBER 23, 2023

This should also allow you to correlate stick rates/customer retention improvements, reduced churn, and account growth. Get data from a variety of sources, such as CRM software, sales reports, and customer surveys. Don’t assume correlation means causation, but if you see patterns you can report them.

Sales 258

Sales Finance Decision-making Profitability 258

Zendesk

OCTOBER 20, 2023

As essential as cross-functional collaboration is for achieving customer success, it’s equally important for agents to have access to high-quality software that enables them to do their jobs with ease. Some key functionalities of CSM software include keeping track of customer feedback , issues, requests, expectations, and data.

Customer Success 52

Customer Success Onboarding Software Software 52

PartnerTap

JULY 11, 2023

With One-Click QBRs you can now track and measure your new logo accounts and pipeline progress automatically, right inside your QBRs. Ready to drive new logo account growth? So to bring it all together we have one more one-click solution for channel and partner teams.

CRM 52

CRM Account Growth Software Software 52

Account Manager Tips

AUGUST 14, 2022

What qualifications do I need to be a key account manager? Key account manager attributes Key account managers are responsible for everything to do with the customer lifecycle. From service delivery to account growth, to customer retention, and everything between. 7 Awesome Tools Every Key Account Manager Needs.

Key Account Management 246

Key Account Management Account Management Emotional Intelligence Management 246

PandaDoc

APRIL 21, 2023

Can you see a beneficial long-term relationship with the account? Try PandaDoc for free to eSign all relevant contracts PandaDoc offers a wide range of features, including customizable templates, analytics, and accounting software. While working on account growth, maintain a solid strategic relationship with account owners.

Key Account Management 52

Key Account Management Account Management Management Prioritization 52

SmartKarrot

APRIL 21, 2022

Guide the development, execution, and maintenance of tailored Account Growth Plan and Playbook. Assist customers as needed with setting up and navigating programs or software associated with a product or service. Support driving revenue-generating opportunities through Salesforce stages to closure.

Customer Success 19

Customer Success Account Growth Client Relationships Customer Experience 19

SmartKarrot

JUNE 17, 2022

Develop and implement tailored and proactive customer programs that provide continued value to the customer and drive long-term account growth. Work closely with sales to align on strategies, renewal forecasting, coverage plans, and account opportunities (i.e., opportunities and risks).

Customer Success 19

Customer Success Account Growth Stakeholders Onboarding 19

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. Define, drive, and demonstrate the value (ROI) delivered to Urbint’s customer base.

Customer Success 19

Customer Success Account Growth Onboarding Account Planning 19

SmartKarrot

FEBRUARY 10, 2022

Partner with the sales team to maximize their win rate and help to identify areas for account growth within existing accounts. Develop best practices for new customer onboarding and customer growth to ensure ongoing customer success. Help clients achieve their business goals through the software.

Customer Success 19

Customer Success Onboarding Account Growth Account Development 19

Hubspot Sales

MAY 10, 2018

Sharen Murnaghan , key account growth strategist at HubSpot. Marina Kotenko , software business consultant at dFusion Tech, Inc. This doesn’t qualify what you did with the call. Did you get to speak to someone, or did you leave a voicemail? If you didn't do either, then does it count as a sales call? The reminder is important.

Sales 106

Sales Decision-making Account Management Negotiation 106

SmartKarrot

SEPTEMBER 7, 2022

Work alongside the C-level sales leaders within accounts to create data-driven solutions for supercharging sales. Help to define a data-driven approach to customer success and management to drive account growth as well as employee development. Process milestones for the customers and employees to work toward.

Customer Success 19

Customer Success Stakeholders Client Onboarding Onboarding 19

ProlifIQ

AUGUST 17, 2023

Account planning will lead to new opportunities and eventually account growth. The Land and Expand for Efficiency Principle is a strategic approach within the context of product and service offerings, particularly in the Software as a Service (SaaS) industry.

Acquisition 52

Acquisition Stakeholders Customer Success Profitability 52

SmartKarrot

FEBRUARY 17, 2022

Manage the end-to-end software implementations with clients, post-sales. Apply here: [link] Role: Customer Success Manager Location: London, England, United Kingdom (On-site) Organization: Enthuse As a Customer Success Manager, you will provide sector-leading relationship management to your portfolio of the largest accounts.

Customer Success 19

Customer Success Stakeholders Account Growth Client Relationships 19

Arpedio

JANUARY 11, 2023

Strategic accounts are long-term investments – keep that in mind as you assess opportunities. Automation of Account Management with ARPEDIO. Having a proper account management platform in place is crucial. I would love to hear more about ARPEDIO’s Account Management Software native to Salesforce. Let's talk.

Account Management 52

Account Management Management Key Account Management B2B 52

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. Software Installation and Implementation of the APS suite.

Customer Success 19

Customer Success Onboarding Account Growth Client Relationships 19

SmartKarrot

MARCH 15, 2021

Facilitate new customer account creation and signups (hundreds >> thousands of individuals). Manage the training process and communication for customers regarding new software features, enhancements, and general updates. Identifying upselling opportunities and being responsible for account growth.

Customer Success 10

Customer Success Onboarding Account Growth Facilitation 10

SmartKarrot

MARCH 17, 2021

Help build out customer engagement program, establish criteria and has past experience purchasing customer success technology and working with that software. Ensure the quality of internal software systems related to Technical Support, Training, Services and recommend changes as needed.

Customer Success 10

Customer Success Onboarding Account Growth Stakeholders 10

SmartKarrot

JULY 17, 2020

As a CSM at Auvik, You’ll have to work together with the product team, sales, marketing and customer support to help the users of the network management software be as productive. Have regular meetings with the customers to improve relationships and resolve challenges/escalations.

Customer Success 10

Customer Success Account Management Account Growth Leadership 10

SmartKarrot

APRIL 27, 2021

Consistently monitor the performance of assigned accounts, tracking progress to goals, and proactively taking action via roadmap creation and execution. Work to identify and/or develop opportunities for account growth and product adoption. Project Manage using an Agile approach.

Customer Success 10

Customer Success Account Management Stakeholders Finance 10

SmartKarrot

JUNE 12, 2020

The Customer Success Manager (CSM) should actively be involved with customers to build relationships, promote software adoption, address Customer issues, identify new business opportunities, negotiate terms for Professional Services, and for the ongoing promotion of the value of RFPIO solutions.

Customer Success 10

Customer Success Account Growth Negotiation Organization 10

SmartKarrot

APRIL 20, 2020

Apply here: [link] Role: Customer Value Director Location: Dallas, TX Organization: Coupa Software Customer Value Director will be the primary point of contact from Coupa to customers after customer go-live. Partner with Sales, Customer Service, Product, and Engineering teams to maximize customer success and account growth.

Customer Success 10

Customer Success Customer Value Innovation Account Growth 10

SmartKarrot

OCTOBER 14, 2022

By addressing three crucial problems—misguided key account selection, overworked key account managers , and resource waste—CSOs can buck this trend. . Chief sales officers (CSOs) frequently increase the resources they devote to their biggest accounts to accelerate key account growth.

Key Account Management 10

Key Account Management Account Management Management Suppliers 10

SmartKarrot

OCTOBER 11, 2022

By addressing three crucial problems—misguided key account selection, overworked key account managers , and resource waste—CSOs can buck this trend. . Chief sales officers (CSOs) frequently increase the resources they devote to their biggest accounts to accelerate key account growth.

Key Account Management 10

Key Account Management Account Management Management Suppliers 10

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. And so that’s the link between the two.

Account Management 98

Account Management Management Account Planning Co-Creation 98

SmartKarrot

FEBRUARY 26, 2021

Start with founding date, revenue, funding, employee count, account growth, etc. Customer success software for example can be highly powerful. What are some characteristics of the ideal customer profile ? Conduct a competitor investigation. Evaluate how your competitor’s work. Check technology and tools.

Value Proposition 10

Value Proposition Acquisition Media Suppliers 10

SmartKarrot

MARCH 8, 2022

She is a Customer Success Manager Strategist at Catalyst Software who helps several companies retain and satisfy their customers. Kellie has a proven track record of increasing organizational customer retention, account growth, and building advisor relationships. In turn, Diana helps her clients’ businesses grow. Keri Keeling.

Customer Success 21

Customer Success Co-Creation Customer Experience Leadership 21

SmartKarrot

APRIL 15, 2020

Role: Customer Success Manager Location: Delhi, India Organization: Wingify Software Pvt. Own the success of your portfolio customers on VWOHelp build loyalty by creating an excellent relationship with the customers working closely with the training teams, undertake operational and methodological training for your accounts.

Customer Success 8

Customer Success Account Management Onboarding Retail 8

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. So what they’re building instead is like a software company or a product company.

Account Management 40

Account Management Management Client Relationships Decision-making 40

SmartKarrot

OCTOBER 12, 2022

Operational risks and difficulties are associated with deploying new software and unforeseen costs. As a result, CSMs are well-positioned to manage account growth because they can point out issues and suggest solutions by offering products. Sales is frequently in charge of account growth and retention in enterprises.

B2B 10

B2B Onboarding Customer Success B2C 10