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How to Boost Sales Productivity with Account Planning

Upland

Sales productivity becomes even more difficult for complex B2B accounts with large buying groups and multiple divisions involved in the decision-making process. Why account planning is essential to boost sales productivity Account planning is the process of mapping out key aspects of a potential customer or account.

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FROM EXECUTIVE SPONSORSHIP TO EXECUTIVE ENGAGEMENT

Strategic Account Management Association

The idea of executive engagement implies an accountable and engaged member of the account team, rather than a distant back-room player. Strategic account management is a team sport and requires cross-functional, multi-tiered vertical level engagement and strong accountability.

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5 Tips to Build Stronger Relationships in Account Planning

Janek Performance Group: Account Planning

When selling to existing customers, 56 percent achieve win rates greater than 50 percent. This makes account planning essential. More than upselling and cross-selling, account planning is partnering with existing clients. Plus, with account planning, 74 percent see increased win rates.

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Account Management vs Customer Success Explained

Arpedio

At the heart of every thriving enterprise lies a keen focus on business relationship optimization , a task achieved through strategic roles that many might find overlapping—Account Management and Customer Success.

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Want to Accelerate Your SAM Journey? Create a Center of Excellence

Strategic Account Management Association

Organizations are already planning for this new- or next-normal hybrid model and have worked hard to elevate the needed skill sets of their commercial teams – especially strategic account managers. We have seen an increased interest in moving to a more focused, value-bringing and high impact engagement model.

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A Step-by-Step Strategic Account Plan Template for Shared-Value

Hubspot Sales

Are you a B2B account manager or sales executive who is serious about account-based sales or account-based marketing (ABM)? If the answer is “Yes,” chances are you understand your customers want partners, not vendors. Strategic Account Plan Template Layout. Customer value scorecard.

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What’s So Aspirational About Account Planning?

SalesGlobe

When I hear the words “strategic account planning” in a meeting, I usually notice a range of involuntary visceral reactions, from understated moans to eye-rolls and furrowed brows. Nobody thinks of account planning as aspirational. Aspirational account planning revolves around how you think about and with the customer.