Upland

JUNE 15, 2023

You know that you need to find the best account planning software for your team. In this Guide this guide, we’ll walk you through some of the elements that make up a powerful account planning software – what it is, and isn’t. What does account planning technology do? But how do you do it?

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ProlifIQ

NOVEMBER 7, 2024

Salesforce Account Plans – Using Your CRM To Drive Strategy Salesforce account plans are a powerful feature within the Salesforce ecosystem, designed to streamline and enhance strategic account planning for B2B sales and account management professionals.

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Upland

SEPTEMBER 21, 2023

The Four Most Important Best Practices Inspired by Sales Leaders Nigel outlines four key areas businesses need to focus on to excel at account planning. First and foremost, Nigel highlights the importance of knowing who your key buyers are, and deeply understanding them.

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ProlifIQ

DECEMBER 18, 2024

Let’s talk about how to use AI in account planning. Your account plan is going to be on the right foot. A Real Example of AI in Account Planning For those without access to paid AI tools, services like ChatGPT can still provide a wealth of information at no cost.

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ProlifIQ

FEBRUARY 6, 2025

Account Plans Start With Good Research 2025 is here, and new territories and accounts are being handed out. One critical component of B2B selling is account planning. This ensures a broader perspective and helps devise a more effective account planning strategy.

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ProlifIQ

MARCH 7, 2025

Pre-sale Planning: A Smarter Approach Account plans are often seen as time-consuming, cumbersome, and less valuable than other activities sales and business development teams could be focusing on. Static Account Plans Standardize processes with templates tailored to customer segments.

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Strategic Account Management Association

DECEMBER 3, 2020

From Stanley’s perspective, SAM already serves as a beacon for what it means to be a sales professional–particularly when it comes to the rigor SAMs bring to account planning, solutions co-creation with customers and articulation of unique value propositions. #5. SAM will become (if it isn’t already) the standard bearer for all sales.

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Revegy

MARCH 5, 2025

Rather, it’s about building sustainable, long-term relationships with your top accounts through a well-formed and strategic approach. For enterprise sales teams, implementing strategic account planning can lead to some serious wins.

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ProlifIQ

MARCH 30, 2023

Account Planning Template for B2B Sales Teams You can steal the key account plan template we use with customers here. We’ll cover each part including: Business Overview Objectives & goals Relationship Mapping White Space (Expansion) Action Introduction: What is Account Planning?

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Account Manager Tips

APRIL 10, 2024

Simplify your key account management with our quick 7-step one page key account plan template. Designed for maximum impact without the time sink!

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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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Strategic Account Management Association

AUGUST 6, 2021

Key Account Planning: Outlines a standardized methodology and template for key account planning, which has enabled the team to use account plans as a communication vehicle for internal and customer-facing purposes. Tier 2: Applied Processes.

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Supply Chain Logistics Co-Creation e-Learning 520

Strategic Account Management Association

AUGUST 10, 2021

The most common MBOs for SAMs measure leading indicators : account planning (77% of plans) and activity-based metrics like collaborative meetings (75%). These are followed by goal attainment, growth and sustenance, and business expansion.

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Revegy

NOVEMBER 26, 2024

The goals should guide your sales team in understanding […] The post How OKRs Help Sales Teams Align Account Planning with Revenue Goals appeared first on Revegy. The business world is constantly dynamic, so it’s vital to outline clear objectives that describe achievable goals in a qualitative way.

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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 Energy and Utilities Account Management CRM 98

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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Gary Smith Partners

OCTOBER 30, 2020

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

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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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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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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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Upland

FEBRUARY 17, 2023

Account Planning Lastly, account planning is a must for effectively navigating buying groups. It’s where your revenue team can come together to plan and strategize about how best to attack any given account. As the revenue team works through a deal, they consistently update their account plan.

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Account Manager Tips

MAY 14, 2021

Review your key account plans quarterly: what went well, what didn't go so well and why. If you don't do account plans, start. Key account management tips for success 1. Working to a deadline ensures you deliver on your commitments, advances your accounts plans and earns you trust and credibility with your clients.

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SBI Growth

DECEMBER 2, 2019

How do you leverage data to inform strategy and measure success? Our KPI Builder tool can help guide you through the process of establishing a set of KPIs for your organization that is built around clean data and automation. Through our.

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Revegy

JUNE 27, 2024

Strategic account planning is essential for maximizing revenue from your largest accounts. This guide consolidates expert insights and best practices to help you optimize your strategic account planning. What is Strategic Account Planning? What is Strategic Account Planning?

Account Planning 52

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Upland

MAY 18, 2023

Account planning and effective account management strategies are about much, much more than your key accounts. That said, any account manager worth their salt has a strategy for their key accounts. This is why so many attempts at effective account planning go wrong.

Key Account Management 195

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Upland

SEPTEMBER 21, 2023

The Four Most Important Best Practices Inspired by Sales Leaders Nigel outlines four key areas businesses need to focus on to excel at account planning. First and foremost, Nigel highlights the importance of knowing who your key buyers are, and deeply understanding them.

Software 221

Software Software Account Planning Account marketing 221

Upland

APRIL 26, 2022

Altify’s Spring ’22 release introduces Altify Account Plan: a long-awaited capability that’s included for all Account Manager customers. With Altify Account Plan, sellers can start building pipelines faster by working directly at the account level in Salesforce to understand people, problems, and potential.

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Arpedio

APRIL 29, 2024

A sales account plan strategy is a vital tool for achieving sales growth and building strong client relationships. By implementing a well-defined account plan strategy, companies can ensure they are effectively targeting their key accounts and maximizing their sales potential.

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Account Planning Client Relationships Value Proposition Sales 52

SalesGlobe

SEPTEMBER 12, 2023

Unlocking the Growth Potential in Your Strategic Accounts Effective account planning is essential to growing the organization’s strategic accounts, which typically comprise most of the organization’s revenue and growth potential. What’s Aspirational Account Planning? Is not history, projected forward.

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Upland

DECEMBER 6, 2021

When working together on account plans and opportunity plans, it’s all too easy for nuggets of insight to get typed into various documents and saved to dispersed cloud drives and local computers never to be found again. This way, teams can collaborate more efficiently to refine account plans and win opportunities.

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Account Planning Account Management Organization Customer Success 195

Upland

JANUARY 26, 2023

The odds of surface-level account information being enough to sway an entire buying committee are slim if not impossible. This is where account planning comes in. And it starts at the account plan. Through doing this, they can build a holistic view of the opportunity at hand.

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ProlifIQ

FEBRUARY 23, 2024

The State of Account Planning in 2024 2023 was a challenging year for go-to-market teams. With economic uncertainty, slowing growth, and more scrutiny on every purchase, many teams struggled to close deals and retain accounts. As companies mature, digital channels for researching account planning tools also diversify.

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Account Planning CRM Energy and Utilities Account Management 52

Gary Smith Partners

FEBRUARY 6, 2025

The Power of Contact Heat Maps In Sales & Account Planning Contact us Contact Heat Maps are vital for designing and executing successful account plans and customer-specific sales strategies. Want to know more? In this blog post, I'll explain: What a Contact Heat Map is. Why you should be using this essential tool.

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Account Manager Tips

MARCH 23, 2021

Launch, implement and monitor account plans that speed up business results and client satisfaction. Effective key account management Successful key account management requires an eco-system of elements that align to deliver successful outcomes for you and your clients. Account plan process. Change Agent.

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Arpedio

JANUARY 3, 2024

In the world of business, Account Management and Account Planning are two essential concepts that play a critical role in driving client success and business growth. In this section, we will delve into the key differences between Account Management and Account Planning. What is Account Management?

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Upland

JUNE 1, 2023

Leveraging account planning can be the best way to unlock the full effect of your land and expand strategy. Benefits of account planning in a land and expand sales strategy There’s a reason that land and expand is a top strategy for sellers: it works.

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Janek Performance Group: Account Planning

OCTOBER 25, 2023

This makes account planning essential. More than upselling and cross-selling, account planning is partnering with existing clients. Altify notes account planning has increased from 36 percent of companies in 2013 to 50 percent today. Plus, with account planning, 74 percent see increased win rates.

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