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Account Planning Template

ProlifIQ

Strategic Account Planning is a strategic process sales teams use to increase the likelihood of winning, retaining, and growing critical accounts, to maximize the long-term revenue of an account. An account plan should be interactive and a living, breathing document used as a framework for the account.

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Why sales leadership is not enough for KAM

Louise Collins Associates

So when organisations have tried, and failed, to introduce Key Account Management (KAM) it is no different. My observation across multiple organisations is that KAM often lacks the leadership required to make it work. Effective Key Account Management (KAM) requires organisational leadership and specific coaching.

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Here’s How to Keep Clients Interested In Your Proposal

Account Manager Tips

Here's what the sales process looks like from a 30,000 foot view: Selling begins with a buyer who has a problem (even if they don't know it yet). Along the way, both make compromises until those discussions reach a conclusion: The buyer can solve the problem on their own. Understood buying and decision making process and criteria.

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Account-Based Selling: A Deep Dive with Lee Levitt and Ulrik Monberg

Arpedio

This enabler emphasizes orchestrating the entire customer journey, from prospecting to account management , including upselling , support processes, and stakeholder management. Cross-functional team collaboration & orchestration: The days of single point contacts in key account management are long gone.

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5 Ways to Uncover Hidden Revenue in Strategic Accounts

SBI

Customer revenue optimization (CRO) is achieved through the processes and enabling technologies that help organizations identify the optimal path to revenue growth and enable them to capture and realize that revenue predictably and at a lower cost of sales. Replicate Success Across Your Portfolio.

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5 Essential CRM Reports (Plus 6 More You Probably Need)

Insightly

CRM reports let you drill down and sort CRM data in countless ways, so you can get the answers you need and make more strategic, data-driven business decisions. That said, sales teams are among the most avid consumers of CRM reports (more on that later), so many key reports target this audience. Improve decision making.

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Four personality traits to look for in a sales enablement manager

PandaDoc

Before we zero in on the important qualities of a sales enablement manager, we need to wrap our heads around the very definition of this role. We all seem to know what sales managers, account managers, and business development managers do — but who in the world is a sales enablement manager?