Strategic Account Management Association

FEBRUARY 3, 2022

And second, while no one is immune to these challenges, the strategic account planning approaches that drive success today aren’t unique to any particular industry or business size. But how, exactly, we do that—how we build account planning motions that drive real wins—rests on the twin pillars of people and problems.

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Account Planning Supply Chain Prioritization Sales 170

Upland

JANUARY 26, 2020

How are sales teams meant to grow revenue in key accounts with a well thought out account planning strategy? A higher growth rate should pique large enterprises’ interest when putting together their own long-term account planning strategy. But what do we mean when we say account planning?

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Janek Performance Group: Account Planning

JULY 25, 2023

This makes effective account planning essential. With account planning, you identify and target potential sales opportunities within existing accounts. Here, 72 percent of respondents said that account planning increased their understanding of their clients’ business. Happy customers buy more.

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Strategic Account Management Association

OCTOBER 14, 2021

A while ago, I came across a discussion about the optimal way to capture strategic customers in a customer relationship management (CRM) tool in a way that enables effective, efficient account planning using account planning applications or tools. A Generic Complex Mega-Strategic Account.

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Janek Performance Group: Account Planning

APRIL 19, 2023

Instead, they must maximize revenue from their existing accounts. This makes strategic account planning so essential. For all this and more, watch the recording below: The post Webinar: Supercharged Account Planning first appeared on Janek Performance Group.

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Account Planning Client Relationships Sales Leadership Sales 52

ProlifIQ

JUNE 21, 2023

The ROI of Account Planning In the highly competitive landscape of B2B sales, sales leaders are constantly seeking strategies that can boost revenue and foster long-term customer relationships. One such strategy that has proven to deliver impressive returns is account planning. What is an Account Plan?

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Account Planning Value Proposition Account Management Stakeholders 52

ProlifIQ

APRIL 3, 2023

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? One key account planning tool is multi-threading.

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Account Planning CRM Stakeholders B2B 52

ProlifIQ

APRIL 5, 2023

Account Planning Best Practices Sales account planning is a critical aspect of any business that seeks to manage its customers effectively and generate more revenue. An action plan that outlines the sales account planning process is crucial for any company that wants to succeed.

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Account Planning Account Management Value Proposition Sales 52

Arpedio

JUNE 2, 2023

How to Ignite Success With Account Plans ← Back to blog Say hello to Account Plans, the secret sauce that transforms ordinary sales strategies into extraordinary journeys of client engagement and revenue growth. In this blog post, we’re diving headfirst into the captivating world of Account Plans.

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Account Planning Client Relationships Account Management Sales 52

DemandFarm

JUNE 13, 2023

Account Planning Readiness Assessment: Developed by Forrester Assess your organization’s readiness for effective account planning with this downloadable checklist by Forrester. Receive actionable guidance and industry expertise to enhance your account planning capabilities and drive long-term success.

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Account Planning Prioritization Facilitation Decision-making 52

Revegy

MARCH 27, 2023

Your strategic account planning process is integral to optimizing revenue in your largest accounts. What is Strategic Account Planning? What is Strategic Account Planning? […] The post 8 Tips for Excellent Strategic Account Planning for 2023 appeared first on Revegy.

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Revegy

MARCH 27, 2023

Your strategic account planning process is integral to optimizing revenue in your largest accounts. What is Strategic Account Planning? What is Strategic Account Planning? […] The post 8 Tips for Excellent Strategic Account Planning for 2023 appeared first on Revegy.

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Account Planning Sales Account Management Management 52

RAIN Group

APRIL 14, 2021

According to our research of sales, enablement, and company leaders: 64% prioritize increasing business with existing accounts. Despite this, only 8% of executives rate their account planning process as very effective. 62% prioritize improving customer retention, repeat business, and renewals.

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Account Planning Prioritization Sales Account Management 96

Revegy

APRIL 19, 2023

Do your account plans help your teams meet their quotas or are they missing the mark? Without comprehensive, well thought out account plans, companies miss major revenue opportunities and risk losing some of their largest clients.

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Account Planning Sales Meetings Organization 52

SalesPop

MARCH 19, 2021

I recently discovered through research just how much of an impact real account planning can have on company success. 93 percent of all world-class sales organizations have long-term objectives with regard to their key accounts. In businesses as a whole, though, over 60 percent do not even engage in account planning.

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Account Planning Account Management CRM Energy and Utilities 98

ProlifIQ

FEBRUARY 15, 2022

By pulling in Slack’s ability to enable teams with real-time data transfer (that goes beyond just chatting to each other from living room couches, Starbucks lobbies, or corner offices) you give Salesforce an incredibly powerful account planning capability that speeds up cycles and boosts win rates for any sales org. Here’s how.

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Account Planning CRM Key Account Management Sales 98

Arpedio

AUGUST 24, 2022

Account Planning: Manage Long-Term Account Development. Account Planning: Manage Long-Term Account Development. ? What Is Account Planning? Strategic Account Planning. What Should a Key Account Plan Include? How to Do Account Planning? Back to blog.

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Account Planning Account Development Management Account Management 52

ProlifIQ

MAY 7, 2021

In sales, B2B account planning is kind of like plotting a heist, minus the stealing. The same principle applies: the bigger the prize, the more aggressive and daring your plan has to be. Here’s what the data say about B2B account planning and how sales teams can benefit from creating big plans for big companies.

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Account Planning B2B Sales Decision-making 98

ProlifIQ

SEPTEMBER 6, 2022

The Myth of Account Planning. Most people relate account planning to something like a quarterly business review (QBR), where sellers and leaders will give an in-depth presentation on the state of their top accounts. Look back at your previous account plans; what actions were taken to successfully close this deal?

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Account Planning CRM Stakeholders Sales 52

Customer Think

AUGUST 17, 2023

On the surface, strategic account planning seems simple. You have access. You have the relationships. And the customer has a vested interest in meeting with you to ensure they receive the value they expect – what could go wrong? Two problems stand in your way: inefficient resource allocation and a lack of buyer confidence.

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Account Planning Meetings Sales 52

SalesGlobe

JUNE 29, 2021

Essential Account Planning. The post Essential Account Planning appeared first on SalesGlobe - Sales Effectiveness Consultants & Sales Compensation Consultants. 5 Keys for Helping Your Sales Team Drive Revenue. Preview Chapter 1. Preview Chapter 1.

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Account Planning Sales 52

Revegy

JANUARY 27, 2021

Ways to prevent your 2021 sales plan from becoming shelf-ware. Check out this post that details 8 elements to elevate your strategic account planning from good to great. The post Mission Critical: Account Planning for the Year Ahead appeared first on Revegy, Inc. Interested in learning more?

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Luminas Strategy

OCTOBER 2, 2022

They developed a plan that covered their top accounts and a handful of strategic prospects and followed it consistently. What they undertook wasn’t a typical account planning process that any sales leader can recite by memory. It had nothing to do with the plan components or the plan process.

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Account Planning Sales Energy and Utilities Account Strategy 52

ProlifIQ

APRIL 8, 2021

Create a systematic plan to go after major accounts without dragging out sales cycles and inaccurately forecasting your quarterly pipeline. . Here, we’ll talk about how an account planning strategy can help you shorten your selling cycle and close major deals even faster than before. Put a method to the madness.

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Account Planning Key Account Management Account Management Decision-making 91

DemandFarm

JUNE 2, 2023

Our research team is thrilled to announce the release of our latest report, Shaping the Future of Strategic Account Planning: Insights, Opportunities & Strategies at the Strategic Account Management Association (SAMA) Annual Conference 2023. Let’s shape the future of strategic account planning together!

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Account Planning Account Management Sales Management 40

Gary Smith Partners

OCTOBER 30, 2020

The post How To Build Powerful Key Account Plans In Salesforce appeared first on The Gary Smith Partnership.

Account Planning 98

Account Planning Sales 98

SalesGlobe

FEBRUARY 11, 2021

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.

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Account Planning Sales Value Proposition Account Management 52

ProlifIQ

JANUARY 18, 2022

Let’s cover some of the approaches top sales teams take when taking on high-value accounts. . First, Here’s Why You Shouldn’t Sell Without a Key Account Plan. To provide context, we need to quickly go over why key account plans are vital – and how no top-performing sales org leaves home without them.

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Account Planning Innovation B2B Customer Success 52

ProlifIQ

MAY 14, 2021

If you incorporate an innovative, account planning strategy into your routine, your chances of success go up tremendously. Let’s cover some of the approaches top sales teams take when taking on high-value accounts. First, Understand the Essentials of a Strong Account Planning Strategy.

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Account Planning Innovation Stakeholders B2B 64

ProlifIQ

MAY 7, 2021

In sales, B2B account planning is kind of like plotting a heist, minus the stealing. The same principle applies: the bigger the prize, the more aggressive and daring your plan has to be. Here’s what the data say about B2B account planning and how sales teams can benefit from creating big plans for big companies.

Account Planning 52

Account Planning B2B Sales Decision-making 52

Customer Think

MAY 16, 2023

Enterprise revenue intelligence leader releases first generative AI enhancement to its solution, launching at the Gartner CSO & Sales Leader Conference

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Account Planning Sales 64

ProlifIQ

MAY 14, 2021

If you incorporate an innovative, account planning strategy into your routine, your chances of success go up tremendously. Let’s cover some of the approaches top sales teams take when taking on high-value accounts. First, Understand the Essentials of a Strong Account Planning Strategy.

Account Planning 52

Account Planning Innovation Stakeholders B2B 52

Quip

NOVEMBER 17, 2020

He shared with us his company’s experience rolling out Salesforce Anywhere for account planning. Why Salesforce Anywhere for account planning? This ability to iteratively design account planning templates was pivotal to our decision to opt for Salesforce Anywhere.

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Account Planning Suppliers Account Management Software 52

Hubspot Sales

JULY 7, 2019

To win new business and grow key accounts, account managers and sales executives must become thoroughly invested in their customer’s challenges, goals, and competitive landscape. This strategic account plan template will help you: Expand your understanding of your customer’s business, goals, and motivations.

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Account Planning Account Management Customer Value Sales 111

Louise Collins Associates

JULY 20, 2017

What makes an account plan great? For me, a great account plan is something that tells the account story. So the first thing to realise, is that writing an account plan takes skill, practice and a reliance on some core guiding principles. A great account plan should present a clear story.

Account Planning 52

Account Planning Stakeholders Decision-making Value Proposition 52

ProlifIQ

JUNE 29, 2020

Financial services and account planning go together like peanut butter and jelly, like bacon and eggs, or like a burger and fries. Here are 8 reasons financial services companies need account planning. . As such, cross-selling should be done with every customer and can be with the help of account planning.

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Account Planning Financial Services Key Account Management Account Management 52

ProlifIQ

JUNE 29, 2020

Financial services and account planning go together like peanut butter and jelly, like bacon and eggs, or like a burger and fries. Here are 8 reasons financial services companies need account planning. . As such, cross-selling should be done with every customer and can be with the help of account planning.

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Account Planning Financial Services Key Account Management Account Management 52