ProlifIQ

FEBRUARY 23, 2024

With economic uncertainty, slowing growth, and more scrutiny on every purchase, many teams struggled to close deals and retain accounts. This report aims to uncover how account planning has evolved as our new reality has set in over the last 12+ months. These channels allow them to gather information efficiently.

Account Planning 52

Account Planning CRM Energy and Utilities Account Management 52

SalesPop

MARCH 19, 2021

An extremely important aspect of account management is the strategic aspect, the plans of dealing with various accounts. I recently discovered through research just how much of an impact real account planning can have on company success. Account Planning Basics. Planning Specifics.

Account Planning 98

Account Planning Energy and Utilities Account Management CRM 98

Arpedio

FEBRUARY 19, 2024

Here’s why AI integration is important in sales: Enhanced Efficiency: AI technologies automate repetitive tasks, such as data entry, lead scoring, and email outreach, allowing sales teams to focus their time and energy on high-value activities, such as building relationships and closing deals.

Artificial Intelligence 52

Artificial Intelligence Sales Government Decision-making 52

Agile CRM

DECEMBER 23, 2022

Here are the key features of the app: Lead Management: Track, develop, and evaluate the prospects of your leads turning into potential customers. Sales Automation: Save time and energy on sales tasks by taking advantage of an easy-to-use drag-and-drop builder to automate sales workflows, from simple daily tasks to complex business processes.

CRM 52

CRM Software Software Energy and Utilities 52

SmartKarrot

DECEMBER 30, 2020

Manage people managers and teams of individual contributors to achieve net retention, renewals, product usage, and NPS targets. Develop and implement strategic customer account plans to accommodate corporate goals. Prioritize retention forecasting activities and embed performance goals across the broader team.

Customer Success 10

Customer Success Energy and Utilities Negotiation Facilitation 10

Brooks Group

SEPTEMBER 7, 2022

Some people have high energy while others are more laid back. Have they learned how to prioritize, delegate, and eliminate the “fires” that pop up during the day? For further reading check out this great article written by my colleague, Lisa Rose, titled The Account Management KPIs You Should Be Tracking.

Sales 52

Sales Sales Training Communication Supply Chain 52

Hubspot Sales

NOVEMBER 7, 2023

Don't waste time and energy evaluating CRM systems and features you don't need. One best practice I highly recommend when using a CRM system, like HubSpot, is to utilize its segmentation capabilities. You can then use this segmentation to prioritize the sales team communications and use smart modules in marketing emails.

CRM 107

CRM Software Software Energy and Utilities 107